Waters Corp
546 hedge funds and large institutions have $10.9B invested in Waters Corp in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 165 increasing their positions, 214 reducing their positions, and 45 closing their positions.
11% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 45
4% more capital invested
Capital invested by funds: $10.5B → $10.9B (+$419M)
1% more funds holding
Funds holding: 543 → 546 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3.72% less ownership
Funds ownership: 93.84% → 90.13% (-3.7%)
13% less call options, than puts
Call options by funds: $27.3M | Put options by funds: $31.3M
23% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 214
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
+$82.8M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$66M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$57.6M |
| 4 |
D.E. Shaw & Co
New York
|
+$44.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$41.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$288M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$140M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$115M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$88.9M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$71.2M |
WAT Hedge Fund Activity: Q3 2020 in Review
546 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q3 2020, worth a combined $10.9B — up 4% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new WAT positions and 45 closed out — a net gain of 5 holders — while 165 added to existing stakes and 214 trimmed.
The largest buyer was Fundsmith LLP, adding an estimated $82.8M. The largest seller was Baillie Gifford & Co, cutting an estimated $288M.
- 546 institutional investors held Waters Corp (WAT) as of Q3 2020, up from 543 in Q2 2020.
- Funds reported $10.9B of Waters Corp stock for Q3 2020, up 4% quarter-over-quarter.
- 50 funds opened new Waters Corp positions in Q3 2020 and 45 closed out, a net change of +5 holders.
- The largest Waters Corp buyer in Q3 2020 was Fundsmith LLP, an estimated $82.8M added.
- The largest Waters Corp seller in Q3 2020 was Baillie Gifford & Co, an estimated $288M sold.
Based on aggregated 13F filings for Q3 2020.