Watsco Inc
476 hedge funds and large institutions have $8.11B invested in Watsco Inc in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 172 increasing their positions, 168 reducing their positions, and 44 closing their positions.
18% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 44
2% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 168
0% more call options, than puts
Call options by funds: $16M | Put options by funds: $15.9M
0% more funds holding
Funds holding: 475 → 476 (+1)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.29% less ownership
Funds ownership: 93.3% → 93.01% (-0.29%)
8% less capital invested
Capital invested by funds: $8.77B → $8.11B (-$663M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$43M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$28.3M |
| 3 |
Millennium Management
New York
|
+$25.5M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$24.3M |
| 5 |
Renaissance Technologies
New York
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$99.3M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$23.5M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
-$16.9M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$16.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.6M |
WSO Hedge Fund Activity: Q3 2021 in Review
476 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q3 2021, worth a combined $8.11B — down 7.6% from $8.77B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new WSO positions and 44 closed out — a net gain of 8 holders — while 172 added to existing stakes and 168 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $43M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $99.3M.
- 476 institutional investors held Watsco Inc (WSO) as of Q3 2021, up from 475 in Q2 2021.
- Funds reported $8.11B of Watsco Inc stock for Q3 2021, down 7.6% quarter-over-quarter.
- 52 funds opened new Watsco Inc positions in Q3 2021 and 44 closed out, a net change of +8 holders.
- The largest Watsco Inc buyer in Q3 2021 was Citadel Advisors, an estimated $43M added.
- The largest Watsco Inc seller in Q3 2021 was Gilder Gagnon Howe & Co, an estimated $99.3M sold.
Based on aggregated 13F filings for Q3 2021.