Waters Corp
589 hedge funds and large institutions have $14.5B invested in Waters Corp in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 169 increasing their positions, 234 reducing their positions, and 39 closing their positions.
67% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 39
19% more call options, than puts
Call options by funds: $23.6M | Put options by funds: $19.8M
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
2% more funds holding
Funds holding: 576 → 589 (+13)
1.39% more ownership
Funds ownership: 94.69% → 96.08% (+1.4%)
2% more capital invested
Capital invested by funds: $14.1B → $14.5B (+$343M)
28% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 234
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$29M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$25.4M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$24.7M |
| 4 |
Barclays
London,
United Kingdom
|
+$23.1M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$49.8M |
| 2 |
Primecap Management
Pasadena,
California
|
-$43.9M |
| 3 |
JP Morgan Chase
New York
|
-$37.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$28.6M |
| 5 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$25.2M |
WAT Hedge Fund Activity: Q4 2019 in Review
589 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q4 2019, worth a combined $14.5B — up 2.4% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new WAT positions and 39 closed out — a net gain of 26 holders — while 169 added to existing stakes and 234 trimmed.
The largest buyer was O'Shaughnessy Asset Management, adding an estimated $29M. The largest seller was BlackRock, cutting an estimated $49.8M.
- 589 institutional investors held Waters Corp (WAT) as of Q4 2019, up from 576 in Q3 2019.
- Funds reported $14.5B of Waters Corp stock for Q4 2019, up 2.4% quarter-over-quarter.
- 65 funds opened new Waters Corp positions in Q4 2019 and 39 closed out, a net change of +26 holders.
- The largest Waters Corp buyer in Q4 2019 was O'Shaughnessy Asset Management, an estimated $29M added.
- The largest Waters Corp seller in Q4 2019 was BlackRock, an estimated $49.8M sold.
Based on aggregated 13F filings for Q4 2019.