Watsco Inc
293 hedge funds and large institutions have $4.54B invested in Watsco Inc in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 136 increasing their positions, 82 reducing their positions, and 54 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
66% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 82
12% more capital invested
Capital invested by funds: $4.07B → $4.54B (+$469M)
3.26% more ownership
Funds ownership: 93.59% → 96.85% (+3.3%)
5% less funds holding
Funds holding: 307 → 293 (-14)
22% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 54
47% less call options, than puts
Call options by funds: $5.72M | Put options by funds: $10.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
+$71.7M |
| 2 |
O
OppenheimerFunds
New York
|
+$52.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$44.2M |
| 4 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$44.2M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$43M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$29.9M |
| 3 |
Morgan Stanley
New York
|
-$29M |
| 4 |
JP Morgan Chase
New York
|
-$24.9M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$18.5M |
WSO Hedge Fund Activity: Q2 2017 in Review
293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q2 2017, worth a combined $4.54B — up 12% from $4.07B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of WSO and 42 opened new positions — a net loss of 12 holders — while 82 trimmed existing stakes and 136 added.
The largest buyer was TimesSquare Capital Management, adding an estimated $71.7M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $43M sold.
- 293 institutional investors held Watsco Inc (WSO) as of Q2 2017, down from 307 in Q1 2017.
- Funds reported $4.54B of Watsco Inc stock for Q2 2017, up 12% quarter-over-quarter.
- 42 funds opened new Watsco Inc positions in Q2 2017 and 54 closed out, a net change of -12 holders.
- The largest Watsco Inc buyer in Q2 2017 was TimesSquare Capital Management, an estimated $71.7M added.
- The largest Watsco Inc seller in Q2 2017 was Alyeska Investment Group, an estimated $43M sold.
Based on aggregated 13F filings for Q2 2017.