Watsco Inc
443 hedge funds and large institutions have $6.99B invested in Watsco Inc in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 164 reducing their positions, and 48 closing their positions.
1,545% more call options, than puts
Call options by funds: $23.1M | Put options by funds: $1.4M
17% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 48
1% more funds holding
Funds holding: 440 → 443 (+3)
2% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 164
4% less capital invested
Capital invested by funds: $7.26B → $6.99B (-$276M)
1% less ownership
Funds ownership: 95.12% → 94.12% (-1%)
50% less funds holding in top 10
Funds holding in top 10: 10 → 5 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.2M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$10.4M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$9.58M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$8.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$22.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$16.2M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$13.3M |
| 4 |
JP Morgan Chase
New York
|
-$12.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$11.8M |
WSO Hedge Fund Activity: Q4 2020 in Review
443 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q4 2020, worth a combined $6.99B — down 3.8% from $7.26B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new WSO positions and 48 closed out — a net gain of 8 holders — while 161 added to existing stakes and 164 trimmed.
The largest buyer was Vanguard Group, adding an estimated $25.7M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $22.4M.
- 443 institutional investors held Watsco Inc (WSO) as of Q4 2020, up from 440 in Q3 2020.
- Funds reported $6.99B of Watsco Inc stock for Q4 2020, down 3.8% quarter-over-quarter.
- 56 funds opened new Watsco Inc positions in Q4 2020 and 48 closed out, a net change of +8 holders.
- The largest Watsco Inc buyer in Q4 2020 was Vanguard Group, an estimated $25.7M added.
- The largest Watsco Inc seller in Q4 2020 was CAPTRUST Financial Advisors, an estimated $22.4M sold.
Based on aggregated 13F filings for Q4 2020.