Waters Corp
449 hedge funds and large institutions have $9.4B invested in Waters Corp in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 130 increasing their positions, 171 reducing their positions, and 31 closing their positions.
61% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 31
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
11% more capital invested
Capital invested by funds: $8.5B → $9.4B (+$902M)
3% more funds holding
Funds holding: 438 → 449 (+11)
0.62% more ownership
Funds ownership: 90.48% → 91.11% (+0.62%)
10% less call options, than puts
Call options by funds: $21.2M | Put options by funds: $23.5M
24% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 171
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Evercore Trust Company
New York
|
+$44.3M |
| 2 |
Fundsmith LLP
London,
United Kingdom
|
+$37.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$36.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$33.4M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$55.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$53M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$30.4M |
| 4 |
Goldman Sachs
New York
|
-$26.5M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$19.7M |
WAT Hedge Fund Activity: Q1 2015 in Review
449 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q1 2015, worth a combined $9.4B — up 11% from $8.5B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new WAT positions and 31 closed out — a net gain of 19 holders — while 130 added to existing stakes and 171 trimmed.
The largest buyer was Evercore Trust Company, opening a new position worth an estimated $44.3M. The largest seller was American Century Companies, cutting an estimated $55.8M.
- 449 institutional investors held Waters Corp (WAT) as of Q1 2015, up from 438 in Q4 2014.
- Funds reported $9.4B of Waters Corp stock for Q1 2015, up 11% quarter-over-quarter.
- 50 funds opened new Waters Corp positions in Q1 2015 and 31 closed out, a net change of +19 holders.
- The largest Waters Corp buyer in Q1 2015 was Evercore Trust Company, an estimated $44.3M added.
- The largest Waters Corp seller in Q1 2015 was American Century Companies, an estimated $55.8M sold.
Based on aggregated 13F filings for Q1 2015.