Watsco Inc
373 hedge funds and large institutions have $4.98B invested in Watsco Inc in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 62 closing their positions.
125% more funds holding in top 10
Funds holding in top 10: 4 → 9 (+5)
8% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 133
0.98% more ownership
Funds ownership: 94.77% → 95.75% (+0.98%)
5% less funds holding
Funds holding: 392 → 373 (-19)
11% less capital invested
Capital invested by funds: $5.58B → $4.98B (-$603M)
11% less call options, than puts
Call options by funds: $6.29M | Put options by funds: $7.08M
23% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$128M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
+$59.5M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$39.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$35.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$131M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$48.8M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$29.2M |
| 4 |
BlackRock
New York
|
-$21M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$17.6M |
WSO Hedge Fund Activity: Q1 2020 in Review
373 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q1 2020, worth a combined $4.98B — down 11% from $5.58B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of WSO and 48 opened new positions — a net loss of 14 holders — while 133 trimmed existing stakes and 143 added.
The largest buyer was Charles Schwab, adding an estimated $128M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $131M sold.
- 373 institutional investors held Watsco Inc (WSO) as of Q1 2020, down from 392 in Q4 2019.
- Funds reported $4.98B of Watsco Inc stock for Q1 2020, down 11% quarter-over-quarter.
- 48 funds opened new Watsco Inc positions in Q1 2020 and 62 closed out, a net change of -14 holders.
- The largest Watsco Inc buyer in Q1 2020 was Charles Schwab, an estimated $128M added.
- The largest Watsco Inc seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $131M sold.
Based on aggregated 13F filings for Q1 2020.