Watsco Inc
775 hedge funds and large institutions have $16.7B invested in Watsco Inc in 2024 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 242 increasing their positions, 324 reducing their positions, and 66 closing their positions.
64% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 66
32% more call options, than puts
Call options by funds: $48.5M | Put options by funds: $36.7M
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
7% more capital invested
Capital invested by funds: $15.5B → $16.7B (+$1.13B)
4% more funds holding
Funds holding: 745 → 775 (+30)
2.53% less ownership
Funds ownership: 106.11% → 103.58% (-2.5%)
25% less repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 324
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$154M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$105M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$88.2M |
| 4 |
Swedbank
Stockholm,
Sweden
|
+$87.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$68.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$90.8M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$68M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$55.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$55.4M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$34.4M |
WSO Hedge Fund Activity: Q2 2024 in Review
775 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q2 2024, worth a combined $16.7B — up 7.3% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new WSO positions and 66 closed out — a net gain of 42 holders — while 242 added to existing stakes and 324 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $154M. The largest seller was Invesco, cutting an estimated $90.8M.
- 775 institutional investors held Watsco Inc (WSO) as of Q2 2024, up from 745 in Q1 2024.
- Funds reported $16.7B of Watsco Inc stock for Q2 2024, up 7.3% quarter-over-quarter.
- 108 funds opened new Watsco Inc positions in Q2 2024 and 66 closed out, a net change of +42 holders.
- The largest Watsco Inc buyer in Q2 2024 was Morgan Stanley, an estimated $154M added.
- The largest Watsco Inc seller in Q2 2024 was Invesco, an estimated $90.8M sold.
Based on aggregated 13F filings for Q2 2024.