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Wabash National

174 hedge funds and large institutions have $695M invested in Wabash National in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 77 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $655M → $695M (+$40.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.04% less ownership

Funds ownership: 116.25%110.21% (-6%)

8% less funds holding

Funds holding: 190174 (-16)

43% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 77

47% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 34

68% less call options, than puts

Call options by funds: $1.49M | Put options by funds: $4.71M

Holders
174
Holders Change
-16
Holders Change %
-8.42%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
44
Reduced
77
Closed
34
Calls
$1.49M
Puts
$4.71M
Net Calls
-$3.21M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$101M -$5.07M -430,998 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$77.4M -$842K -71,666 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$49.9M -$2.82M -239,856 -5%
Franklin Resources
4
Franklin Resources
California
$47M +$19.3M +1,644,502 +72%
JP Morgan Chase
5
JP Morgan Chase
New York
$30.3M -$3M -254,808 -9%
State Street
6
State Street
Massachusetts
$22.5M -$534K -45,388 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$19.2M +$2.18M +185,376 +13%
PCM
8
Peregrine Capital Management
Minnesota
$18.6M +$215K +18,303 +1%
Renaissance Technologies
9
Renaissance Technologies
New York
$17.7M -$399K -33,900 -2%
LSV Asset Management
10
LSV Asset Management
Illinois
$16.9M -$14.1M -1,199,681 -46%
ACB
11
Aristotle Capital Boston
Massachusetts
$16.3M +$179K +15,229 +1%
TC
12
Towle & Co
Colorado
$15.4M -$1.37M -116,398 -8%
KCM
13
Kennedy Capital Management
Missouri
$14.2M +$538K +45,800 +4%
RA
14
Royce & Associates
New York
$12.9M +$2.8M +238,185 +28%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$12.5M +$12.3M +1,046,625 New
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$11.9M +$398K +33,867 +4%
Victory Capital Management
17
Victory Capital Management
Texas
$11.1M +$109K +9,301 +1%
CVA
18
Ceredex Value Advisors
Florida
$10.7M -$1.22M -103,600 -10%
CCM
19
Channing Capital Management
Illinois
$10.7M +$800K +68,019 +8%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$10.5M -$956K -81,332 -9%
Charles Schwab
21
Charles Schwab
California
$10.2M -$317K -26,943 -3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$9.1M +$1.02K +87 +0%
Northern Trust
23
Northern Trust
Illinois
$8.36M -$418K -35,542 -5%
Goldman Sachs
24
Goldman Sachs
New York
$8.18M -$8.58M -729,500 -52%
RI
25
RWWM Inc
California
$6.87M -$46.5K -3,952 -0.7%

WNC Hedge Fund Activity: Q3 2020 in Review

174 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Wabash National (WNC) for Q3 2020, worth a combined $695M — up 6.1% from $655M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WNC and 18 opened new positions — a net loss of 16 holders — while 77 trimmed existing stakes and 44 added.

The largest buyer was Franklin Resources, adding an estimated $19.3M. The largest seller was Invesco, cutting an estimated $14.2M.

  • 174 institutional investors held Wabash National (WNC) as of Q3 2020, down from 190 in Q2 2020.
  • Funds reported $695M of Wabash National stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 18 funds opened new Wabash National positions in Q3 2020 and 34 closed out, a net change of -16 holders.
  • The largest Wabash National buyer in Q3 2020 was Franklin Resources, an estimated $19.3M added.
  • The largest Wabash National seller in Q3 2020 was Invesco, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2020.