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Wabash National

162 hedge funds and large institutions have $985M invested in Wabash National in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $778K

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

18% more capital invested

Capital invested by funds: $834M → $985M (+$151M)

5.64% more ownership

Funds ownership: 99.34%104.99% (+5.6%)

2% more funds holding

Funds holding: 159162 (+3)

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
4.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
31
Increased
57
Reduced
52
Closed
26
Calls
$2.35M
Puts
$778K
Net Calls
+$1.57M
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$90.2M +$21.5M +1,606,700 +32%
Ameriprise
2
Ameriprise
Minnesota
$56.8M -$16.7M -1,246,634 -23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.2M +$1.2M +89,528 +2%
FCM
4
Frontier Capital Management
Massachusetts
$53.4M -$12.1M -903,576 -19%
VNIM
5
Vaughan Nelson Investment Management
Texas
$47.4M -$1.35M -101,275 -3%
Wells Fargo
6
Wells Fargo
California
$47.4M -$2.43M -182,117 -5%
TCP
7
TAMRO Capital Partners
Virginia
$39.1M +$38M +2,843,807 New
PP
8
Peconic Partners
New York
$34.2M +$723K +54,100 +2%
SONJCPFA
9
State of New Jersey Common Pension Fund A
New Jersey
$29M -$1.34M -100,000 -5%
RIM
10
Ranger Investment Management
Texas
$28.7M +$27.9M +2,084,800 New
BIT
11
BlackRock Institutional Trust
California
$27.9M +$1.43M +107,318 +6%
WRF
12
Waddell & Reed Financial
Kansas
$27.9M -$3.04M -227,840 -10%
T
13
Tahithromos
New York
$27.4M -$8.57M -641,274 -24%
BFA
14
BlackRock Fund Advisors
California
$26.2M +$183K +13,712 +0.7%
MCM
15
Munder Capital Management
Michigan
$23.9M -$1.57M -117,675 -6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$23.6M +$2.95M +220,580 +15%
EBIM
17
Eagle Boston Investment Management
Massachusetts
$18.2M +$174K +13,030 +1%
HCM
18
Hawkeye Capital Management
Florida
$17.7M +$1.75M +131,167 +11%
GT
19
Glenmede Trust
Pennsylvania
$17M +$2.77M +206,985 +20%
State Street
20
State Street
Massachusetts
$16.5M -$196K -14,673 -1%
AllianceBernstein
21
AllianceBernstein
Tennessee
$15M +$1.36M +101,904 +10%
Northern Trust
22
Northern Trust
Illinois
$12.9M -$309K -23,158 -2%
WSA
23
Wall Street Associates
California
$12.8M +$5.34K +400 +0%
Federated Hermes
24
Federated Hermes
Pennsylvania
$12.8M -$366K -27,405 -3%
Allianz Asset Management
25
Allianz Asset Management
Germany
$12.6M +$2.84M +212,190 +30%

WNC Hedge Fund Activity: Q1 2014 in Review

162 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Wabash National (WNC) for Q1 2014, worth a combined $985M — up 18% from $834M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WNC positions and 26 closed out — a net gain of 5 holders — while 57 added to existing stakes and 52 trimmed.

The largest buyer was TAMRO Capital Partners, opening a new position worth an estimated $38M. The largest seller was Ameriprise, cutting an estimated $16.7M.

  • 162 institutional investors held Wabash National (WNC) as of Q1 2014, up from 159 in Q4 2013.
  • Funds reported $985M of Wabash National stock for Q1 2014, up 18% quarter-over-quarter.
  • 31 funds opened new Wabash National positions in Q1 2014 and 26 closed out, a net change of +5 holders.
  • The largest Wabash National buyer in Q1 2014 was TAMRO Capital Partners, an estimated $38M added.
  • The largest Wabash National seller in Q1 2014 was Ameriprise, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2014.