Watsco Inc
392 hedge funds and large institutions have $5.58B invested in Watsco Inc in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 123 reducing their positions, and 25 closing their positions.
108% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 25
28% more call options, than puts
Call options by funds: $6.68M | Put options by funds: $5.22M
24% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 123
8% more capital invested
Capital invested by funds: $5.17B → $5.58B (+$410M)
5% more funds holding
Funds holding: 374 → 392 (+18)
1.01% more ownership
Funds ownership: 93.76% → 94.77% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$49.4M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$18.6M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$16.8M |
| 4 |
Man Group
London,
United Kingdom
|
+$11.7M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$9.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$41M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$18M |
| 3 |
Neuberger Berman Group
New York
|
-$14M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$13.6M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$13.2M |
WSO Hedge Fund Activity: Q4 2019 in Review
392 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q4 2019, worth a combined $5.58B — up 7.9% from $5.17B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new WSO positions and 25 closed out — a net gain of 27 holders — while 153 added to existing stakes and 123 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $49.4M. The largest seller was Morgan Stanley, cutting an estimated $41M.
- 392 institutional investors held Watsco Inc (WSO) as of Q4 2019, up from 374 in Q3 2019.
- Funds reported $5.58B of Watsco Inc stock for Q4 2019, up 7.9% quarter-over-quarter.
- 52 funds opened new Watsco Inc positions in Q4 2019 and 25 closed out, a net change of +27 holders.
- The largest Watsco Inc buyer in Q4 2019 was Wellington Management Group, an estimated $49.4M added.
- The largest Watsco Inc seller in Q4 2019 was Morgan Stanley, an estimated $41M sold.
Based on aggregated 13F filings for Q4 2019.