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Watsco Inc
WSO

185 hedge funds and large institutions have $2.01B invested in Watsco Inc in 2013 Q2 according to their latest regulatory filings, with 185 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

80.06% more ownership

Funds ownership: 0% → 80.06% (+80%)

61% less call options, than puts

Call options by funds: $4.58M | Put options by funds: $11.6M

Holders
185
Holders Change
+185
Holders Change %
–
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
185
Increased
–
Reduced
–
Closed
–
Calls
$4.58M
Puts
$11.6M
Net Calls
-$7.03M
Net Calls Change
-$7.03M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$317M +$319M +3,779,756 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$204M +$205M +2,428,803 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$123M +$124M +1,468,485 New
FCM
4
Frontier Capital Management
Massachusetts
$103M +$104M +1,230,645 New
State Street
5
State Street
Massachusetts
$82.2M +$82.7M +979,496 New
JP Morgan Chase
6
JP Morgan Chase
New York
$75.5M +$76M +899,784 New
BIT
7
BlackRock Institutional Trust
California
$69.4M +$69.8M +826,265 New
ORI
8
Oak Ridge Investments
Illinois
$63.5M +$63.8M +756,061 New
Neuberger Berman Group
9
Neuberger Berman Group
New York
$57.8M +$58.1M +687,929 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$56M +$56.3M +666,735 New
Westfield Capital Management
11
Westfield Capital Management
Massachusetts
$51.2M +$51.5M +609,812 New
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$51M +$51.3M +607,617 New
WRF
13
Waddell & Reed Financial
Kansas
$47.3M +$47.5M +562,979 New
Invesco
14
Invesco
Georgia
$44.3M +$44.6M +528,144 New
Northern Trust
15
Northern Trust
Illinois
$43.2M +$43.4M +514,462 New
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$41.4M +$41.6M +492,650 New
AIM
17
Aster Investment Management
California
$39.5M +$39.7M +469,900 New
DC
18
Davenport & Co
Virginia
$37.5M +$37.7M +446,789 New
Capital Research Global Investors
19
Capital Research Global Investors
California
$26.6M +$26.7M +316,700 New
Capital World Investors
20
Capital World Investors
California
$25.2M +$25.3M +300,000 New
Goldman Sachs
21
Goldman Sachs
New York
$24.2M +$24.3M +287,930 New
TCM
22
TimesSquare Capital Management
New York
$22.4M +$22.5M +267,000 New
Norges Bank
23
Norges Bank
Norway
$19.7M +$19.8M +234,292 New
WT
24
Washington Trust
Rhode Island
$17.5M +$17.6M +208,381 New
Millennium Management
25
Millennium Management
New York
$17.2M +$17.3M +205,296 New
1
2 3 4 5

WSO Hedge Fund Activity: Q2 2013 in Review

185 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q2 2013, worth a combined $2.01B.

Buyers outnumbered sellers: 185 funds opened new WSO positions and 0 closed out — a net gain of 185 holders — while 0 added to existing stakes and 0 trimmed.

  • 185 institutional investors held Watsco Inc (WSO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.01B of Watsco Inc stock for Q2 2013.
  • 185 funds opened new Watsco Inc positions in Q2 2013 and 0 closed out, a net change of +185 holders.

Based on aggregated 13F filings for Q2 2013.