Watsco Inc
370 hedge funds and large institutions have $4.28B invested in Watsco Inc in 2019 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 171 increasing their positions, 80 reducing their positions, and 36 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 80
72% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 36
7% more funds holding
Funds holding: 346 → 370 (+24)
1.11% more ownership
Funds ownership: 91.81% → 92.92% (+1.1%)
4% more capital invested
Capital invested by funds: $4.1B → $4.28B (+$183M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
20% less call options, than puts
Call options by funds: $6.16M | Put options by funds: $7.66M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$90M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$31M |
| 3 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
+$25.2M |
| 4 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$18.5M |
| 5 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$134M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$46.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$30M |
| 4 |
Morgan Stanley
New York
|
-$24.6M |
| 5 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$23.6M |
WSO Hedge Fund Activity: Q1 2019 in Review
370 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q1 2019, worth a combined $4.28B — up 4.5% from $4.1B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new WSO positions and 36 closed out — a net gain of 26 holders — while 171 added to existing stakes and 80 trimmed.
The largest buyer was Epoch Investment Partners, adding an estimated $90M. The largest seller was T. Rowe Price Associates, cutting an estimated $134M.
- 370 institutional investors held Watsco Inc (WSO) as of Q1 2019, up from 346 in Q4 2018.
- Funds reported $4.28B of Watsco Inc stock for Q1 2019, up 4.5% quarter-over-quarter.
- 62 funds opened new Watsco Inc positions in Q1 2019 and 36 closed out, a net change of +26 holders.
- The largest Watsco Inc buyer in Q1 2019 was Epoch Investment Partners, an estimated $90M added.
- The largest Watsco Inc seller in Q1 2019 was T. Rowe Price Associates, an estimated $134M sold.
Based on aggregated 13F filings for Q1 2019.