Waters Corp
543 hedge funds and large institutions have $10.5B invested in Waters Corp in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 168 increasing their positions, 208 reducing their positions, and 48 closing their positions.
48% more call options, than puts
Call options by funds: $30.1M | Put options by funds: $20.3M
31% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 48
2% more funds holding
Funds holding: 533 → 543 (+10)
3% less capital invested
Capital invested by funds: $10.8B → $10.5B (-$343M)
1.83% less ownership
Funds ownership: 95.68% → 93.84% (-1.8%)
19% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 208
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$142M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$83.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$78.9M |
| 4 |
D.E. Shaw & Co
New York
|
+$63M |
| 5 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$56.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$274M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$164M |
| 3 |
Fundsmith LLP
London,
United Kingdom
|
-$163M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$112M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$91.3M |
WAT Hedge Fund Activity: Q2 2020 in Review
543 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q2 2020, worth a combined $10.5B — down 3.2% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new WAT positions and 48 closed out — a net gain of 15 holders — while 168 added to existing stakes and 208 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $142M. The largest seller was Massachusetts Financial Services, cutting an estimated $274M.
- 543 institutional investors held Waters Corp (WAT) as of Q2 2020, up from 533 in Q1 2020.
- Funds reported $10.5B of Waters Corp stock for Q2 2020, down 3.2% quarter-over-quarter.
- 63 funds opened new Waters Corp positions in Q2 2020 and 48 closed out, a net change of +15 holders.
- The largest Waters Corp buyer in Q2 2020 was Nordea Investment Management, an estimated $142M added.
- The largest Waters Corp seller in Q2 2020 was Massachusetts Financial Services, an estimated $274M sold.
Based on aggregated 13F filings for Q2 2020.