Watsco Inc
189 hedge funds and large institutions have $2.63B invested in Watsco Inc in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 21 closing their positions.
27% more capital invested
Capital invested by funds: $2.08B → $2.63B (+$554M)
24% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 21
1.54% more ownership
Funds ownership: 80.27% → 81.82% (+1.5%)
1% more funds holding
Funds holding: 187 → 189 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less call options, than puts
Call options by funds: $3.54M | Put options by funds: $3.56M
21% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.6M |
| 2 |
TEC
Tiger Eye Capital
Nashville,
Tennessee
|
+$25.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$14.9M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$13.7M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$19.4M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$10.4M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$10.4M |
| 4 |
Millennium Management
New York
|
-$9.8M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
-$9.6M |
WSO Hedge Fund Activity: Q4 2014 in Review
189 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q4 2014, worth a combined $2.63B — up 27% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new WSO positions and 21 closed out — a net gain of 5 holders — while 60 added to existing stakes and 76 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $28.6M. The largest seller was BlackRock Institutional Trust, cutting an estimated $19.4M.
- 189 institutional investors held Watsco Inc (WSO) as of Q4 2014, up from 187 in Q3 2014.
- Funds reported $2.63B of Watsco Inc stock for Q4 2014, up 27% quarter-over-quarter.
- 26 funds opened new Watsco Inc positions in Q4 2014 and 21 closed out, a net change of +5 holders.
- The largest Watsco Inc buyer in Q4 2014 was Fidelity Investments, an estimated $28.6M added.
- The largest Watsco Inc seller in Q4 2014 was BlackRock Institutional Trust, an estimated $19.4M sold.
Based on aggregated 13F filings for Q4 2014.