Watsco Inc
WSO
202 hedge funds and large institutions have $2.49B invested in Watsco Inc in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 23 closing their positions.
13% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 23
1% more funds holding
Funds holding: 200 → 202 (+2)
4% more capital invested
Capital invested by funds: $2.4B → $2.49B (+$90.4M)
0.59% more ownership
Funds ownership: 79.94% → 80.53% (+0.59%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 71
53% less call options, than puts
Call options by funds: $1.93M | Put options by funds: $4.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$40.1M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$28.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$23.7M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
+$16.7M |
| 5 |
TEC
Tiger Eye Capital
Nashville,
Tennessee
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$13.1M |
| 2 |
Renaissance Technologies
New York
|
-$13M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$11.2M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$9.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.27M |
WSO Hedge Fund Activity: Q2 2014 in Review
202 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q2 2014, worth a combined $2.49B — up 3.8% from $2.4B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new WSO positions and 23 closed out — a net gain of 3 holders — while 66 added to existing stakes and 71 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $40.1M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $13.1M sold.
- 202 institutional investors held Watsco Inc (WSO) as of Q2 2014, up from 200 in Q1 2014.
- Funds reported $2.49B of Watsco Inc stock for Q2 2014, up 3.8% quarter-over-quarter.
- 26 funds opened new Watsco Inc positions in Q2 2014 and 23 closed out, a net change of +3 holders.
- The largest Watsco Inc buyer in Q2 2014 was Bank of New York Mellon, an estimated $40.1M added.
- The largest Watsco Inc seller in Q2 2014 was Adage Capital Partners, an estimated $13.1M sold.
Based on aggregated 13F filings for Q2 2014.