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Waters Corp

648 hedge funds and large institutions have $15.7B invested in Waters Corp in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 231 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 61

1.35% more ownership

Funds ownership: 95.4%96.76% (+1.4%)

4% more capital invested

Capital invested by funds: $15.1B → $15.7B (+$654M)

0% more funds holding

Funds holding: 645648 (+3)

6% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 231

31% less call options, than puts

Call options by funds: $55.6M | Put options by funds: $81.1M

Holders
648
Holders Change
+3
Holders Change %
+0.47%
% of All Funds
10.28%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
70
Increased
216
Reduced
231
Closed
61
Calls
$55.6M
Puts
$81.1M
Net Calls
-$25.5M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
626
Sunbelt Securities
Texas
$3.02K
AA
627
AlphaMark Advisors
Kentucky
$3K
Canada Pension Plan Investment Board
628
Canada Pension Plan Investment Board
Ontario, Canada
$2.74K -$7.22M -26,140 -100%
MFC
629
Mechanics Financial Corp
Ohio
$2.74K
MIM
630
Macroview Investment Management
Maryland
$2.19K +$2.21K +8 New
BHWM
631
Bay Harbor Wealth Management
Maryland
$2.19K -$276 -1 -11%
KFP
632
KB Financial Partners
New Jersey
$2K
Lazard Asset Management
633
Lazard Asset Management
New York
$2K
AW
634
Avion Wealth
Texas
$2K +$1.66K +6 +300%
AWM
635
Abound Wealth Management
Tennessee
$1.92K -$276 -1 -13%
LF
636
Lee Financial
Texas
$1.92K
AF
637
Advisornet Financial
Minnesota
$1.92K -$1.1K -4 -36%
CFD
638
Creative Financial Designs
Indiana
$1.65K
SIC
639
SJS Investment Consulting
Ohio
$1.37K +$553 +2 +67%
LIM
640
Longfellow Investment Management
Massachusetts
$1.37K
LFG
641
Larson Financial Group
Missouri
$1.37K +$1.38K +5 New
FSWA
642
Financial Synergies Wealth Advisors
Texas
$823
NSIM
643
North Star Investment Management
Illinois
$823
1832 Asset Management
644
1832 Asset Management
Ontario, Canada
$822 -$2.28M -8,241 -100%
CCA
645
Column Capital Advisors
Indiana
$548
ECM
646
Everence Capital Management
Indiana
$451
TWD
647
True Wealth Design
Ohio
$275
CPG
648
Cornerstone Planning Group
New Jersey
$274 +$276 +1 New
WA
649
WestEnd Advisors
North Carolina
$274 +$276 +1 New
PHS
650
PFM Health Sciences
California
-$25.2M -94,624 Closed

WAT Hedge Fund Activity: Q3 2023 in Review

648 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q3 2023, worth a combined $15.7B — up 4.3% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new WAT positions and 61 closed out — a net gain of 9 holders — while 216 added to existing stakes and 231 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $160M. The largest seller was BlackRock, cutting an estimated $148M.

  • 648 institutional investors held Waters Corp (WAT) as of Q3 2023, up from 645 in Q2 2023.
  • Funds reported $15.7B of Waters Corp stock for Q3 2023, up 4.3% quarter-over-quarter.
  • 70 funds opened new Waters Corp positions in Q3 2023 and 61 closed out, a net change of +9 holders.
  • The largest Waters Corp buyer in Q3 2023 was London Company of Virginia, an estimated $160M added.
  • The largest Waters Corp seller in Q3 2023 was BlackRock, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2023.