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Wabash National

200 hedge funds and large institutions have $872M invested in Wabash National in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $940K | Put options by funds: $288K

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

19% more capital invested

Capital invested by funds: $730M → $872M (+$142M)

4% more funds holding

Funds holding: 193200 (+7)

5% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 63

0.86% less ownership

Funds ownership: 97.67%96.81% (-0.86%)

Holders
200
Holders Change
+7
Holders Change %
+3.63%
% of All Funds
4.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
66
Reduced
63
Closed
21
Calls
$940K
Puts
$288K
Net Calls
+$652K
Net Calls Change
+$812K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$136M +$2.28M +154,987 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$108M -$1.21M -81,961 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$77.3M -$47.3K -3,213 -0.1%
JP Morgan Chase
4
JP Morgan Chase
New York
$61.8M +$10.8M +732,452 +24%
LSV Asset Management
5
LSV Asset Management
Illinois
$52.2M -$1.14M -77,100 -2%
State Street
6
State Street
Massachusetts
$30.4M +$928K +63,041 +3%
RA
7
Royce & Associates
New York
$28.3M -$17.1M -1,162,829 -40%
CVA
8
Ceredex Value Advisors
Florida
$21.1M -$1.76M -119,599 -8%
Prudential Financial
9
Prudential Financial
New Jersey
$17.8M +$8.49M +576,463 +111%
Renaissance Technologies
10
Renaissance Technologies
New York
$17.2M +$5.77M +391,900 +59%
Ameriprise
11
Ameriprise
Minnesota
$16.9M +$852K +57,877 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$16.9M +$693K +47,048 +5%
PCM
13
Peregrine Capital Management
Minnesota
$15.7M -$42.3K -2,875 -0.3%
ACB
14
Aristotle Capital Boston
Massachusetts
$15M +$708K +48,091 +6%
Charles Schwab
15
Charles Schwab
California
$13M +$263K +17,873 +2%
Northern Trust
16
Northern Trust
Illinois
$12.9M +$139K +9,440 +1%
MCM
17
Matarin Capital Management
New York
$12.5M -$1.75M -119,034 -13%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$11.9M +$1.27M +86,534 +13%
KCM
19
Kennedy Capital Management
Missouri
$11.7M -$1.07M -72,586 -9%
N
20
Nuveen
North Carolina
$7.9M +$7.15M +485,501 New
Principal Financial Group
21
Principal Financial Group
Iowa
$7.29M +$19.7K +1,338 +0.3%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$5.97M -$194K -13,170 -3%
Man Group
23
Man Group
United Kingdom
$5.75M +$288K +19,566 +6%
Invesco
24
Invesco
Georgia
$5.7M +$960K +65,203 +23%
Goldman Sachs
25
Goldman Sachs
New York
$5.56M +$168K +11,392 +3%

WNC Hedge Fund Activity: Q2 2019 in Review

200 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Wabash National (WNC) for Q2 2019, worth a combined $872M — up 19% from $730M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WNC positions and 21 closed out — a net gain of 12 holders — while 66 added to existing stakes and 63 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $10.8M. The largest seller was Royce & Associates, cutting an estimated $17.1M.

  • 200 institutional investors held Wabash National (WNC) as of Q2 2019, up from 193 in Q1 2019.
  • Funds reported $872M of Wabash National stock for Q2 2019, up 19% quarter-over-quarter.
  • 33 funds opened new Wabash National positions in Q2 2019 and 21 closed out, a net change of +12 holders.
  • The largest Wabash National buyer in Q2 2019 was JP Morgan Chase, an estimated $10.8M added.
  • The largest Wabash National seller in Q2 2019 was Royce & Associates, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2019.