Waters Corp
569 hedge funds and large institutions have $13.8B invested in Waters Corp in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 242 reducing their positions, and 39 closing their positions.
51% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 39
3% more funds holding
Funds holding: 555 → 569 (+14)
7.07% less ownership
Funds ownership: 98.99% → 91.93% (-7.1%)
8% less capital invested
Capital invested by funds: $15B → $13.8B (-$1.22B)
22% less call options, than puts
Call options by funds: $17.2M | Put options by funds: $22M
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
40% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 242
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$66.7M |
| 2 |
Fundsmith LLP
London,
United Kingdom
|
+$57.6M |
| 3 |
Bank of New York Mellon
New York
|
+$35.4M |
| 4 |
Select Equity Group
New York
|
+$35.4M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$179M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$69.5M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$36.1M |
| 4 |
Nomura Asset Management
Tokyo,
Japan
|
-$36.1M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$33.9M |
WAT Hedge Fund Activity: Q3 2018 in Review
569 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q3 2018, worth a combined $13.8B — down 8.1% from $15B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new WAT positions and 39 closed out — a net gain of 20 holders — while 144 added to existing stakes and 242 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $66.7M. The largest seller was Wellington Management Group, cutting an estimated $179M.
- 569 institutional investors held Waters Corp (WAT) as of Q3 2018, up from 555 in Q2 2018.
- Funds reported $13.8B of Waters Corp stock for Q3 2018, down 8.1% quarter-over-quarter.
- 59 funds opened new Waters Corp positions in Q3 2018 and 39 closed out, a net change of +20 holders.
- The largest Waters Corp buyer in Q3 2018 was Morgan Stanley, an estimated $66.7M added.
- The largest Waters Corp seller in Q3 2018 was Wellington Management Group, an estimated $179M sold.
Based on aggregated 13F filings for Q3 2018.