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Watts Water Technologies

334 hedge funds and large institutions have $4.7B invested in Watts Water Technologies in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

9% more capital invested

Capital invested by funds: $4.33B → $4.7B (+$374M)

1% more funds holding

Funds holding: 330334 (+4)

0.31% less ownership

Funds ownership: 93.88%93.57% (-0.31%)

16% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 127

84% less call options, than puts

Call options by funds: $768K | Put options by funds: $4.8M

Holders
334
Holders Change
+4
Holders Change %
+1.21%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
107
Reduced
127
Closed
26
Calls
$768K
Puts
$4.8M
Net Calls
-$4.04M
Net Calls Change
-$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
201
Prudential Financial
New Jersey
$574K -$69.1K -413 -12%
Creative Planning
202
Creative Planning
Kansas
$573K +$252K +1,509 +94%
CWP
203
Curated Wealth Partners
California
$571K
RAM
204
Redmond Asset Management
Virginia
$568K
MWM
205
Meridian Wealth Management
Kentucky
$560K -$33.5K -200 -6%
JMPWA
206
JP Morgan Private Wealth Advisors
California
$555K -$296K -1,769 -37%
KeyBank National Association
207
KeyBank National Association
Ohio
$555K -$836 -5 -0.2%
SFI
208
Susquehanna Fundamental Investments
Pennsylvania
$554K -$1.2M -7,184 -70%
Royal Bank of Canada
209
Royal Bank of Canada
Ontario, Canada
$547K +$138K +823 +38%
GCP
210
GSA Capital Partners
United Kingdom
$547K +$187K +1,119 +60%
SIM
211
Sentry Investment Management
Wisconsin
$525K +$1K +6 +0.2%
WG
212
Winton Group
United Kingdom
$519K -$99.9K -597 -17%
PI
213
Putnam Investments
Massachusetts
$509K -$13.7K -82 -3%
NYLIM
214
New York Life Investment Management
New York
$494K -$77.3K -462 -15%
Envestnet Asset Management
215
Envestnet Asset Management
Illinois
$469K +$59.7K +357 +16%
Corient Private Wealth
216
Corient Private Wealth
Florida
$460K -$15.9K -95 -4%
TI
217
Tidal Investments
Wisconsin
$454K +$413K +2,470 New
VPIM
218
Vanguard Personalized Indexing Management
California
$453K +$24.3K +145 +6%
SAM
219
Securian Asset Management
Minnesota
$453K
DT
220
Diversified Trust
Tennessee
$451K +$166K +991 +68%
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$443K +$42K +251 +12%
M&T Bank
222
M&T Bank
New York
$431K +$4.01K +24 +1%
QPW
223
Quantum Private Wealth
Florida
$425K
PRC
224
Pearl River Capital
Michigan
$424K -$243K -1,452 -39%
USCWA
225
U.S. Capital Wealth Advisors
Texas
$423K -$167 -1 -0%

WTS Hedge Fund Activity: Q2 2023 in Review

334 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Watts Water Technologies (WTS) for Q2 2023, worth a combined $4.7B — up 8.6% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new WTS positions and 26 closed out — a net gain of 6 holders — while 107 added to existing stakes and 127 trimmed.

The largest buyer was Robeco Schweiz, adding an estimated $15.3M. The largest seller was BlackRock, cutting an estimated $12.4M.

  • 334 institutional investors held Watts Water Technologies (WTS) as of Q2 2023, up from 330 in Q1 2023.
  • Funds reported $4.7B of Watts Water Technologies stock for Q2 2023, up 8.6% quarter-over-quarter.
  • 32 funds opened new Watts Water Technologies positions in Q2 2023 and 26 closed out, a net change of +6 holders.
  • The largest Watts Water Technologies buyer in Q2 2023 was Robeco Schweiz, an estimated $15.3M added.
  • The largest Watts Water Technologies seller in Q2 2023 was BlackRock, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2023.