We are live on ! Find out more
WAT icon

Waters Corp

648 hedge funds and large institutions have $15.7B invested in Waters Corp in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 231 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 61

1.35% more ownership

Funds ownership: 95.4%96.76% (+1.4%)

4% more capital invested

Capital invested by funds: $15.1B → $15.7B (+$654M)

0% more funds holding

Funds holding: 645648 (+3)

6% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 231

31% less call options, than puts

Call options by funds: $55.6M | Put options by funds: $81.1M

Holders
648
Holders Change
+3
Holders Change %
+0.47%
% of All Funds
10.28%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
70
Increased
216
Reduced
231
Closed
61
Calls
$55.6M
Puts
$81.1M
Net Calls
-$25.5M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
451
Savant Capital
Illinois
$331K -$5.8K -21 -2%
PAM
452
Paradigm Asset Management
New York
$329K
SFG
453
SevenBridge Financial Group
Pennsylvania
$329K
CA
454
Clearstead Advisors
Ohio
$328K +$170K +615 +106%
O
455
Ossiam
France
$327K -$27.4K -99 -8%
MLL
456
Moody Lynn & Lieberson
Massachusetts
$324K
STA
457
Summit Trail Advisors
New York
$324K +$12.2K +44 +4%
MYAM
458
Meiji Yasuda Asset Management
Japan
$318K +$5.53K +20 +2%
CIA
459
Compass Ion Advisors
Pennsylvania
$318K +$321K +1,160 New
GT
460
Greenleaf Trust
Michigan
$312K +$49.7K +180 +19%
MHIC
461
Marble Harbor Investment Counsel
Massachusetts
$310K
CCM
462
Coldstream Capital Management
Washington
$296K +$1.93K +7 +0.7%
CANY
463
Caxton Associates (New York)
New York
$293K -$2.4M -8,686 -89%
AI
464
Accredited Investors
Minnesota
$289K
JIC
465
Johnson Investment Counsel
Ohio
$288K -$1.93K -7 -0.7%
TIAA Trust, National Association
466
TIAA Trust, National Association
North Carolina
$288K +$290K +1,050 New
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$286K +$36.5K +132 +15%
SP
468
Symmetry Partners
Connecticut
$278K
Federated Hermes
469
Federated Hermes
Pennsylvania
$275K -$978K -3,539 -78%
AIMCA
470
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$274K -$5M -18,077 -95%
JWBC
471
John W. Bristol & Co
New York
$274K
HIG
472
Heritage Investment Group
Florida
$274K
Mercer Global Advisors
473
Mercer Global Advisors
Colorado
$274K +$6.36K +23 +2%
FC
474
Forte Capital
New York
$270K
MAS
475
Meeder Advisory Services
Ohio
$268K -$25.7K -93 -9%

WAT Hedge Fund Activity: Q3 2023 in Review

648 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q3 2023, worth a combined $15.7B — up 4.3% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new WAT positions and 61 closed out — a net gain of 9 holders — while 216 added to existing stakes and 231 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $160M. The largest seller was BlackRock, cutting an estimated $148M.

  • 648 institutional investors held Waters Corp (WAT) as of Q3 2023, up from 645 in Q2 2023.
  • Funds reported $15.7B of Waters Corp stock for Q3 2023, up 4.3% quarter-over-quarter.
  • 70 funds opened new Waters Corp positions in Q3 2023 and 61 closed out, a net change of +9 holders.
  • The largest Waters Corp buyer in Q3 2023 was London Company of Virginia, an estimated $160M added.
  • The largest Waters Corp seller in Q3 2023 was BlackRock, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2023.