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Waters Corp

665 hedge funds and large institutions have $20.3B invested in Waters Corp in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 194 increasing their positions, 239 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 74

2% more funds holding

Funds holding: 655665 (+10)

1.13% more ownership

Funds ownership: 88.63%89.76% (+1.1%)

5% more capital invested

Capital invested by funds: $19.4B → $20.3B (+$907M)

16% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $58.7M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

19% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 239

Holders
665
Holders Change
+10
Holders Change %
+1.53%
% of All Funds
10.23%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
93
Increased
194
Reduced
239
Closed
74
Calls
$49.2M
Puts
$58.7M
Net Calls
-$9.49M
Net Calls Change
-$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CSWG
501
Cardinal Strategic Wealth Guidance
Kentucky
$279K
CCA
502
Checchi Capital Advisers
California
$277K +$7.7K +22 +3%
FA
503
FDx Advisors
Illinois
$275K -$353K -1,008 -58%
AC
504
Avestar Capital
New York
$274K +$46.5K +133 +22%
AWM
505
Altavista Wealth Management
North Carolina
$273K
CI
506
Conning Inc
Connecticut
$272K -$32.9K -94 -11%
FFM
507
Forum Financial Management
Illinois
$272K +$255K +729 New
CAM
508
Columbia Asset Management
Michigan
$263K
PFO
509
Pathstone Family Office
New Jersey
$259K +$243K +695 New
GWM
510
Gitterman Wealth Management
New Jersey
$256K +$240K +687 New
Rockefeller Capital Management
511
Rockefeller Capital Management
New York
$251K -$328K -939 -58%
MWM
512
Modera Wealth Management
New Jersey
$249K +$234K +669 New
BAAM
513
Baker Avenue Asset Management
California
$246K +$231K +660 New
BIA
514
Bigelow Investment Advisors
Maine
$244K
SFI
515
Siemens Fonds Invest
Germany
$242K -$700 -2 -0.3%
ABC
516
Associated Banc-Corp
Wisconsin
$241K +$1.4K +4 +0.6%
CAM
517
Cresset Asset Management
Illinois
$238K +$1.4K +4 +0.6%
CAC
518
Cowen and Company
New York
$235K +$221K +632 New
B
519
Barings
North Carolina
$234K -$28.7K -82 -12%
QCG
520
Quadrant Capital Group
Ohio
$234K +$4.55K +13 +2%
S
521
SignatureFD
Georgia
$232K -$39.5K -113 -15%
CNC
522
Canandaigua National Corp
New York
$230K +$216K +618 New
TAM
523
Trust Asset Management
Texas
$227K
RI
524
Ridgewood Investments
New Jersey
$226K
BBA
525
BLB&B Advisors
Pennsylvania
$224K -$210K -600 -50%

WAT Hedge Fund Activity: Q4 2021 in Review

665 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q4 2021, worth a combined $20.3B — up 4.7% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new WAT positions and 74 closed out — a net gain of 19 holders — while 194 added to existing stakes and 239 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $293M. The largest seller was Nordea Investment Management, cutting an estimated $117M.

  • 665 institutional investors held Waters Corp (WAT) as of Q4 2021, up from 655 in Q3 2021.
  • Funds reported $20.3B of Waters Corp stock for Q4 2021, up 4.7% quarter-over-quarter.
  • 93 funds opened new Waters Corp positions in Q4 2021 and 74 closed out, a net change of +19 holders.
  • The largest Waters Corp buyer in Q4 2021 was Wellington Management Group, an estimated $293M added.
  • The largest Waters Corp seller in Q4 2021 was Nordea Investment Management, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2021.