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.
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: 6 → 9 (+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: 648 → 671 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
GuardCap Asset Management
London,
United Kingdom
|
+$304M |
| 2 |
Morgan Stanley
New York
|
+$202M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$152M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$90.4M |
| 5 |
AC
AKO Capital
London,
United Kingdom
|
+$82.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$140M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$87.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$66.1M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$65.2M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
-$24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRC
726
Investors Research Corp
Atlanta,
Georgia
| – | -$3.29K | -12 | Closed |
|
|
MIM
727
Macroview Investment Management
Bethesda,
Maryland
| – | -$2.19K | -8 | Closed |
|
|
LF
728
Lee Financial
Dallas,
Texas
| – | -$1.92K | -7 | Closed |
|
729
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$822 | -3 | Closed |
|
|
NSIM
730
North Star Investment Management
Chicago,
Illinois
| – | -$823 | -3 | 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.