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Watsco Inc
WSO

725 hedge funds and large institutions have $15.4B invested in Watsco Inc in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 249 increasing their positions, 260 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $153M | Put options by funds: $67.8M

82% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $13.7B → $15.4B (+$1.78B)

6% more funds holding

Funds holding: 681 → 725 (+44)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

4% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 260

1.29% less ownership

Funds ownership: 107.78% → 106.48% (-1.3%)

Holders
725
Holders Change
+44
Holders Change %
+6.46%
% of All Funds
10.57%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
120
Increased
249
Reduced
260
Closed
66
Calls
$153M
Puts
$67.8M
Net Calls
+$85.1M
Net Calls Change
+$149M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$197M
2
JP Morgan Chase
JP Morgan Chase
New York
+$115M
3
CC
Cartenna Capital
Connecticut
+$41.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$40.5M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$36.3M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$157M
2
Citadel Advisors
Citadel Advisors
Florida
-$126M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$109M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$52.2M
5
Charles Schwab
Charles Schwab
California
-$46.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
326
Beacon Pointe Advisors
California
$1.57M -$275K -709 -16%
BCM
327
Birch Capital Management
Texas
$1.57M +$28.7K +74 +2%
SOADOR
328
State of Alaska Department of Revenue
Alaska
$1.57M -$128K -330 -8%
Brown Advisory
329
Brown Advisory
Maryland
$1.57M -$46.9K -121 -3%
Federated Hermes
330
Federated Hermes
Pennsylvania
$1.55M -$137K -354 -9%
UB
331
UMB Bank
Missouri
$1.54M -$387 -1 -0%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$1.53M +$21.3K +55 +2%
TWM
333
Trueblood Wealth Management
Ohio
$1.53M +$1.38M +3,571 New
CIAS
334
Capital Investment Advisory Services
North Carolina
$1.49M – – –
NA
335
Nordwand Advisors
Pennsylvania
$1.48M – – –
AFS
336
Access Financial Services
Minnesota
$1.42M -$230K -594 -15%
CT
337
Chicago Trust
Illinois
$1.41M -$19.4K -50 -1%
QCM
338
Quantinno Capital Management
New York
$1.39M +$104K +268 +9%
CIBC World Market
339
CIBC World Market
Ontario, Canada
$1.37M +$325K +839 +35%
PA
340
Procyon Advisors
Connecticut
$1.37M +$89.9K +232 +8%
CIA
341
Concurrent Investment Advisors
Florida
$1.31M +$1.19M +3,069 New
EI
342
Ethic Inc
New York
$1.29M +$99.2K +256 +9%
AC
343
Annandale Capital
Texas
$1.29M – – –
LSAG
344
Lake Street Advisors Group
New Hampshire
$1.29M +$1.16M +3,006 New
PWG
345
Portside Wealth Group
Utah
$1.28M -$134K -346 -10%
PI
346
PineBridge Investments
New York
$1.28M +$349K +902 +43%
GVAG
347
Great Valley Advisor Group
Delaware
$1.28M +$685K +1,768 +146%
CA
348
CoreCap Advisors
Michigan
$1.27M +$53.1K +137 +5%
SAM
349
Securian Asset Management
Minnesota
$1.26M +$38.7K +100 +4%
CAN
350
Cetera Advisor Networks
California
$1.25M -$29.1K -75 -3%
12 13
14
15 16

WSO Hedge Fund Activity: Q4 2023 in Review

725 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q4 2023, worth a combined $15.4B — up 13% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new WSO positions and 66 closed out — a net gain of 54 holders — while 249 added to existing stakes and 260 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $197M. The largest seller was Baillie Gifford & Co, cutting an estimated $157M.

  • 725 institutional investors held Watsco Inc (WSO) as of Q4 2023, up from 681 in Q3 2023.
  • Funds reported $15.4B of Watsco Inc stock for Q4 2023, up 13% quarter-over-quarter.
  • 120 funds opened new Watsco Inc positions in Q4 2023 and 66 closed out, a net change of +54 holders.
  • The largest Watsco Inc buyer in Q4 2023 was Morgan Stanley, an estimated $197M added.
  • The largest Watsco Inc seller in Q4 2023 was Baillie Gifford & Co, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2023.