Wabtec
812 hedge funds and large institutions have $16.6B invested in Wabtec in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 244 increasing their positions, 280 reducing their positions, and 60 closing their positions.
67% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 60
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
2% more funds holding
Funds holding: 793 → 812 (+19)
2% more capital invested
Capital invested by funds: $16.3B → $16.6B (+$264M)
0.12% more ownership
Funds ownership: 90.98% → 91.11% (+0.12%)
13% less repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 280
33% less call options, than puts
Call options by funds: $39.3M | Put options by funds: $59M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$126M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$49.3M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
+$41.7M |
| 4 |
SAM
Scopus Asset Management
New York
|
+$37.6M |
| 5 |
Amundi
Paris,
France
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$299M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$79.1M |
| 3 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$75.5M |
| 4 |
Morgan Stanley
New York
|
-$74M |
| 5 |
SI
Standard Investments
New York
|
-$45.4M |
WAB Hedge Fund Activity: Q1 2023 in Review
812 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Wabtec (WAB) for Q1 2023, worth a combined $16.6B — up 1.6% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new WAB positions and 60 closed out — a net gain of 40 holders — while 244 added to existing stakes and 280 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Franklin Resources, cutting an estimated $299M.
- 812 institutional investors held Wabtec (WAB) as of Q1 2023, up from 793 in Q4 2022.
- Funds reported $16.6B of Wabtec stock for Q1 2023, up 1.6% quarter-over-quarter.
- 100 funds opened new Wabtec positions in Q1 2023 and 60 closed out, a net change of +40 holders.
- The largest Wabtec buyer in Q1 2023 was Wellington Management Group, an estimated $126M added.
- The largest Wabtec seller in Q1 2023 was Franklin Resources, an estimated $299M sold.
Based on aggregated 13F filings for Q1 2023.