Watsco Inc
WSO
520 hedge funds and large institutions have $9.6B invested in Watsco Inc in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 199 increasing their positions, 156 reducing their positions, and 35 closing their positions.
143% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 35
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
55% more call options, than puts
Call options by funds: $17.4M | Put options by funds: $11.2M
28% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 156
18% more capital invested
Capital invested by funds: $8.11B → $9.6B (+$1.49B)
9% more funds holding
Funds holding: 476 → 520 (+44)
0.07% more ownership
Funds ownership: 93.01% → 93.08% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$41.9M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$33.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$29.4M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$13M |
| 5 |
BFS
Baskin Financial Services
Toronto,
Ontario, Canada
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$60.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$32.8M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$27M |
| 4 |
Bank of New York Mellon
New York
|
-$12M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$11.5M |
WSO Hedge Fund Activity: Q4 2021 in Review
520 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q4 2021, worth a combined $9.6B — up 18% from $8.11B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new WSO positions and 35 closed out — a net gain of 50 holders — while 199 added to existing stakes and 156 trimmed.
The largest buyer was BlackRock, adding an estimated $41.9M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $60.5M sold.
- 520 institutional investors held Watsco Inc (WSO) as of Q4 2021, up from 476 in Q3 2021.
- Funds reported $9.6B of Watsco Inc stock for Q4 2021, up 18% quarter-over-quarter.
- 85 funds opened new Watsco Inc positions in Q4 2021 and 35 closed out, a net change of +50 holders.
- The largest Watsco Inc buyer in Q4 2021 was BlackRock, an estimated $41.9M added.
- The largest Watsco Inc seller in Q4 2021 was Epoch Investment Partners, an estimated $60.5M sold.
Based on aggregated 13F filings for Q4 2021.