Watsco Inc
341 hedge funds and large institutions have $5.15B invested in Watsco Inc in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 127 increasing their positions, 89 reducing their positions, and 23 closing their positions.
463% more call options, than puts
Call options by funds: $5.17M | Put options by funds: $918K
204% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 23
43% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 89
15% more funds holding
Funds holding: 296 → 341 (+45)
7% more capital invested
Capital invested by funds: $4.79B → $5.15B (+$357M)
1.31% more ownership
Funds ownership: 97.98% → 99.29% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$61.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$39.7M |
| 3 |
Renaissance Technologies
New York
|
+$30.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$18.5M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$72.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$46.6M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$35M |
| 4 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$24.3M |
| 5 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
-$13.9M |
WSO Hedge Fund Activity: Q4 2017 in Review
341 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q4 2017, worth a combined $5.15B — up 7.5% from $4.79B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new WSO positions and 23 closed out — a net gain of 47 holders — while 127 added to existing stakes and 89 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $61.3M. The largest seller was VOYA Investment Management, cutting an estimated $72.5M.
- 341 institutional investors held Watsco Inc (WSO) as of Q4 2017, up from 296 in Q3 2017.
- Funds reported $5.15B of Watsco Inc stock for Q4 2017, up 7.5% quarter-over-quarter.
- 70 funds opened new Watsco Inc positions in Q4 2017 and 23 closed out, a net change of +47 holders.
- The largest Watsco Inc buyer in Q4 2017 was Millennium Management, an estimated $61.3M added.
- The largest Watsco Inc seller in Q4 2017 was VOYA Investment Management, an estimated $72.5M sold.
Based on aggregated 13F filings for Q4 2017.