Waters Corp
432 hedge funds and large institutions have $7.84B invested in Waters Corp in 2013 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 123 increasing their positions, 167 reducing their positions, and 36 closing their positions.
354% more call options, than puts
Call options by funds: $48.7M | Put options by funds: $10.7M
92% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 36
8% more funds holding
Funds holding: 401 → 432 (+31)
0.56% less ownership
Funds ownership: 92.54% → 91.98% (-0.56%)
6% less capital invested
Capital invested by funds: $8.37B → $7.84B (-$537M)
26% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 167
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$86.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$48.3M |
| 3 |
AC
Ascend Capital
Orinda,
California
|
+$36.3M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$31.7M |
| 5 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$121M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$103M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$74M |
| 4 |
Fundsmith LLP
London,
United Kingdom
|
-$47.7M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$31.5M |
WAT Hedge Fund Activity: Q4 2013 in Review
432 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q4 2013, worth a combined $7.84B — down 6.4% from $8.37B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new WAT positions and 36 closed out — a net gain of 33 holders — while 123 added to existing stakes and 167 trimmed.
The largest buyer was Generation Investment Management, adding an estimated $86.2M. The largest seller was Fidelity Investments, cutting an estimated $121M.
- 432 institutional investors held Waters Corp (WAT) as of Q4 2013, up from 401 in Q3 2013.
- Funds reported $7.84B of Waters Corp stock for Q4 2013, down 6.4% quarter-over-quarter.
- 69 funds opened new Waters Corp positions in Q4 2013 and 36 closed out, a net change of +33 holders.
- The largest Waters Corp buyer in Q4 2013 was Generation Investment Management, an estimated $86.2M added.
- The largest Waters Corp seller in Q4 2013 was Fidelity Investments, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2013.