Wabtec
362 hedge funds and large institutions have $7.22B invested in Wabtec in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 153 reducing their positions, and 40 closing their positions.
8% more capital invested
Capital invested by funds: $6.7B → $7.22B (+$520M)
0.41% more ownership
Funds ownership: 90.19% → 90.6% (+0.41%)
8% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 40
1% less funds holding
Funds holding: 367 → 362 (-5)
5% less funds holding in top 10
Funds holding in top 10: 19 → 18 (-1)
11% less call options, than puts
Call options by funds: $4.26M | Put options by funds: $4.79M
23% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$144M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$59.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$31.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$29.4M |
| 5 |
CNB
City National Bank
Beverly Hills,
California
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$72.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$40.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$30.2M |
| 4 |
O
OppenheimerFunds
New York
|
-$22M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$18.6M |
WAB Hedge Fund Activity: Q2 2014 in Review
362 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q2 2014, worth a combined $7.22B — up 7.8% from $6.7B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of WAB and 37 opened new positions — a net loss of 3 holders — while 153 trimmed existing stakes and 118 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $144M. The largest seller was Epoch Investment Partners, cutting an estimated $72.4M.
- 362 institutional investors held Wabtec (WAB) as of Q2 2014, down from 367 in Q1 2014.
- Funds reported $7.22B of Wabtec stock for Q2 2014, up 7.8% quarter-over-quarter.
- 37 funds opened new Wabtec positions in Q2 2014 and 40 closed out, a net change of -3 holders.
- The largest Wabtec buyer in Q2 2014 was T. Rowe Price Associates, an estimated $144M added.
- The largest Wabtec seller in Q2 2014 was Epoch Investment Partners, an estimated $72.4M sold.
Based on aggregated 13F filings for Q2 2014.