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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
JGC
726
J. Goldman & Co
New York
– -$11.7M -30,912 Closed
DnB Asset Management
727
DnB Asset Management
Norway
– -$10.4M -27,598 Closed
IP
728
Interval Partners
New York
– -$6.17M -16,340 Closed
WMSA
729
Weiss Multi-Strategy Advisers
New York
– -$5.86M -15,525 Closed
GCM
730
Genus Capital Management
British Columbia, Canada
– -$4.7M -12,135 Closed
GCM
731
Graham Capital Management
Connecticut
– -$3.78M -10,000 Closed
SCM
732
Sandler Capital Management
New York
– -$3.73M -9,879 Closed
Twin Tree Management
733
Twin Tree Management
Texas
– -$3.61M -9,558 Closed
DA
734
Duality Advisers
Florida
– -$3.5M -9,273 Closed
SFCL
735
Strengthening Families & Communities LLC
Massachusetts
– -$2.52M -6,679 Closed
II
736
IFM Investors
Australia
– -$2.5M -6,621 Closed
OQS
737
Occudo Quantitative Strategies
Florida
– -$2.06M -5,464 Closed
CF
738
Covea Finance
France
– -$1.44M -3,800 Closed
MAM
739
Meeder Asset Management
Ohio
– -$1.14M -3,025 Closed
TI
740
Tidal Investments
Wisconsin
– -$900K -2,382 Closed
HI
741
Horizon Investments
North Carolina
– -$798K -2,125 Closed
XT
742
XTX Topco
Cayman Islands
– -$736K -1,949 Closed
IAA
743
Independent Advisor Alliance
North Carolina
– -$685K -1,813 Closed
NG
744
Norden Group
Utah
– -$669K -1,771 Closed
BMCM
745
Burns Matteson Capital Management
New York
– -$632K -1,673 Closed
RBC
746
Romano Brothers & Co
Illinois
– -$567K -1,500 Closed
SC
747
Sonen Capital
California
– -$539K -1,426 Closed
BP
748
BBR Partners
New York
– -$517K -1,370 Closed
I
749
InceptionR
California
– -$470K -1,244 Closed
CC
750
Centiva Capital
New York
– -$456K -1,207 Closed
28 29
30
31 32

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.