Watsco Inc
343 hedge funds and large institutions have $5.6B invested in Watsco Inc in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 147 increasing their positions, 93 reducing their positions, and 40 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 93
13% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 40
9% more capital invested
Capital invested by funds: $5.15B → $5.6B (+$454M)
1% more funds holding
Funds holding: 341 → 343 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.55% less ownership
Funds ownership: 99.29% → 96.75% (-2.5%)
23% less call options, than puts
Call options by funds: $4.47M | Put options by funds: $5.82M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$164M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$37.3M |
| 3 |
Bank of New York Mellon
New York
|
+$37.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$29.8M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$63.1M |
| 2 |
JP Morgan Chase
New York
|
-$44.3M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
-$30.2M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$21.8M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
-$17.3M |
WSO Hedge Fund Activity: Q1 2018 in Review
343 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q1 2018, worth a combined $5.6B — up 8.8% from $5.15B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new WSO positions and 40 closed out — a net gain of 5 holders — while 147 added to existing stakes and 93 trimmed.
The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Millennium Management, exiting entirely with an estimated $63.1M sold.
- 343 institutional investors held Watsco Inc (WSO) as of Q1 2018, up from 341 in Q4 2017.
- Funds reported $5.6B of Watsco Inc stock for Q1 2018, up 8.8% quarter-over-quarter.
- 45 funds opened new Watsco Inc positions in Q1 2018 and 40 closed out, a net change of +5 holders.
- The largest Watsco Inc buyer in Q1 2018 was BlackRock, an estimated $164M added.
- The largest Watsco Inc seller in Q1 2018 was Millennium Management, an estimated $63.1M sold.
Based on aggregated 13F filings for Q1 2018.