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Wabash National

227 hedge funds and large institutions have $1.56B invested in Wabash National in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 98 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.65% less ownership

Funds ownership: 124.89%122.25% (-2.6%)

3% less funds holding

Funds holding: 235227 (-8)

7% less capital invested

Capital invested by funds: $1.68B → $1.56B (-$119M)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

30% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 98

51% less call options, than puts

Call options by funds: $1.22M | Put options by funds: $2.47M

Holders
227
Holders Change
-8
Holders Change %
-3.4%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
69
Reduced
98
Closed
39
Calls
$1.22M
Puts
$2.47M
Net Calls
-$1.25M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$196M -$11M -529,173 -6%
BlackRock
2
BlackRock
New York
$163M +$5.51M +264,512 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$103M +$310K +14,894 +0.3%
RA
4
Royce & Associates
New York
$99.2M +$14.9M +715,062 +19%
LSV Asset Management
5
LSV Asset Management
Illinois
$73.4M +$66.7K +3,200 +0.1%
JP Morgan Chase
6
JP Morgan Chase
New York
$72.4M -$8.54M -409,985 -11%
SAM
7
Scopus Asset Management
New York
$43.4M +$41.7M +2,001,667 New
State Street
8
State Street
Massachusetts
$36.6M +$2.68M +128,847 +8%
Victory Capital Management
9
Victory Capital Management
Texas
$35.5M +$4.85M +232,736 +17%
RCAMU
10
Rothschild & Co Asset Management US
Connecticut
$35.5M -$3.22M -154,369 -9%
PWAM
11
Park West Asset Management
California
$35.5M +$13.2M +635,000 +64%
Allianz Asset Management
12
Allianz Asset Management
Germany
$31.5M +$1.09M +52,460 +4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$25.3M -$682K -32,753 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$22.3M +$647K +31,058 +3%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$19.5M -$894K -42,916 -5%
PCM
16
Peregrine Capital Management
Minnesota
$19.5M +$119K +5,718 +0.6%
Ameriprise
17
Ameriprise
Minnesota
$19.4M -$3.76M -180,477 -17%
Prudential Financial
18
Prudential Financial
New Jersey
$18.9M -$4.09M -196,250 -18%
MCM
19
Matarin Capital Management
New York
$18.2M +$793K +38,069 +5%
Northern Trust
20
Northern Trust
Illinois
$16.4M -$109K -5,237 -0.7%
PAM
21
Panagora Asset Management
Massachusetts
$14.9M -$436K -20,906 -3%
Federated Hermes
22
Federated Hermes
Pennsylvania
$14.7M +$9.83M +471,876 +232%
Goldman Sachs
23
Goldman Sachs
New York
$14.4M -$8.29M -398,042 -37%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$14.3M -$2.77M -132,794 -17%
KCM
25
Kennedy Capital Management
Missouri
$13.4M -$51.8K -2,487 -0.4%

WNC Hedge Fund Activity: Q4 2017 in Review

227 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Wabash National (WNC) for Q4 2017, worth a combined $1.56B — down 7.1% from $1.68B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WNC and 33 opened new positions — a net loss of 6 holders — while 98 trimmed existing stakes and 69 added.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $41.7M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $16M sold.

  • 227 institutional investors held Wabash National (WNC) as of Q4 2017, down from 235 in Q3 2017.
  • Funds reported $1.56B of Wabash National stock for Q4 2017, down 7.1% quarter-over-quarter.
  • 33 funds opened new Wabash National positions in Q4 2017 and 39 closed out, a net change of -6 holders.
  • The largest Wabash National buyer in Q4 2017 was Scopus Asset Management, an estimated $41.7M added.
  • The largest Wabash National seller in Q4 2017 was Acadian Asset Management, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2017.