Watsco Inc
353 hedge funds and large institutions have $5.58B invested in Watsco Inc in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 132 increasing their positions, 117 reducing their positions, and 33 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
36% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 33
13% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 117
3% more funds holding
Funds holding: 343 → 353 (+10)
1.1% more ownership
Funds ownership: 96.75% → 97.85% (+1.1%)
0% less capital invested
Capital invested by funds: $5.6B → $5.58B (-$24.9M)
19% less call options, than puts
Call options by funds: $7.07M | Put options by funds: $8.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$119M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$114M |
| 3 |
Morgan Stanley
New York
|
+$103M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$27.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$113M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$74.9M |
| 3 |
JP Morgan Chase
New York
|
-$41.3M |
| 4 |
O
OppenheimerFunds
New York
|
-$36.4M |
| 5 |
Renaissance Technologies
New York
|
-$19.5M |
WSO Hedge Fund Activity: Q2 2018 in Review
353 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q2 2018, worth a combined $5.58B — down 0.45% from $5.6B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new WSO positions and 33 closed out — a net gain of 12 holders — while 132 added to existing stakes and 117 trimmed.
The largest buyer was Capital World Investors, adding an estimated $119M. The largest seller was T. Rowe Price Associates, cutting an estimated $113M.
- 353 institutional investors held Watsco Inc (WSO) as of Q2 2018, up from 343 in Q1 2018.
- Funds reported $5.58B of Watsco Inc stock for Q2 2018, down 0.45% quarter-over-quarter.
- 45 funds opened new Watsco Inc positions in Q2 2018 and 33 closed out, a net change of +12 holders.
- The largest Watsco Inc buyer in Q2 2018 was Capital World Investors, an estimated $119M added.
- The largest Watsco Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $113M sold.
Based on aggregated 13F filings for Q2 2018.