Watsco Inc
440 hedge funds and large institutions have $7.26B invested in Watsco Inc in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 114 increasing their positions, 176 reducing their positions, and 29 closing their positions.
1,292% more call options, than puts
Call options by funds: $46.7M | Put options by funds: $3.35M
183% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 29
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
27% more capital invested
Capital invested by funds: $5.71B → $7.26B (+$1.55B)
13% more funds holding
Funds holding: 388 → 440 (+52)
2.84% less ownership
Funds ownership: 97.97% → 95.12% (-2.8%)
35% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 176
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$84.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.6M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$17.3M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$38M |
| 2 |
Millennium Management
New York
|
-$33.4M |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
-$28.6M |
| 4 |
BlackRock
New York
|
-$27.8M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$24.1M |
WSO Hedge Fund Activity: Q3 2020 in Review
440 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q3 2020, worth a combined $7.26B — up 27% from $5.71B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new WSO positions and 29 closed out — a net gain of 53 holders — while 114 added to existing stakes and 176 trimmed.
The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $84.9M. The largest seller was Nordea Investment Management, cutting an estimated $38M.
- 440 institutional investors held Watsco Inc (WSO) as of Q3 2020, up from 388 in Q2 2020.
- Funds reported $7.26B of Watsco Inc stock for Q3 2020, up 27% quarter-over-quarter.
- 82 funds opened new Watsco Inc positions in Q3 2020 and 29 closed out, a net change of +53 holders.
- The largest Watsco Inc buyer in Q3 2020 was Gilder Gagnon Howe & Co, an estimated $84.9M added.
- The largest Watsco Inc seller in Q3 2020 was Nordea Investment Management, an estimated $38M sold.
Based on aggregated 13F filings for Q3 2020.