Wabtec
712 hedge funds and large institutions have $14.1B invested in Wabtec in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 228 increasing their positions, 238 reducing their positions, and 85 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
16% more call options, than puts
Call options by funds: $42.3M | Put options by funds: $36.6M
7% more capital invested
Capital invested by funds: $13.2B → $14.1B (+$875M)
2.16% more ownership
Funds ownership: 88.52% → 90.68% (+2.2%)
4% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 238
5% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 85
1% less funds holding
Funds holding: 721 → 712 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$382M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$290M |
| 3 |
Pzena Investment Management
New York
|
+$175M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$85.5M |
| 5 |
SIG
Senator Investment Group
New York
|
+$81.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$519M |
| 2 |
ACP
Atalan Capital Partners
New York
|
-$112M |
| 3 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
-$51.4M |
| 4 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$42.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$41.3M |
WAB Hedge Fund Activity: Q2 2021 in Review
712 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q2 2021, worth a combined $14.1B — up 6.6% from $13.2B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of WAB and 81 opened new positions — a net loss of 4 holders — while 238 trimmed existing stakes and 228 added.
The largest buyer was Franklin Resources, adding an estimated $382M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $519M.
- 712 institutional investors held Wabtec (WAB) as of Q2 2021, down from 721 in Q1 2021.
- Funds reported $14.1B of Wabtec stock for Q2 2021, up 6.6% quarter-over-quarter.
- 81 funds opened new Wabtec positions in Q2 2021 and 85 closed out, a net change of -4 holders.
- The largest Wabtec buyer in Q2 2021 was Franklin Resources, an estimated $382M added.
- The largest Wabtec seller in Q2 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $519M sold.
Based on aggregated 13F filings for Q2 2021.