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Wabash National

170 hedge funds and large institutions have $961M invested in Wabash National in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $953M → $961M (+$7.68M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 176170 (-6)

6.27% less ownership

Funds ownership: 104.54%98.27% (-6.3%)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

41% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 78

88% less call options, than puts

Call options by funds: $720K | Put options by funds: $6.15M

Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
46
Reduced
78
Closed
18
Calls
$720K
Puts
$6.15M
Net Calls
-$5.43M
Net Calls Change
-$678K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$171M +$3.46M +195,388 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$123M -$19.9K -1,125 -0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$65.5M -$7.17M -405,306 -10%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$53.2M +$10.7M +605,153 +27%
PCM
5
Peregrine Capital Management
Minnesota
$35.3M -$2.45M -138,211 -7%
RA
6
Royce & Associates
New York
$34.1M +$8.38M +473,645 +35%
State Street
7
State Street
Massachusetts
$32.4M -$2.69M -152,092 -8%
Renaissance Technologies
8
Renaissance Technologies
New York
$22.5M -$4.81M -271,739 -18%
TC
9
Towle & Co
Colorado
$21.5M -$821K -46,430 -4%
JP Morgan Chase
10
JP Morgan Chase
New York
$21.4M -$3.27M -184,951 -14%
LSV Asset Management
11
LSV Asset Management
Illinois
$20.2M -$1.7M -96,200 -8%
KCM
12
Kennedy Capital Management
Missouri
$19.4M -$1.06M -59,751 -5%
ACB
13
Aristotle Capital Boston
Massachusetts
$19M -$4.15M -234,577 -19%
Victory Capital Management
14
Victory Capital Management
Texas
$18.7M -$1.07M -60,756 -6%
CCM
15
Channing Capital Management
Illinois
$17.4M +$2.13M +120,374 +15%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$16.5M +$1.17M +66,164 +8%
Charles Schwab
17
Charles Schwab
California
$15.5M -$338K -19,130 -2%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$13.7M -$1.85M -104,696 -13%
Northern Trust
19
Northern Trust
Illinois
$11.8M -$894K -50,512 -7%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$11.7M -$4M -225,902 -27%
Goldman Sachs
21
Goldman Sachs
New York
$10.9M -$3.71M -209,993 -27%
RI
22
RWWM Inc
California
$10.5M -$244K -13,810 -2%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$9.85M -$1.68M -95,001 -15%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$8.67M +$1.21M +68,450 +17%
Principal Financial Group
25
Principal Financial Group
Iowa
$7.84M -$34.2K -1,934 -0.5%

WNC Hedge Fund Activity: Q1 2021 in Review

170 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Wabash National (WNC) for Q1 2021, worth a combined $961M — up 0.81% from $953M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WNC and 13 opened new positions — a net loss of 5 holders — while 78 trimmed existing stakes and 46 added.

The largest buyer was Bank of New York Mellon, adding an estimated $10.7M. The largest seller was Franklin Resources, exiting entirely with an estimated $53.4M sold.

  • 170 institutional investors held Wabash National (WNC) as of Q1 2021, down from 176 in Q4 2020.
  • Funds reported $961M of Wabash National stock for Q1 2021, up 0.81% quarter-over-quarter.
  • 13 funds opened new Wabash National positions in Q1 2021 and 18 closed out, a net change of -5 holders.
  • The largest Wabash National buyer in Q1 2021 was Bank of New York Mellon, an estimated $10.7M added.
  • The largest Wabash National seller in Q1 2021 was Franklin Resources, an estimated $53.4M sold.

Based on aggregated 13F filings for Q1 2021.