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Wabash National

196 hedge funds and large institutions have $842M invested in Wabash National in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $621K

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

4.27% more ownership

Funds ownership: 101.65%105.93% (+4.3%)

5% more capital invested

Capital invested by funds: $803M → $842M (+$38.4M)

7% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 69

2% less funds holding

Funds holding: 200196 (-4)

Holders
196
Holders Change
-4
Holders Change %
-2%
% of All Funds
3.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
64
Reduced
69
Closed
19
Calls
$1.89M
Puts
$621K
Net Calls
+$1.26M
Net Calls Change
+$871K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$134M +$5.12M +344,248 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M +$2.53M +169,958 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$68.1M -$823K -55,376 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$59.7M -$459K -30,861 -0.8%
LSV Asset Management
5
LSV Asset Management
Illinois
$45.2M -$1.49K -100 -0%
Renaissance Technologies
6
Renaissance Technologies
New York
$28.5M +$4.79M +322,300 +20%
State Street
7
State Street
Massachusetts
$27.3M +$655K +44,039 +2%
Prudential Financial
8
Prudential Financial
New Jersey
$20.8M +$384K +25,860 +2%
Goldman Sachs
9
Goldman Sachs
New York
$20.2M +$12.5M +840,004 +156%
ACB
10
Aristotle Capital Boston
Massachusetts
$16.5M +$1.05M +70,917 +7%
CVA
11
Ceredex Value Advisors
Florida
$15.2M -$3.41M -229,607 -18%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$14.9M +$12.6M +845,839 +503%
PCM
13
Peregrine Capital Management
Minnesota
$14.5M -$163K -10,986 -1%
Ameriprise
14
Ameriprise
Minnesota
$12.7M -$1.23M -83,040 -9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$12.7M -$2.14M -144,280 -14%
Charles Schwab
16
Charles Schwab
California
$12.5M +$44.9K +3,020 +0.4%
Northern Trust
17
Northern Trust
Illinois
$11.4M -$235K -15,802 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$11.3M +$223K +14,982 +2%
KCM
19
Kennedy Capital Management
Missouri
$10.6M +$1.81M +121,453 +20%
RA
20
Royce & Associates
New York
$7.35M -$4.31M -289,677 -37%
MCM
21
Matarin Capital Management
New York
$7M -$3.26M -219,447 -32%
Invesco
22
Invesco
Georgia
$6.71M +$1.69M +113,402 +33%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$6.71M +$1.22M +81,780 +22%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.33M -$37.6K -2,527 -0.6%
FP
25
Foundry Partners
Minnesota
$5.97M +$843K +56,690 +16%

WNC Hedge Fund Activity: Q4 2019 in Review

196 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Wabash National (WNC) for Q4 2019, worth a combined $842M — up 4.8% from $803M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WNC positions and 19 closed out — a net gain of 2 holders — while 64 added to existing stakes and 69 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $12.6M. The largest seller was Royce & Associates, cutting an estimated $4.31M.

  • 196 institutional investors held Wabash National (WNC) as of Q4 2019, down from 200 in Q3 2019.
  • Funds reported $842M of Wabash National stock for Q4 2019, up 4.8% quarter-over-quarter.
  • 21 funds opened new Wabash National positions in Q4 2019 and 19 closed out, a net change of +2 holders.
  • The largest Wabash National buyer in Q4 2019 was Arrowstreet Capital, an estimated $12.6M added.
  • The largest Wabash National seller in Q4 2019 was Royce & Associates, an estimated $4.31M sold.

Based on aggregated 13F filings for Q4 2019.