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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
AWM
651
Abound Wealth Management
Tennessee
$2.31K
TC
652
Tacita Capital
Ontario, Canada
$2.31K +$1.93K +7 New
AW
653
Avion Wealth
Texas
$2K -$552 -2 -25%
Lazard Asset Management
654
Lazard Asset Management
New York
$2K
SIC
655
SJS Investment Consulting
Ohio
$1.98K +$276 +1 +20%
BHWM
656
Bay Harbor Wealth Management
Maryland
$1.98K -$552 -2 -25%
CFD
657
Creative Financial Designs
Indiana
$1.98K
Jones Financial Companies
658
Jones Financial Companies
Missouri
$1.98K +$1.66K +6 New
DPW
659
DiNuzzo Private Wealth
Pennsylvania
$1.65K +$1.38K +5 New
LIM
660
Longfellow Investment Management
Massachusetts
$1.65K
DF
661
Dunhill Financial
United Kingdom
$1.52K +$1.38K +5 New
FSWA
662
Financial Synergies Wealth Advisors
Texas
$1.03K
CAM
663
ClariVest Asset Management
California
$666 +$552 +2 New
FPF
664
First Pacific Financial
Washington
$659 +$552 +2 New
Kayne Anderson Rudnick Investment Management
665
Kayne Anderson Rudnick Investment Management
California
$658 -$13.8M -49,839 -100%
VWA
666
Valued Wealth Advisors
Utah
$549 +$552 +2 New
TWD
667
True Wealth Design
Ohio
$330
EWM
668
Evermay Wealth Management
Virginia
$330 +$276 +1 New
LFG
669
Larson Financial Group
Missouri
$329 -$1.1K -4 -80%
CPG
670
Cornerstone Planning Group
New Jersey
$329
WA
671
WestEnd Advisors
North Carolina
$329
DWM
672
Dogwood Wealth Management
Kansas
$3
WP
673
Woodline Partners
California
-$24M -87,627 Closed
Voloridge Investment Management
674
Voloridge Investment Management
Florida
-$10.3M -37,632 Closed
BPC
675
Banque Pictet & Cie
Switzerland
-$7.3M -26,612 Closed

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.