Watsco Inc
199 hedge funds and large institutions have $2.23B invested in Watsco Inc in 2013 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 82 reducing their positions, and 19 closing their positions.
95% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 19
11% more capital invested
Capital invested by funds: $2.01B → $2.23B (+$217M)
8% more funds holding
Funds holding: 185 → 199 (+14)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.49% less ownership
Funds ownership: 80.06% → 79.58% (-0.49%)
33% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 82
71% less call options, than puts
Call options by funds: $6.86M | Put options by funds: $24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$29.6M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$27.5M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$15.8M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$12.8M |
| 5 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$54.3M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$22.4M |
| 3 |
CANY
Caxton Associates (New York)
New York
|
-$6.73M |
| 4 |
State Street
Boston,
Massachusetts
|
-$4.75M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$4.7M |
WSO Hedge Fund Activity: Q3 2013 in Review
199 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q3 2013, worth a combined $2.23B — up 11% from $2.01B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new WSO positions and 19 closed out — a net gain of 18 holders — while 55 added to existing stakes and 82 trimmed.
The largest buyer was Mitsubishi UFJ Trust & Banking, opening a new position worth an estimated $29.6M. The largest seller was Fidelity Investments, cutting an estimated $54.3M.
- 199 institutional investors held Watsco Inc (WSO) as of Q3 2013, up from 185 in Q2 2013.
- Funds reported $2.23B of Watsco Inc stock for Q3 2013, up 11% quarter-over-quarter.
- 37 funds opened new Watsco Inc positions in Q3 2013 and 19 closed out, a net change of +18 holders.
- The largest Watsco Inc buyer in Q3 2013 was Mitsubishi UFJ Trust & Banking, an estimated $29.6M added.
- The largest Watsco Inc seller in Q3 2013 was Fidelity Investments, an estimated $54.3M sold.
Based on aggregated 13F filings for Q3 2013.