We are live on ! Find out more
WAT icon

Waters Corp

552 hedge funds and large institutions have $12.6B invested in Waters Corp in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 163 increasing their positions, 210 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.3% less ownership

Funds ownership: 91.92%89.62% (-2.3%)

3% less funds holding

Funds holding: 567552 (-15)

9% less capital invested

Capital invested by funds: $13.8B → $12.6B (-$1.18B)

16% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 68

22% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 210

94% less call options, than puts

Call options by funds: $7.78M | Put options by funds: $124M

Holders
552
Holders Change
-15
Holders Change %
-2.65%
% of All Funds
12.3%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
57
Increased
163
Reduced
210
Closed
68
Calls
$7.78M
Puts
$124M
Net Calls
-$116M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
476
Whittier Trust
California
$57K
ER
477
Enlightenment Research
Florida
$57K +$57K +300 New
VanEck Associates
478
VanEck Associates
New York
$56K +$14.2K +75 +34%
WAM
479
Wealthspire Advisors (Maryland)
Maryland
$55K
PAMU
480
Pictet Asset Management (UK)
United Kingdom
$53.9K +$15.4M +80,947 +40%
RFC
481
Regions Financial Corp
Alabama
$48K -$28.5K -150 -37%
APA
482
American Portfolios Advisors
New York
$47.7K +$190 +1 +0.4%
KTC
483
Kistler-Tiffany Companies
Pennsylvania
$47K
Schroder Investment Management Group
484
Schroder Investment Management Group
United Kingdom
$46.9K +$8.51M +44,787 +22%
MFBTD
485
MB Financial Bank - Trust Department
Illinois
$42K
KA
486
Kaizen Advisory
Illinois
$42K +$3.61K +19 +9%
GLI
487
Guardian Life Insurance
New York
$41K
LC
488
Lindbrook Capital
California
$41K +$41.4K +218 New
NCM
489
New Capital Management
Texas
$38K
WTB
490
Washington Trust Bank
Washington
$38K
RFA
491
Reilly Financial Advisors
California
$38K +$29.3K +154 +335%
RT
492
Rockland Trust
Massachusetts
$38K +$38K +200 New
S
493
SignatureFD
Georgia
$32K +$5.32K +28 +20%
OIA
494
Optimum Investment Advisors
Illinois
$28K
FTI
495
Fiduciary Trust International
Massachusetts
$28K +$27.9K +147 New
PCG
496
Private Capital Group
Connecticut
$26K -$10.3K -54 -28%
Loomis, Sayles & Company
497
Loomis, Sayles & Company
Massachusetts
$24K -$1.52K -8 -6%
AF
498
Allworth Financial
California
$24K
HDIM
499
Hanson & Doremus Investment Management
Vermont
$23K
Pacer Advisors
500
Pacer Advisors
Pennsylvania
$22K -$797K -4,194 -97%

WAT Hedge Fund Activity: Q4 2018 in Review

552 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q4 2018, worth a combined $12.6B — down 8.5% from $13.8B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of WAT and 57 opened new positions — a net loss of 11 holders — while 210 trimmed existing stakes and 163 added.

The largest buyer was John W. Bristol & Co, opening a new position worth an estimated $53M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $321M sold.

  • 552 institutional investors held Waters Corp (WAT) as of Q4 2018, down from 567 in Q3 2018.
  • Funds reported $12.6B of Waters Corp stock for Q4 2018, down 8.5% quarter-over-quarter.
  • 57 funds opened new Waters Corp positions in Q4 2018 and 68 closed out, a net change of -11 holders.
  • The largest Waters Corp buyer in Q4 2018 was John W. Bristol & Co, an estimated $53M added.
  • The largest Waters Corp seller in Q4 2018 was Veritas Asset Management, an estimated $321M sold.

Based on aggregated 13F filings for Q4 2018.