Watsco Inc
538 hedge funds and large institutions have $8.59B invested in Watsco Inc in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 195 increasing their positions, 176 reducing their positions, and 50 closing their positions.
86% more funds holding in top 10
Funds holding in top 10: 7 → 13 (+6)
73% more call options, than puts
Call options by funds: $21.5M | Put options by funds: $12.5M
58% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 50
11% more capital invested
Capital invested by funds: $7.74B → $8.59B (+$856M)
11% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 176
4% more funds holding
Funds holding: 515 → 538 (+23)
2.81% more ownership
Funds ownership: 97.73% → 100.54% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$51.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$31.4M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$31.3M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$31.3M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.6M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$17.6M |
| 3 |
SCM
Sandler Capital Management
New York
|
-$14M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$13.7M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$13.2M |
WSO Hedge Fund Activity: Q3 2022 in Review
538 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q3 2022, worth a combined $8.59B — up 11% from $7.74B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new WSO positions and 50 closed out — a net gain of 29 holders — while 195 added to existing stakes and 176 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $51.4M. The largest seller was Vanguard Group, cutting an estimated $24.6M.
- 538 institutional investors held Watsco Inc (WSO) as of Q3 2022, up from 515 in Q2 2022.
- Funds reported $8.59B of Watsco Inc stock for Q3 2022, up 11% quarter-over-quarter.
- 79 funds opened new Watsco Inc positions in Q3 2022 and 50 closed out, a net change of +29 holders.
- The largest Watsco Inc buyer in Q3 2022 was Baird Financial Group, an estimated $51.4M added.
- The largest Watsco Inc seller in Q3 2022 was Vanguard Group, an estimated $24.6M sold.
Based on aggregated 13F filings for Q3 2022.