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Wabash National

225 hedge funds and large institutions have $1.13B invested in Wabash National in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more capital invested

Capital invested by funds: $957M → $1.13B (+$177M)

10% more funds holding

Funds holding: 204225 (+21)

1.63% more ownership

Funds ownership: 95.39%97.02% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 90

47% less call options, than puts

Call options by funds: $931K | Put options by funds: $1.77M

Holders
225
Holders Change
+21
Holders Change %
+10.29%
% of All Funds
3.59%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
42
Increased
72
Reduced
90
Closed
20
Calls
$931K
Puts
$1.77M
Net Calls
-$841K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$188M -$3.95M -152,082 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$165M +$5.6M +215,888 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$79.8M -$4.74M -182,834 -5%
State Street
4
State Street
Massachusetts
$41.8M +$759K +29,263 +2%
N
5
Nuveen
North Carolina
$26.8M +$7.6M +292,894 +37%
PCM
6
Peregrine Capital Management
Minnesota
$26.8M -$812K -31,302 -3%
DCM
7
Driehaus Capital Management
Illinois
$24.9M +$10.8M +414,774 +69%
Charles Schwab
8
Charles Schwab
California
$22.3M -$1.5M -57,901 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$21.8M +$605K +23,332 +3%
Boston Partners
10
Boston Partners
Massachusetts
$20.1M +$325K +12,528 +2%
ACB
11
Aristotle Capital Boston
Massachusetts
$19.3M -$93.5K -3,603 -0.5%
RA
12
Royce & Associates
New York
$19.3M -$3.18M -122,648 -14%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$18.4M +$404K +15,562 +2%
Renaissance Technologies
14
Renaissance Technologies
New York
$17.6M -$208K -8,000 -1%
IECM
15
Intrinsic Edge Capital Management
Illinois
$17.4M +$18.3M +706,375 New
Morgan Stanley
16
Morgan Stanley
New York
$17M +$2.78M +107,219 +18%
LSV Asset Management
17
LSV Asset Management
Illinois
$17M +$3.22M +124,087 +22%
Victory Capital Management
18
Victory Capital Management
Texas
$16.4M -$18.6M -716,616 -52%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$14.9M -$8.47M -326,261 -35%
KCM
20
Kennedy Capital Management
Missouri
$14.4M -$1.36M -52,514 -8%
Northern Trust
21
Northern Trust
Illinois
$12.5M -$51K -1,967 -0.4%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$12.3M -$1.72M -66,303 -12%
RI
23
RWWM Inc
California
$11M -$32.3K -1,244 -0.3%
Invesco
24
Invesco
Georgia
$10.1M -$2.66M -102,540 -20%
Goldman Sachs
25
Goldman Sachs
New York
$9.79M -$1.75M -67,457 -14%

WNC Hedge Fund Activity: Q1 2023 in Review

225 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Wabash National (WNC) for Q1 2023, worth a combined $1.13B — up 18% from $957M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new WNC positions and 20 closed out — a net gain of 22 holders — while 72 added to existing stakes and 90 trimmed.

The largest buyer was Intrinsic Edge Capital Management, opening a new position worth an estimated $18.3M. The largest seller was Millennium Management, cutting an estimated $24.6M.

  • 225 institutional investors held Wabash National (WNC) as of Q1 2023, up from 204 in Q4 2022.
  • Funds reported $1.13B of Wabash National stock for Q1 2023, up 18% quarter-over-quarter.
  • 42 funds opened new Wabash National positions in Q1 2023 and 20 closed out, a net change of +22 holders.
  • The largest Wabash National buyer in Q1 2023 was Intrinsic Edge Capital Management, an estimated $18.3M added.
  • The largest Wabash National seller in Q1 2023 was Millennium Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q1 2023.