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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
FFO
626
Fortitude Family Office
Arizona
$9.22K +$7.73K +28 New
NS
627
NBC Securities
Alabama
$9K -$1.93K -7 -19%
GKIM
628
GW&K Investment Management
Massachusetts
$9K +$552 +2 +8%
SPIA
629
Steward Partners Investment Advisory
New York
$8.56K
CCA
630
Criterion Capital Advisors
Tennessee
$8.56K +$7.18K +26 New
BCM
631
Bourgeon Capital Management
Connecticut
$8.23K
VCM
632
Versant Capital Management
Arizona
$8.23K +$1.38K +5 +25%
PWMG
633
Private Wealth Management Group
New Jersey
$8.23K +$6.91K +25 New
BTI
634
Blue Trust Inc
Georgia
$8K -$13K -47 -63%
RCM
635
Raleigh Capital Management
North Carolina
$7.57K
WTC
636
WhitTier Trust Company
Nevada
$7.24K
AF
637
Advisornet Financial
Minnesota
$6.25K +$3.31K +12 +171%
EAM
638
Eukles Asset Management
Ohio
$5.93K
PA
639
Pineridge Advisors
Missouri
$5.6K +$4.7K +17 New
FMP
640
Financial Management Professionals
Texas
$5K
BIA
641
Bell Investment Advisors
California
$4.94K -$3.59K -13 -46%
CP
642
Castleview Partners
Texas
$3.95K +$3.31K +12 New
PCMC
643
Planning Capital Management Corporation
Pennsylvania
$3.95K +$3.31K +12 New
SS
644
Sunbelt Securities
Texas
$3.62K
AP
645
Aspect Partners
Virginia
$3.62K +$3.04K +11 New
S
646
Sachetta
Massachusetts
$3.29K +$2.76K +10 New
Canada Pension Plan Investment Board
647
Canada Pension Plan Investment Board
Ontario, Canada
$3.29K
MFC
648
Mechanics Financial Corp
Ohio
$3.29K
AA
649
AlphaMark Advisors
Kentucky
$3K
OC
650
Oakworth Capital
Alabama
$2.63K +$2.21K +8 New

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.