Watsco Inc
296 hedge funds and large institutions have $4.79B invested in Watsco Inc in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 86 reducing their positions, and 38 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 86
16% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 38
6% more capital invested
Capital invested by funds: $4.54B → $4.79B (+$251M)
1.13% more ownership
Funds ownership: 96.85% → 97.98% (+1.1%)
1% more funds holding
Funds holding: 293 → 296 (+3)
6% more call options, than puts
Call options by funds: $3.9M | Put options by funds: $3.67M
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$36.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$35.2M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$24.7M |
| 4 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$13.3M |
| 5 |
O
OppenheimerFunds
New York
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1C
1060 Capital
Denver,
Colorado
|
-$25.2M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$19.9M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$19.7M |
| 4 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
-$17M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$15.1M |
WSO Hedge Fund Activity: Q3 2017 in Review
296 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q3 2017, worth a combined $4.79B — up 5.5% from $4.54B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new WSO positions and 38 closed out — a net gain of 6 holders — while 119 added to existing stakes and 86 trimmed.
The largest buyer was William Blair & Company, adding an estimated $36.3M. The largest seller was 1060 Capital, exiting entirely with an estimated $25.2M sold.
- 296 institutional investors held Watsco Inc (WSO) as of Q3 2017, up from 293 in Q2 2017.
- Funds reported $4.79B of Watsco Inc stock for Q3 2017, up 5.5% quarter-over-quarter.
- 44 funds opened new Watsco Inc positions in Q3 2017 and 38 closed out, a net change of +6 holders.
- The largest Watsco Inc buyer in Q3 2017 was William Blair & Company, an estimated $36.3M added.
- The largest Watsco Inc seller in Q3 2017 was 1060 Capital, an estimated $25.2M sold.
Based on aggregated 13F filings for Q3 2017.