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Waters Corp

674 hedge funds and large institutions have $16.9B invested in Waters Corp in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 220 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 39

3% more funds holding

Funds holding: 652674 (+22)

2.63% more ownership

Funds ownership: 89.24%91.87% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 220

7% less capital invested

Capital invested by funds: $18.1B → $16.9B (-$1.2B)

21% less call options, than puts

Call options by funds: $30.4M | Put options by funds: $38.7M

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
674
Holders Change
+22
Holders Change %
+3.37%
% of All Funds
10.74%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
71
Increased
232
Reduced
220
Closed
39
Calls
$30.4M
Puts
$38.7M
Net Calls
-$8.26M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
626
Advisornet Financial
Minnesota
$10.5K +$323 +1 +3%
EWA
627
EverSource Wealth Advisors
Alabama
$10.2K +$647 +2 +6%
CAL
628
Capital Advisors Ltd
Ohio
$10K -$36.9K -114 -78%
EARNEST Partners
629
EARNEST Partners
Georgia
$9.91K
WPA
630
West Paces Advisors
Georgia
$9.91K
IA
631
IFP Advisors
Florida
$9.79K +$970 +3 +3%
NA
632
NewEdge Advisors
Louisiana
$9.29K
SWA
633
Sutton Wealth Advisors
Florida
$8.98K
CQS
634
Credential Qtrade Securities
$8.98K +$1.29K +4 +16%
CSPIA
635
Cary Street Partners Investment Advisory
Virginia
$8.67K
HWM
636
HighMark Wealth Management
Minnesota
$8.36K +$323 +1 +4%
RA
637
Rational Advisors
New York
$8.05K
SPIA
638
Steward Partners Investment Advisory
New York
$8.05K
BCM
639
Bourgeon Capital Management
Connecticut
$7.74K
GWM
640
Geneos Wealth Management
Colorado
$7.74K
FHA
641
First Horizon Advisors
Tennessee
$7.12K
FMP
642
Financial Management Professionals
Texas
$7K +$323 +1 +5%
TWA
643
TCI Wealth Advisors
Arizona
$6.81K -$323 -1 -4%
WTC
644
WhitTier Trust Company
Nevada
$6.81K
CFO
645
CVA Family Office
Colorado
$6.19K
VCM
646
Versant Capital Management
Arizona
$6.19K
EAM
647
Eukles Asset Management
Ohio
$5.57K
IRC
648
Investors Research Corp
Georgia
$3.72K
MCM
649
MV Capital Management
Maryland
$3.41K -$647 -2 -15%
SC
650
Schubert & Co
Texas
$3.41K -$323 -1 -8%

WAT Hedge Fund Activity: Q1 2023 in Review

674 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q1 2023, worth a combined $16.9B — down 6.6% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new WAT positions and 39 closed out — a net gain of 32 holders — while 232 added to existing stakes and 220 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $434M. The largest seller was Citadel Advisors, cutting an estimated $227M.

  • 674 institutional investors held Waters Corp (WAT) as of Q1 2023, up from 652 in Q4 2022.
  • Funds reported $16.9B of Waters Corp stock for Q1 2023, down 6.6% quarter-over-quarter.
  • 71 funds opened new Waters Corp positions in Q1 2023 and 39 closed out, a net change of +32 holders.
  • The largest Waters Corp buyer in Q1 2023 was AllianceBernstein, an estimated $434M added.
  • The largest Waters Corp seller in Q1 2023 was Citadel Advisors, an estimated $227M sold.

Based on aggregated 13F filings for Q1 2023.