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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
HH
351
Hilltop Holdings
Texas
$1.25M +$6.59K +17 +0.6%
GIBU
352
Gulf International Bank (UK)
United Kingdom
$1.23M -$122K -314 -10%
NA
353
NewEdge Advisors
Louisiana
$1.23M -$14.7K -38 -1%
DCM
354
Donaldson Capital Management
Indiana
$1.21M -$14.3K -37 -1%
BCM
355
Bayesian Capital Management
New York
$1.18M +$1.07M +2,750 New
BRWA
356
B. Riley Wealth Advisors
Florida
$1.17M -$232K -600 -18%
ERSOT
357
Employees Retirement System of Texas
Texas
$1.17M +$1.05M +2,718 New
EA
358
Ellsworth Advisors
Ohio
$1.16M +$66.3K +171 +7%
CCM
359
Cox Capital Management
Massachusetts
$1.16M -$15.5K -40 -1%
Cetera Investment Advisers
360
Cetera Investment Advisers
Illinois
$1.16M -$137K -353 -12%
CB
361
Centennial Bank
Arkansas
$1.15M -$6.2K -16 -0.6%
JWCA
362
J.W. Coons Advisors
Ohio
$1.13M – – –
MSRPS
363
Maryland State Retirement & Pension System
Maryland
$1.12M – – –
Voloridge Investment Management
364
Voloridge Investment Management
Florida
$1.11M +$1M +2,582 New
LA
365
Lindenwold Advisors
Pennsylvania
$1.09M -$6.59K -17 -0.7%
Allianz Asset Management
366
Allianz Asset Management
Germany
$1.09M -$639K -1,648 -39%
COCM
367
Charter Oak Capital Management
New Hampshire
$1.09M – – –
AO
368
Advisor OS
Illinois
$1.08M -$66.6K -172 -6%
M&T Bank
369
M&T Bank
New York
$1.08M +$205K +530 +27%
NFC
370
Northeast Financial Consultants
Connecticut
$1.07M – – –
Two Sigma Advisers
371
Two Sigma Advisers
New York
$1.07M +$969K +2,500 New
BF
372
BOK Financial
Oklahoma
$1.07M +$11.6K +30 +1%
Walleye Trading
373
Walleye Trading
New York
$1.07M +$968K +2,498 New
CGH
374
Crossmark Global Holdings
Texas
$1.07M -$24K -62 -2%
SMDAM
375
Sumitomo Mitsui DS Asset Management
Japan
$1.06M +$3.87K +10 +0.4%
13 14
15
16 17

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.