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Watsco Inc

217 hedge funds and large institutions have $2.99B invested in Watsco Inc in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

18% more call options, than puts

Call options by funds: $3.56M | Put options by funds: $3.02M

16% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 68

10% more funds holding

Funds holding: 198217 (+19)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $3.08B → $2.99B (-$95.3M)

1.21% less ownership

Funds ownership: 81.24%80.04% (-1.2%)

Holders
217
Holders Change
+19
Holders Change %
+9.6%
% of All Funds
5.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
79
Reduced
68
Closed
16
Calls
$3.56M
Puts
$3.02M
Net Calls
+$542K
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$275M +$107M +858,730 +63%
Vanguard Group
2
Vanguard Group
Pennsylvania
$209M +$2.32M +18,625 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$185M -$167M -1,343,833 -47%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$137M -$2.98M -23,951 -2%
BFA
5
BlackRock Fund Advisors
California
$131M -$56.7M -455,945 -30%
FCM
6
Frontier Capital Management
Massachusetts
$118M -$5.42M -43,582 -4%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$113M -$4.38M -35,191 -4%
ORI
8
Oak Ridge Investments
Illinois
$98.3M +$3.31M +26,561 +3%
BIT
9
BlackRock Institutional Trust
California
$91.6M -$22.2M -178,654 -19%
State Street
10
State Street
Massachusetts
$87M -$22.8M -182,849 -21%
DC
11
Davenport & Co
Virginia
$77.6M +$1.23M +9,878 +2%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$71M +$43.2M +346,933 +153%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$62.4M -$9.44M -75,857 -13%
Invesco
14
Invesco
Georgia
$59.7M -$324K -2,605 -0.5%
AllianceBernstein
15
AllianceBernstein
Tennessee
$57.8M +$51.9M +417,173 +832%
Northern Trust
16
Northern Trust
Illinois
$49.6M -$1.18M -9,443 -2%
WRF
17
Waddell & Reed Financial
Kansas
$48.1M -$5.15M -41,391 -10%
TCM
18
TimesSquare Capital Management
New York
$47.7M +$1.36M +10,900 +3%
Wells Fargo
19
Wells Fargo
California
$45M +$5.45M +43,794 +14%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$43.6M -$29.3M -235,485 -40%
Capital World Investors
21
Capital World Investors
California
$43.3M
William Blair & Company
22
William Blair & Company
Illinois
$40.9M -$383K -3,074 -0.9%
Westfield Capital Management
23
Westfield Capital Management
Massachusetts
$40.7M -$11.3M -90,465 -22%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$36.1M +$36.3M +291,491 New
Millennium Management
25
Millennium Management
New York
$35.3M +$35.5M +285,356 New

WSO Hedge Fund Activity: Q2 2015 in Review

217 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q2 2015, worth a combined $2.99B — down 3.1% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WSO positions and 16 closed out — a net gain of 23 holders — while 79 added to existing stakes and 68 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $107M. The largest seller was Fidelity Investments, cutting an estimated $167M.

  • 217 institutional investors held Watsco Inc (WSO) as of Q2 2015, up from 198 in Q1 2015.
  • Funds reported $2.99B of Watsco Inc stock for Q2 2015, down 3.1% quarter-over-quarter.
  • 39 funds opened new Watsco Inc positions in Q2 2015 and 16 closed out, a net change of +23 holders.
  • The largest Watsco Inc buyer in Q2 2015 was JP Morgan Chase, an estimated $107M added.
  • The largest Watsco Inc seller in Q2 2015 was Fidelity Investments, an estimated $167M sold.

Based on aggregated 13F filings for Q2 2015.