Watsco Inc
495 hedge funds and large institutions have $9.42B invested in Watsco Inc in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 64 closing their positions.
67% more call options, than puts
Call options by funds: $16.1M | Put options by funds: $9.6M
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
8% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 172
0.98% more ownership
Funds ownership: 93.08% → 94.06% (+0.98%)
2% less capital invested
Capital invested by funds: $9.6B → $9.42B (-$176M)
5% less funds holding
Funds holding: 520 → 495 (-25)
30% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$199M |
| 2 |
BlackRock
New York
|
+$30.1M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$14M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$11.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$25.9M |
| 3 |
Millennium Management
New York
|
-$21.8M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$13.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$13.2M |
WSO Hedge Fund Activity: Q1 2022 in Review
495 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q1 2022, worth a combined $9.42B — down 1.8% from $9.6B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of WSO and 45 opened new positions — a net loss of 19 holders — while 172 trimmed existing stakes and 186 added.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $199M. The largest seller was Ameriprise, cutting an estimated $31.4M.
- 495 institutional investors held Watsco Inc (WSO) as of Q1 2022, down from 520 in Q4 2021.
- Funds reported $9.42B of Watsco Inc stock for Q1 2022, down 1.8% quarter-over-quarter.
- 45 funds opened new Watsco Inc positions in Q1 2022 and 64 closed out, a net change of -19 holders.
- The largest Watsco Inc buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $199M added.
- The largest Watsco Inc seller in Q1 2022 was Ameriprise, an estimated $31.4M sold.
Based on aggregated 13F filings for Q1 2022.