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Waters Corp

554 hedge funds and large institutions have $15B invested in Waters Corp in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 174 increasing their positions, 224 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.25% more ownership

Funds ownership: 92.74%98.99% (+6.2%)

3% more capital invested

Capital invested by funds: $14.5B → $15B (+$502M)

3% less funds holding

Funds holding: 573554 (-19)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

22% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 224

30% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 54

39% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $35.6M

Holders
554
Holders Change
-19
Holders Change %
-3.32%
% of All Funds
12.68%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
38
Increased
174
Reduced
224
Closed
54
Calls
$21.8M
Puts
$35.6M
Net Calls
-$13.8M
Net Calls Change
-$6.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.51B -$10.2M -51,988 -0.7%
BlackRock
2
BlackRock
New York
$1.09B -$2.68M -13,590 -0.2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$924M -$42.3M -214,739 -4%
Fundsmith LLP
4
Fundsmith LLP
United Kingdom
$915M +$71M +360,404 +8%
FEF
5
Fundsmith Equity Fund
Connecticut
$915M +$931M +4,728,994 New
Bank of New York Mellon
6
Bank of New York Mellon
New York
$844M +$523M +2,657,055 +156%
State Street
7
State Street
Massachusetts
$590M -$20.2M -102,348 -3%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$495M -$3.47M -17,623 -0.7%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$398M -$10.8M -55,034 -3%
VAM
10
Veritas Asset Management
United Kingdom
$329M -$52.9M -268,479 -14%
JIM
11
Jensen Investment Management
Oregon
$205M +$10.4M +52,840 +5%
Renaissance Technologies
12
Renaissance Technologies
New York
$203M -$42.3M -214,600 -17%
Northern Trust
13
Northern Trust
Illinois
$201M -$8.39M -42,616 -4%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$187M +$6.76M +34,313 +4%
Franklin Resources
15
Franklin Resources
California
$187M +$14.4M +72,862 +8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$186M +$7.02M +35,622 +4%
HL
17
Harding Loevner
New Jersey
$167M -$142K -719 -0.1%
GT
18
Glenmede Trust
Pennsylvania
$165M -$558K -2,833 -0.3%
Invesco
19
Invesco
Georgia
$155M +$57M +289,278 +56%
CIP
20
Champlain Investment Partners
Vermont
$153M +$39.3M +199,740 +34%
BCM
21
Bares Capital Management
Texas
$151M +$6.74M +34,203 +5%
Norges Bank
22
Norges Bank
Norway
$136M
Bessemer Group
23
Bessemer Group
New Jersey
$127M +$1.36M +6,880 +1%
MAMU
24
Marathon Asset Management (UK)
United Kingdom
$117M +$141K +714 +0.1%
Deutsche Bank
25
Deutsche Bank
Germany
$107M -$18.3M -92,766 -14%

WAT Hedge Fund Activity: Q2 2018 in Review

554 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q2 2018, worth a combined $15B — up 3.5% from $14.5B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of WAT and 38 opened new positions — a net loss of 16 holders — while 224 trimmed existing stakes and 174 added.

The largest buyer was Bank of New York Mellon, adding an estimated $523M. The largest seller was Fidelity Investments, cutting an estimated $138M.

  • 554 institutional investors held Waters Corp (WAT) as of Q2 2018, down from 573 in Q1 2018.
  • Funds reported $15B of Waters Corp stock for Q2 2018, up 3.5% quarter-over-quarter.
  • 38 funds opened new Waters Corp positions in Q2 2018 and 54 closed out, a net change of -16 holders.
  • The largest Waters Corp buyer in Q2 2018 was Bank of New York Mellon, an estimated $523M added.
  • The largest Waters Corp seller in Q2 2018 was Fidelity Investments, an estimated $138M sold.

Based on aggregated 13F filings for Q2 2018.