Wabash National
WNC
199 hedge funds and large institutions have $702M invested in Wabash National in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 63 reducing their positions, and 38 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 63
5% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 38
1% more funds holding
Funds holding: 198 → 199 (+1)
6.61% less ownership
Funds ownership: 103.64% → 97.04% (-6.6%)
35% less capital invested
Capital invested by funds: $1.08B → $702M (-$379M)
73% less call options, than puts
Call options by funds: $210K | Put options by funds: $767K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$9.98M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
+$7.62M |
| 3 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$4.26M |
| 4 |
Millennium Management
New York
|
+$3.45M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$25.7M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$22.1M |
| 3 |
RA
Royce & Associates
New York
|
-$18.4M |
| 4 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$16.9M |
| 5 |
Morgan Stanley
New York
|
-$11.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Simplex Trading
Chicago,
Illinois
| – | -$27.5K | -1,863 | Closed |
|
|
ICM
227
IMS Capital Management
Portland,
Oregon
| – | -$33K | -1,829 | Closed |
|
|
SGAM
228
Smith Group Asset Management
Dallas,
Texas
| – | -$28K | -1,542 | Closed |
|
|
OC
229
Oakworth Capital
Birmingham,
Alabama
| – | -$11.8K | -800 | -100% |
|
230
Russell Investments Group
London,
United Kingdom
| – | -$14K | -769 | Closed |
|
|
WAM
231
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$5K | -301 | Closed |
|
232
Group One Trading
Chicago,
Illinois
| – | -$1.78K | -121 | Closed |
|
|
SWP
233
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$2K | -105 | Closed |
|
|
TWA
234
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2K | -102 | Closed |
|
|
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -80 | Closed |
|
|
CAM
236
Cresset Asset Management
Chicago,
Illinois
| – | +$457 | +31 | New |
|
WNC Hedge Fund Activity: Q4 2018 in Review
199 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Wabash National (WNC) for Q4 2018, worth a combined $702M — down 35% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WNC positions and 38 closed out — a net gain of 2 holders — while 67 added to existing stakes and 63 trimmed.
The largest buyer was Ceredex Value Advisors, adding an estimated $9.98M. The largest seller was Rothschild & Co Asset Management US, exiting entirely with an estimated $25.7M sold.
- 199 institutional investors held Wabash National (WNC) as of Q4 2018, up from 198 in Q3 2018.
- Funds reported $702M of Wabash National stock for Q4 2018, down 35% quarter-over-quarter.
- 40 funds opened new Wabash National positions in Q4 2018 and 38 closed out, a net change of +2 holders.
- The largest Wabash National buyer in Q4 2018 was Ceredex Value Advisors, an estimated $9.98M added.
- The largest Wabash National seller in Q4 2018 was Rothschild & Co Asset Management US, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2018.