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Waters Corp

665 hedge funds and large institutions have $20.3B invested in Waters Corp in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 194 increasing their positions, 239 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 74

2% more funds holding

Funds holding: 655665 (+10)

1.13% more ownership

Funds ownership: 88.63%89.76% (+1.1%)

5% more capital invested

Capital invested by funds: $19.4B → $20.3B (+$907M)

16% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $58.7M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

19% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 239

Holders
665
Holders Change
+10
Holders Change %
+1.53%
% of All Funds
10.23%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
93
Increased
194
Reduced
239
Closed
74
Calls
$49.2M
Puts
$58.7M
Net Calls
-$9.49M
Net Calls Change
-$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
BerganKDV Wealth Management
Minnesota
$2K
CCA
652
Column Capital Advisors
Indiana
$2K
JWM
653
Janiczek Wealth Management
Colorado
$2K
JWA
654
JFS Wealth Advisors
Pennsylvania
$2K +$1.75K +5 New
BBPWM
655
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2.1K +6 New
SWM
656
Spire Wealth Management
Virginia
$2K +$2.1K +6 New
LIM
657
Longfellow Investment Management
Massachusetts
$1K
CSWM
658
Cassady Schiller Wealth Management
Ohio
$1K +$700 +2 New
MBFW
659
Morton Brown Family Wealth
Pennsylvania
$1K +$700 +2 New
S
660
Surevest
California
$1K +$700 +2 New
CWM
661
Curi Wealth Management
North Carolina
$1K +$1.05K +3 New
SC
662
Schubert & Co
Texas
$1K +$1.4K +4 New
SFM
663
Signet Financial Management
New Jersey
$1K +$1.4K +4 New
BBHC
664
Brown Brothers Harriman & Co
New York
$194 +$157K +450 +625%
Qube Research & Technologies (QRT)
665
Qube Research & Technologies (QRT)
United Kingdom
-$19.5M -54,444 Closed
ACI
666
AMP Capital Investors
Australia
-$11.9M -33,236 Closed
CWM
667
CIBC World Markets
New York
-$10.4M -29,067 Closed
AIM
668
Achmea Investment Management
Netherlands
-$6.67M -18,655 Closed
TG
669
TCW Group
California
-$4.28K -11,972 Closed
KA
670
Kintegral Advisory
New York
-$3.99M -11,171 Closed
TC
671
TwinBeech Capital
New York
-$3.94M -11,036 Closed
DA
672
Duality Advisers
Florida
-$3.82M -10,697 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
673
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$3.72M -10,400 Closed
ECM
674
ExodusPoint Capital Management
New York
-$3.66M -10,232 Closed
CM
675
Capula Management
Cayman Islands
-$2.8M -7,824 Closed

WAT Hedge Fund Activity: Q4 2021 in Review

665 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q4 2021, worth a combined $20.3B — up 4.7% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new WAT positions and 74 closed out — a net gain of 19 holders — while 194 added to existing stakes and 239 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $293M. The largest seller was Nordea Investment Management, cutting an estimated $117M.

  • 665 institutional investors held Waters Corp (WAT) as of Q4 2021, up from 655 in Q3 2021.
  • Funds reported $20.3B of Waters Corp stock for Q4 2021, up 4.7% quarter-over-quarter.
  • 93 funds opened new Waters Corp positions in Q4 2021 and 74 closed out, a net change of +19 holders.
  • The largest Waters Corp buyer in Q4 2021 was Wellington Management Group, an estimated $293M added.
  • The largest Waters Corp seller in Q4 2021 was Nordea Investment Management, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2021.