Watsco Inc
568 hedge funds and large institutions have $8.45B invested in Watsco Inc in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 176 reducing their positions, and 53 closing their positions.
74% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 53
50% more call options, than puts
Call options by funds: $19.4M | Put options by funds: $12.9M
21% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 176
6% more funds holding
Funds holding: 538 → 568 (+30)
2.15% more ownership
Funds ownership: 100.54% → 102.7% (+2.2%)
2% less capital invested
Capital invested by funds: $8.59B → $8.45B (-$144M)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$55.2M |
| 2 |
Millennium Management
New York
|
+$31.5M |
| 3 |
BlackRock
New York
|
+$29.5M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$28.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$24.2M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
-$18.2M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$17.3M |
| 4 |
Morgan Stanley
New York
|
-$11.3M |
| 5 |
MFAM
Motley Fool Asset Management
Alexandria,
Virginia
|
-$10.5M |
WSO Hedge Fund Activity: Q4 2022 in Review
568 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q4 2022, worth a combined $8.45B — down 1.7% from $8.59B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new WSO positions and 53 closed out — a net gain of 39 holders — while 213 added to existing stakes and 176 trimmed.
The largest buyer was Allspring Global Investments, opening a new position worth an estimated $55.2M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $24.2M.
- 568 institutional investors held Watsco Inc (WSO) as of Q4 2022, up from 538 in Q3 2022.
- Funds reported $8.45B of Watsco Inc stock for Q4 2022, down 1.7% quarter-over-quarter.
- 92 funds opened new Watsco Inc positions in Q4 2022 and 53 closed out, a net change of +39 holders.
- The largest Watsco Inc buyer in Q4 2022 was Allspring Global Investments, an estimated $55.2M added.
- The largest Watsco Inc seller in Q4 2022 was Kayne Anderson Rudnick Investment Management, an estimated $24.2M sold.
Based on aggregated 13F filings for Q4 2022.