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Wabash National

199 hedge funds and large institutions have $426M invested in Wabash National in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 53

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

5.11% more ownership

Funds ownership: 105.93%111.04% (+5.1%)

2% more funds holding

Funds holding: 196199 (+3)

26% less call options, than puts

Call options by funds: $795K | Put options by funds: $1.07M

49% less capital invested

Capital invested by funds: $842M → $426M (-$416M)

Holders
199
Holders Change
+3
Holders Change %
+1.53%
% of All Funds
4.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
76
Reduced
53
Closed
30
Calls
$795K
Puts
$1.07M
Net Calls
-$279K
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$64M -$2.94M -262,841 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.7M +$1.28M +114,294 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$32.6M -$1.28M -114,653 -2%
LSV Asset Management
4
LSV Asset Management
Illinois
$21M -$1.94M -173,300 -6%
JP Morgan Chase
5
JP Morgan Chase
New York
$19.6M -$15M -1,342,347 -33%
State Street
6
State Street
Massachusetts
$14.3M +$1.56M +139,202 +8%
PCM
7
Peregrine Capital Management
Minnesota
$11.3M +$6.38M +569,007 +58%
Goldman Sachs
8
Goldman Sachs
New York
$10.9M +$1.54M +137,435 +10%
TC
9
Towle & Co
Colorado
$10.2M +$15.8M +1,408,500 New
Prudential Financial
10
Prudential Financial
New Jersey
$9.95M -$450K -40,175 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.7M +$3.82M +340,716 +39%
ACB
12
Aristotle Capital Boston
Massachusetts
$8.31M +$301K +26,864 +2%
Renaissance Technologies
13
Renaissance Technologies
New York
$8.25M -$8.9M -794,600 -41%
Morgan Stanley
14
Morgan Stanley
New York
$7.46M +$7.28M +650,139 +170%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$7.4M +$126K +11,271 +1%
KCM
16
Kennedy Capital Management
Missouri
$7.19M +$3.04M +271,391 +37%
CVA
17
Ceredex Value Advisors
Florida
$7.17M -$402K -35,900 -3%
Charles Schwab
18
Charles Schwab
California
$6.85M +$1.1M +98,257 +12%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$5.58M +$71.4K +6,369 +0.8%
Northern Trust
20
Northern Trust
Illinois
$5.55M -$49.1K -4,378 -0.6%
RA
21
Royce & Associates
New York
$4.23M +$964K +86,044 +17%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$4.21M +$1.41M +126,210 +28%
Victory Capital Management
23
Victory Capital Management
Texas
$4.15M +$3.8M +339,579 +144%
Invesco
24
Invesco
Georgia
$3.94M +$998K +89,037 +19%
Deutsche Bank
25
Deutsche Bank
Germany
$3.73M +$4.61M +411,178 +391%

WNC Hedge Fund Activity: Q1 2020 in Review

199 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Wabash National (WNC) for Q1 2020, worth a combined $426M — down 49% from $842M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WNC positions and 30 closed out — a net gain of 5 holders — while 76 added to existing stakes and 53 trimmed.

The largest buyer was Towle & Co, opening a new position worth an estimated $15.8M. The largest seller was JP Morgan Chase, cutting an estimated $15M.

  • 199 institutional investors held Wabash National (WNC) as of Q1 2020, up from 196 in Q4 2019.
  • Funds reported $426M of Wabash National stock for Q1 2020, down 49% quarter-over-quarter.
  • 35 funds opened new Wabash National positions in Q1 2020 and 30 closed out, a net change of +5 holders.
  • The largest Wabash National buyer in Q1 2020 was Towle & Co, an estimated $15.8M added.
  • The largest Wabash National seller in Q1 2020 was JP Morgan Chase, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2020.