We are live on ! Find out more
WAT icon

Waters Corp

671 hedge funds and large institutions have $19.6B invested in Waters Corp in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 211 increasing their positions, 253 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

25% more capital invested

Capital invested by funds: $15.7B → $19.6B (+$3.88B)

4.09% more ownership

Funds ownership: 96.76%100.84% (+4.1%)

4% more funds holding

Funds holding: 648671 (+23)

5% less call options, than puts

Call options by funds: $76.3M | Put options by funds: $79.9M

17% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 253

Holders
671
Holders Change
+23
Holders Change %
+3.55%
% of All Funds
9.78%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
92
Increased
211
Reduced
253
Closed
58
Calls
$76.3M
Puts
$79.9M
Net Calls
-$3.65M
Net Calls Change
+$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
376
Outlook Wealth Advisors
Texas
$698K -$153K -554 -21%
KRSITF
377
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$693K -$9.39K -34 -2%
BF
378
BOK Financial
Oklahoma
$692K +$552 +2 +0.1%
CC
379
Centiva Capital
New York
$691K +$579K +2,098 New
NB
380
Norinchukin Bank
Japan
$686K -$59.4K -215 -9%
EF
381
Empirical Finance
Pennsylvania
$683K +$4.7K +17 +0.8%
PAS
382
Park Avenue Securities
New York
$679K -$49.2K -178 -8%
FIM
383
Fernwood Investment Management
Massachusetts
$667K
KAS
384
Kestra Advisory Services
Texas
$651K +$88.9K +322 +19%
FPFS
385
First Personal Financial Services
North Carolina
$635K
ORI
386
Oak Ridge Investments
Illinois
$620K -$30.7K -111 -6%
Credit Agricole
387
Credit Agricole
France
$617K +$364K +1,317 +237%
NMIMC
388
Northwestern Mutual Investment Management Company
Wisconsin
$616K +$1.93K +7 +0.4%
NAM
389
NorthCrest Asset Manangement
Minnesota
$613K
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$608K +$17.4K +63 +4%
SC
391
Sonen Capital
California
$588K
BLC
392
Brown, Lisle/Cummings
Rhode Island
$582K
PWMAG
393
Pinnacle Wealth Management Advisory Group
New Jersey
$571K +$34K +123 +8%
MMPW
394
Mitchell McLeod Pugh & Williams
Alabama
$569K -$2.76K -10 -0.6%
MIA
395
MeadowBrook Investment Advisors
Michigan
$563K +$472K +1,710 New
CRIG
396
Charter Research & Investment Group
Connecticut
$560K
Lido Advisors
397
Lido Advisors
California
$549K -$5.47M -19,811 -92%
CWA
398
Canvas Wealth Advisors
Kansas
$547K +$490K +1,775 New
ECM
399
Everence Capital Management
Indiana
$542K
BPA
400
Beacon Pointe Advisors
California
$531K -$74K -268 -14%

WAT Hedge Fund Activity: Q4 2023 in Review

671 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q4 2023, worth a combined $19.6B — up 25% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new WAT positions and 58 closed out — a net gain of 34 holders — while 211 added to existing stakes and 253 trimmed.

The largest buyer was GuardCap Asset Management, opening a new position worth an estimated $304M. The largest seller was American Century Companies, cutting an estimated $140M.

  • 671 institutional investors held Waters Corp (WAT) as of Q4 2023, up from 648 in Q3 2023.
  • Funds reported $19.6B of Waters Corp stock for Q4 2023, up 25% quarter-over-quarter.
  • 92 funds opened new Waters Corp positions in Q4 2023 and 58 closed out, a net change of +34 holders.
  • The largest Waters Corp buyer in Q4 2023 was GuardCap Asset Management, an estimated $304M added.
  • The largest Waters Corp seller in Q4 2023 was American Century Companies, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.