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Wabash National

173 hedge funds and large institutions have $873M invested in Wabash National in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 47

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

1% more funds holding

Funds holding: 172173 (+1)

3.02% less ownership

Funds ownership: 105.54%102.52% (-3%)

9% less capital invested

Capital invested by funds: $964M → $873M (-$90.5M)

38% less call options, than puts

Call options by funds: $866K | Put options by funds: $1.39M

Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
4.61%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
40
Increased
61
Reduced
47
Closed
34
Calls
$866K
Puts
$1.39M
Net Calls
-$525K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$88.8M +$114K +10,000 +0.1%
Ameriprise
2
Ameriprise
Minnesota
$60.6M +$5.2M +456,717 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.7M +$480K +42,126 +1%
Wells Fargo
4
Wells Fargo
California
$37.8M +$2.88M +253,090 +9%
FCM
5
Frontier Capital Management
Massachusetts
$34.7M -$915K -80,267 -3%
FCG
6
FrontFour Capital Group
Connecticut
$32.5M +$16.7M +1,465,740 +126%
RIM
7
Ranger Investment Management
Texas
$29.1M -$1.43M -125,574 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$29.1M +$2.13M +186,547 +9%
BIT
9
BlackRock Institutional Trust
California
$25.2M +$1.78M +156,157 +8%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$24.7M
WRF
11
Waddell & Reed Financial
Kansas
$24.7M
AllianceBernstein
12
AllianceBernstein
Tennessee
$24.4M +$2.79M +244,800 +14%
TSW
13
Thompson Siegel & Walmsley
Virginia
$21.5M +$4.62M +405,614 +30%
BFA
14
BlackRock Fund Advisors
California
$21.4M +$2.89M +253,894 +17%
GT
15
Glenmede Trust
Pennsylvania
$21.3M +$1.32M +115,631 +7%
Victory Capital Management
16
Victory Capital Management
Texas
$20.1M +$18.5M +1,624,944 New
PP
17
Peconic Partners
New York
$18.4M -$13.6M -1,196,449 -45%
WC
18
Walthausen & Co
New York
$17.3M +$16M +1,401,129 New
EBIM
19
Eagle Boston Investment Management
Massachusetts
$15.7M -$90.2K -7,915 -0.6%
State Street
20
State Street
Massachusetts
$14.2M -$206K -18,061 -2%
KCM
21
Kennedy Capital Management
Missouri
$11.7M +$933K +81,896 +9%
Northern Trust
22
Northern Trust
Illinois
$10.6M -$2.77K -243 -0%
WSA
23
Wall Street Associates
California
$10.4M -$99.1K -8,700 -1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$8.94M +$1.48M +129,465 +22%
ABC
25
Anchor Bolt Capital
Illinois
$8.81M +$8.12M +712,763 New

WNC Hedge Fund Activity: Q4 2014 in Review

173 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Wabash National (WNC) for Q4 2014, worth a combined $873M — down 9.4% from $964M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WNC positions and 34 closed out — a net gain of 6 holders — while 61 added to existing stakes and 47 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $18.5M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $35.4M sold.

  • 173 institutional investors held Wabash National (WNC) as of Q4 2014, up from 172 in Q3 2014.
  • Funds reported $873M of Wabash National stock for Q4 2014, down 9.4% quarter-over-quarter.
  • 40 funds opened new Wabash National positions in Q4 2014 and 34 closed out, a net change of +6 holders.
  • The largest Wabash National buyer in Q4 2014 was Victory Capital Management, an estimated $18.5M added.
  • The largest Wabash National seller in Q4 2014 was Vaughan Nelson Investment Management, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2014.