Watsco Inc
381 hedge funds and large institutions have $4.87B invested in Watsco Inc in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 115 reducing their positions, and 47 closing their positions.
53% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $8.21M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
36% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 47
25% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 115
14% more capital invested
Capital invested by funds: $4.28B → $4.87B (+$591M)
3% more funds holding
Funds holding: 370 → 381 (+11)
0.47% less ownership
Funds ownership: 92.92% → 92.44% (-0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$51.7M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
+$48.9M |
| 3 |
SI
Scharf Investments
Los Gatos,
California
|
+$34.4M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$23M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$46.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$38.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$30.6M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$29.2M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$20.9M |
WSO Hedge Fund Activity: Q2 2019 in Review
381 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q2 2019, worth a combined $4.87B — up 14% from $4.28B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new WSO positions and 47 closed out — a net gain of 17 holders — while 144 added to existing stakes and 115 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $51.7M. The largest seller was Renaissance Technologies, cutting an estimated $46.6M.
- 381 institutional investors held Watsco Inc (WSO) as of Q2 2019, up from 370 in Q1 2019.
- Funds reported $4.87B of Watsco Inc stock for Q2 2019, up 14% quarter-over-quarter.
- 64 funds opened new Watsco Inc positions in Q2 2019 and 47 closed out, a net change of +17 holders.
- The largest Watsco Inc buyer in Q2 2019 was Baillie Gifford & Co, an estimated $51.7M added.
- The largest Watsco Inc seller in Q2 2019 was Renaissance Technologies, an estimated $46.6M sold.
Based on aggregated 13F filings for Q2 2019.