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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
SS
651
Sunbelt Securities
Texas
$3.35K +$3.56K +11 New
ANBT
652
American National Bank & Trust
Texas
$3.1K
MFC
653
Mechanics Financial Corp
Ohio
$3.1K
RA
654
Rise Advisors
New York
$3.1K
IAIM
655
International Assets Investment Management
Florida
$3.1K +$3.23K +10 New
AA
656
AlphaMark Advisors
Kentucky
$3K
Commonwealth Equity Services
657
Commonwealth Equity Services
Massachusetts
$2.83K +$148K +458 +5%
BWL
658
Bogart Wealth LLC
Virginia
$2.79K +$2.91K +9 New
AWM
659
Abound Wealth Management
Tennessee
$2.17K
KFP
660
KB Financial Partners
New Jersey
$2K
BWM
661
BerganKDV Wealth Management
Minnesota
$1.86K
SIC
662
SJS Investment Consulting
Ohio
$1.55K -$323 -1 -17%
EBA
663
Eagle Bay Advisors
New York
$1.55K
DI
664
Disciplined Investments
Oklahoma
$1.24K -$647 -2 -33%
JWM
665
Janiczek Wealth Management
Colorado
$1.23K -$647 -2 -33%
AW
666
Avion Wealth
Texas
$1K +$970 +3 New
FSWA
667
Financial Synergies Wealth Advisors
Texas
$929
LIM
668
Longfellow Investment Management
Massachusetts
$929
NSIM
669
North Star Investment Management
Illinois
$929
CCA
670
Column Capital Advisors
Indiana
$619
ECM
671
Everence Capital Management
Indiana
$510
AAS
672
Ameritas Advisory Services
Nebraska
$464 +$647 +2 New
HI
673
Harbour Investments
Wisconsin
$310 -$1.29K -4 -80%
WA
674
WestEnd Advisors
North Carolina
$310 -$323 -1 Closed
TWD
675
True Wealth Design
Ohio
$310

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.