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Wabash National

190 hedge funds and large institutions have $655M invested in Wabash National in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $426M → $655M (+$229M)

48% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $1.42M

5.21% more ownership

Funds ownership: 111.04%116.25% (+5.2%)

5% less funds holding

Funds holding: 199190 (-9)

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

24% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 78

Holders
190
Holders Change
-9
Holders Change %
-4.52%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
59
Reduced
78
Closed
30
Calls
$2.1M
Puts
$1.42M
Net Calls
+$685K
Net Calls Change
+$964K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$94.2M +$9.24K +1,050 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$69.5M -$4.26M -484,219 -7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$46.9M -$963K -109,381 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$29.3M +$333K +37,787 +1%
LSV Asset Management
5
LSV Asset Management
Illinois
$27.8M -$2.54M -288,797 -10%
Franklin Resources
6
Franklin Resources
California
$26.4M +$20.2M +2,289,274 New
State Street
7
State Street
Massachusetts
$20.4M -$602K -68,350 -3%
Invesco
8
Invesco
Georgia
$17.2M +$9.43M +1,071,509 +196%
PCM
9
Peregrine Capital Management
Minnesota
$16.3M -$209K -23,764 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$16.1M +$3.25M +369,300 +32%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$15.1M +$1.92M +217,809 +18%
Goldman Sachs
12
Goldman Sachs
New York
$15M -$898K -101,983 -7%
TC
13
Towle & Co
Colorado
$14.9M -$27.9K -3,170 -0.2%
ACB
14
Aristotle Capital Boston
Massachusetts
$14.3M +$1.72M +194,818 +17%
KCM
15
Kennedy Capital Management
Missouri
$12.1M +$1.26M +143,265 +14%
CVA
16
Ceredex Value Advisors
Florida
$10.6M
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$10.2M +$4.09M +464,864 +94%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$10.2M -$606K -68,845 -7%
Victory Capital Management
19
Victory Capital Management
Texas
$9.72M +$3M +340,383 +59%
Charles Schwab
20
Charles Schwab
California
$9.32M -$629K -71,391 -8%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$8.96M +$3.73M +423,835 +99%
RA
22
Royce & Associates
New York
$8.94M +$2.25M +255,541 +44%
CCM
23
Channing Capital Management
Illinois
$8.74M +$5.02M +570,490 +226%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$8.08M -$110K -12,498 -2%
Northern Trust
25
Northern Trust
Illinois
$7.8M -$307K -34,885 -5%

WNC Hedge Fund Activity: Q2 2020 in Review

190 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Wabash National (WNC) for Q2 2020, worth a combined $655M — up 54% from $426M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of WNC and 23 opened new positions — a net loss of 7 holders — while 78 trimmed existing stakes and 59 added.

The largest buyer was Franklin Resources, opening a new position worth an estimated $20.2M. The largest seller was Prudential Financial, cutting an estimated $10.9M.

  • 190 institutional investors held Wabash National (WNC) as of Q2 2020, down from 199 in Q1 2020.
  • Funds reported $655M of Wabash National stock for Q2 2020, up 54% quarter-over-quarter.
  • 23 funds opened new Wabash National positions in Q2 2020 and 30 closed out, a net change of -7 holders.
  • The largest Wabash National buyer in Q2 2020 was Franklin Resources, an estimated $20.2M added.
  • The largest Wabash National seller in Q2 2020 was Prudential Financial, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2020.