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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
GFPC
576
Global Financial Private Client
Florida
$55.6K
VAG
577
VisionPoint Advisory Group
Texas
$53.7K +$5.25K +19 +13%
BWAM
578
Boyd Watterson Asset Management
Ohio
$52.7K
ASN
579
Advisory Services Network
Georgia
$51.4K +$43.1K +156 New
BWL
580
Bogart Wealth LLC
Virginia
$51K
TSWM
581
Tyler-Stone Wealth Management
Ohio
$49.4K
RIM
582
Rakuten Investment Management
Japan
$48.6K +$40.3K +146 New
GWS
583
Glassman Wealth Services
Virginia
$48.4K +$829 +3 +2%
LS
584
Livforsakringsbolaget Skandia
Sweden
$48K +$26.2K +95 +186%
CAL
585
Capital Advisors Ltd
Ohio
$46K
CFGS
586
Concourse Financial Group Securities
Alabama
$45.1K +$5.8K +21 +18%
TCWA
587
Turtle Creek Wealth Advisors
Texas
$41.5K +$34.8K +126 New
WT
588
Washington Trust
Rhode Island
$41.2K -$552 -2 -2%
AGWCA
589
Annis Gardner Whiting Capital Advisors
Florida
$39.2K
WIA
590
Wetzel Investment Advisors
Indiana
$39K +$32.9K +119 New
AF
591
Allworth Financial
California
$37.6K +$5.8K +21 +23%
ETC
592
Exchange Traded Concepts
Oklahoma
$34.6K +$29K +105 New
CIA
593
Cape Investment Advisory
Georgia
$33.9K +$829 +3 +3%
MAWCM
594
Mine & Arao Wealth Creation & Management
California
$32.9K
ADL
595
Asset Dedication LLC
California
$32K
FHA
596
First Horizon Advisors
Tennessee
$27.7K +$1.38K +5 +6%
Parallax Volatility Advisers
597
Parallax Volatility Advisers
California
$27.7K +$23.2K +84 New
PFBT
598
Parkside Financial Bank & Trust
Missouri
$27.3K -$9.67K -35 -30%
NCM
599
Northwest Capital Management
Oregon
$24.7K
TFM
600
TFC Financial Management
Massachusetts
$23K +$6.08K +22 +46%

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.