Watsco Inc
214 hedge funds and large institutions have $2.23B invested in Watsco Inc in 2013 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 67 reducing their positions, and 23 closing their positions.
65% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 23
21% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 67
8% more funds holding
Funds holding: 199 → 214 (+15)
0% more capital invested
Capital invested by funds: $2.23B → $2.23B (+$1.54M)
1.53% less ownership
Funds ownership: 79.58% → 78.05% (-1.5%)
70% less call options, than puts
Call options by funds: $3.48M | Put options by funds: $11.5M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KI
Kalmar Investments
Greenville,
Delaware
|
+$61.1M |
| 2 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
+$43.6M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$31.4M |
| 4 |
Neuberger Berman Group
New York
|
+$30.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$215M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$101M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$39.5M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$25.7M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$17.8M |
WSO Hedge Fund Activity: Q4 2013 in Review
214 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q4 2013, worth a combined $2.23B — up 0.07% from $2.23B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new WSO positions and 23 closed out — a net gain of 15 holders — while 81 added to existing stakes and 67 trimmed.
The largest buyer was Kalmar Investments, opening a new position worth an estimated $61.1M. The largest seller was BlackRock Fund Advisors, cutting an estimated $215M.
- 214 institutional investors held Watsco Inc (WSO) as of Q4 2013, up from 199 in Q3 2013.
- Funds reported $2.23B of Watsco Inc stock for Q4 2013, up 0.07% quarter-over-quarter.
- 38 funds opened new Watsco Inc positions in Q4 2013 and 23 closed out, a net change of +15 holders.
- The largest Watsco Inc buyer in Q4 2013 was Kalmar Investments, an estimated $61.1M added.
- The largest Watsco Inc seller in Q4 2013 was BlackRock Fund Advisors, an estimated $215M sold.
Based on aggregated 13F filings for Q4 2013.