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
MFG
601
Mendota Financial Group
Wisconsin
$23K +$19.3K +70 New
BSB
602
Bangor Savings Bank
Maine
$23K
PTC
603
Private Trust Company
Ohio
$22.4K -$13.8K -50 -42%
DGAM
604
Desjardins Global Asset Management
Quebec, Canada
$21.4K +$276 +1 +2%
MCM
605
MV Capital Management
Maryland
$18.8K +$1.66K +6 +12%
CCA
606
Catalyst Capital Advisors
New York
$18.8K -$3.59K -13 -19%
MRC
607
Millburn Ridgefield Corp
New York
$18.8K -$3.59K -13 -19%
RS
608
Rakuten Securities
Japan
$17.8K +$14.9K +54 New
PWMG
609
Prestige Wealth Management Group
New Jersey
$17.1K
Loomis, Sayles & Company
610
Loomis, Sayles & Company
Massachusetts
$17K -$11K -40 -44%
EWA
611
EverSource Wealth Advisors
Alabama
$16.8K -$5.25K -19 -27%
IFAM
612
Institutional & Family Asset Management
Colorado
$16.5K -$13.8K -50 -50%
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$16.5K
JWA
614
JFS Wealth Advisors
Pennsylvania
$14.5K +$2.76K +10 +29%
BWM
615
BKM Wealth Management
Wisconsin
$14.5K +$12.2K +44 New
CFO
616
CVA Family Office
Colorado
$14.5K +$12.2K +44 New
C
617
Covestor
United Kingdom
$14K -$276 -1 -2%
ZB
618
Zions Bancorporation
Utah
$13.5K -$552 -2 -5%
DJSG
619
D.J. St. Germain
Massachusetts
$11.9K +$9.94K +36 New
NA
620
NewEdge Advisors
Louisiana
$11.5K -$20.7K -75 -68%
JWM
621
Janiczek Wealth Management
Colorado
$11.2K -$6.63K -24 -41%
HI
622
Harbour Investments
Wisconsin
$10.2K +$4.7K +17 +121%
FFA
623
Frazier Financial Advisors
Ohio
$9.88K +$8.29K +30 New
WPA
624
West Paces Advisors
Georgia
$9.88K -$276 -1 -3%
NRG
625
Nemes Rush Group
Michigan
$9.55K

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.