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Wabash National

150 hedge funds and large institutions have $786M invested in Wabash National in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $2.12M | Put options by funds: $715K

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

15% more capital invested

Capital invested by funds: $681M → $786M (+$105M)

2% more funds holding

Funds holding: 147150 (+3)

1.29% more ownership

Funds ownership: 97.94%99.23% (+1.3%)

4% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
150
Holders Change
+3
Holders Change %
+2.04%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
56
Reduced
54
Closed
21
Calls
$2.12M
Puts
$715K
Net Calls
+$1.4M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$60.6M +$7.61M +706,208 +16%
Franklin Resources
2
Franklin Resources
California
$56.4M -$639K -59,319 -1%
FCM
3
Frontier Capital Management
Massachusetts
$53.7M +$877K +81,345 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$44.9M +$1.72M +159,359 +4%
VNIM
5
Vaughan Nelson Investment Management
Texas
$43.8M +$1.97M +182,400 +5%
Wells Fargo
6
Wells Fargo
California
$40.9M -$2.63M -243,651 -6%
T
7
Tahithromos
New York
$31.7M +$2.08M +193,034 +8%
WRF
8
Waddell & Reed Financial
Kansas
$31.5M
SONJCPFA
9
State of New Jersey Common Pension Fund A
New Jersey
$28.7M -$4.74M -440,000 -15%
PP
10
Peconic Partners
New York
$27.2M -$36.6K -3,400 -0.1%
BFA
11
BlackRock Fund Advisors
California
$22.8M +$2.23M +206,917 +12%
BIT
12
BlackRock Institutional Trust
California
$22.8M +$374K +34,687 +2%
FA
13
Friess Associates
Delaware
$22.7M -$93.6K -8,690 -0.4%
MCM
14
Munder Capital Management
Michigan
$17.8M +$756K +70,175 +5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$16M +$956K +88,746 +7%
EBIM
16
Eagle Boston Investment Management
Massachusetts
$15.2M -$289K -26,806 -2%
State Street
17
State Street
Massachusetts
$14.3M -$48.3K -4,484 -0.4%
WSA
18
Wall Street Associates
California
$11.4M -$190K -17,621 -2%
Northern Trust
19
Northern Trust
Illinois
$11.1M -$325K -30,145 -3%
TSW
20
Thompson Siegel & Walmsley
Virginia
$10.3M +$9.5M +882,010 New
GT
21
Glenmede Trust
Pennsylvania
$9.82M +$3.04M +282,429 +51%
Federated Hermes
22
Federated Hermes
Pennsylvania
$8.58M +$7.93M +735,980 New
SFM
23
Systematic Financial Management
New Jersey
$8.34M -$165K -15,321 -2%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$8.14M -$184K -17,049 -2%
UBS AM
25
UBS AM
Illinois
$7.56M +$227K +21,076 +3%

WNC Hedge Fund Activity: Q3 2013 in Review

150 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Wabash National (WNC) for Q3 2013, worth a combined $786M — up 15% from $681M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WNC positions and 21 closed out — a net gain of 4 holders — while 56 added to existing stakes and 54 trimmed.

The largest buyer was Thompson Siegel & Walmsley, opening a new position worth an estimated $9.5M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $13.5M sold.

  • 150 institutional investors held Wabash National (WNC) as of Q3 2013, up from 147 in Q2 2013.
  • Funds reported $786M of Wabash National stock for Q3 2013, up 15% quarter-over-quarter.
  • 25 funds opened new Wabash National positions in Q3 2013 and 21 closed out, a net change of +4 holders.
  • The largest Wabash National buyer in Q3 2013 was Thompson Siegel & Walmsley, an estimated $9.5M added.
  • The largest Wabash National seller in Q3 2013 was Schroder Investment Management Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2013.