Watsco Inc
745 hedge funds and large institutions have $15.5B invested in Watsco Inc in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 270 increasing their positions, 282 reducing their positions, and 54 closing their positions.
50% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 54
34% more call options, than puts
Call options by funds: $89.5M | Put options by funds: $66.7M
3% more funds holding
Funds holding: 725 → 745 (+20)
1% more capital invested
Capital invested by funds: $15.4B → $15.5B (+$105M)
0.37% less ownership
Funds ownership: 106.48% → 106.11% (-0.37%)
4% less repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 282
35% less funds holding in top 10
Funds holding in top 10: 20 → 13 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$651M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.8M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$47.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$42.1M |
| 5 |
Jennison Associates
New York
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$190M |
| 2 |
BlackRock
New York
|
-$156M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$95.1M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$68M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$66.3M |
WSO Hedge Fund Activity: Q1 2024 in Review
745 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q1 2024, worth a combined $15.5B — up 0.68% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new WSO positions and 54 closed out — a net gain of 27 holders — while 270 added to existing stakes and 282 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $651M. The largest seller was Morgan Stanley, cutting an estimated $190M.
- 745 institutional investors held Watsco Inc (WSO) as of Q1 2024, up from 725 in Q4 2023.
- Funds reported $15.5B of Watsco Inc stock for Q1 2024, up 0.68% quarter-over-quarter.
- 81 funds opened new Watsco Inc positions in Q1 2024 and 54 closed out, a net change of +27 holders.
- The largest Watsco Inc buyer in Q1 2024 was Fidelity Investments, an estimated $651M added.
- The largest Watsco Inc seller in Q1 2024 was Morgan Stanley, an estimated $190M sold.
Based on aggregated 13F filings for Q1 2024.