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Waters Corp
WAT

688 hedge funds and large institutions have $20.1B invested in Waters Corp in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 190 increasing their positions, 275 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

3% more funds holding

Funds holding: 671 → 688 (+17)

2% more capital invested

Capital invested by funds: $19.6B → $20.1B (+$476M)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

6% less call options, than puts

Call options by funds: $48.6M | Put options by funds: $51.5M

2.09% less ownership

Funds ownership: 100.84% → 98.75% (-2.1%)

31% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 275

Holders
688
Holders Change
+17
Holders Change %
+2.53%
% of All Funds
9.91%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
74
Increased
190
Reduced
275
Closed
53
Calls
$48.6M
Puts
$51.5M
Net Calls
-$2.86M
Net Calls Change
+$797K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$84.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$66M
3
CWG
C WorldWide Group
Denmark
+$44.5M
4
First Trust Advisors
First Trust Advisors
Illinois
+$42.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$32.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$211M
2
NI
Nuance Investments
Missouri
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$54.9M
4
GIM
Generation Investment Management
United Kingdom
-$39.2M
5
Millennium Management
Millennium Management
New York
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.37B +$13.7M +41,654 +0.6%
BlackRock
2
BlackRock
New York
$1.92B -$18.3M -55,623 -1%
Fundsmith LLP
3
Fundsmith LLP
United Kingdom
$1.3B -$11.3M -34,437 -0.9%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.17B -$20M -60,878 -2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$994M -$54.9M -167,139 -5%
State Street
6
State Street
Massachusetts
$873M +$7.49M +22,787 +0.9%
AllianceBernstein
7
AllianceBernstein
Tennessee
$787M +$84.4M +256,657 +13%
GIM
8
Generation Investment Management
United Kingdom
$526M -$39.2M -119,391 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$465M +$13.8M +41,962 +3%
FIS
10
Fundsmith Investment Services
Mauritius
$392M +$1.03M +3,121 +0.3%
GAM
11
GuardCap Asset Management
United Kingdom
$382M +$3.9M +11,851 +1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$349M +$66M +200,726 +25%
Invesco
13
Invesco
Georgia
$321M -$31.2M -94,835 -9%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$318M -$16.5M -50,320 -5%
AC
15
AKO Capital
United Kingdom
$289M +$22M +66,841 +9%
CIP
16
Champlain Investment Partners
Vermont
$264M -$6.4M -19,475 -2%
Impax Asset Management Group
17
Impax Asset Management Group
United Kingdom
$246M -$9.96M -30,292 -4%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$243M -$1.06M -3,215 -0.5%
Norges Bank
19
Norges Bank
Norway
$235M +$18.3M +55,570 +9%
Northern Trust
20
Northern Trust
Illinois
$212M -$19M -57,928 -9%
VanEck Associates
21
VanEck Associates
New York
$207M +$12.5M +38,046 +7%
LCOV
22
London Company of Virginia
Virginia
$204M +$1.98M +6,034 +1%
Mawer Investment Management
23
Mawer Investment Management
Alberta, Canada
$201M -$5.45M -16,583 -3%
Morgan Stanley
24
Morgan Stanley
New York
$196M -$211M -641,266 -53%
BTW
25
Boston Trust Walden
Massachusetts
$188M -$11.5M -34,909 -6%
1
2 3 4 5

WAT Hedge Fund Activity: Q1 2024 in Review

688 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q1 2024, worth a combined $20.1B — up 2.4% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new WAT positions and 53 closed out — a net gain of 21 holders — while 190 added to existing stakes and 275 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $84.4M. The largest seller was Morgan Stanley, cutting an estimated $211M.

  • 688 institutional investors held Waters Corp (WAT) as of Q1 2024, up from 671 in Q4 2023.
  • Funds reported $20.1B of Waters Corp stock for Q1 2024, up 2.4% quarter-over-quarter.
  • 74 funds opened new Waters Corp positions in Q1 2024 and 53 closed out, a net change of +21 holders.
  • The largest Waters Corp buyer in Q1 2024 was AllianceBernstein, an estimated $84.4M added.
  • The largest Waters Corp seller in Q1 2024 was Morgan Stanley, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2024.