Watsco Inc
346 hedge funds and large institutions have $4.1B invested in Watsco Inc in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 64 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 118
3.61% less ownership
Funds ownership: 95.42% → 91.81% (-3.6%)
4% less funds holding
Funds holding: 360 → 346 (-14)
20% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 64
22% less call options, than puts
Call options by funds: $4.24M | Put options by funds: $5.41M
25% less capital invested
Capital invested by funds: $5.44B → $4.1B (-$1.34B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.6M |
| 2 |
Renaissance Technologies
New York
|
+$32.1M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$28.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$24.7M |
| 5 |
BlackRock
New York
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$78.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$75.6M |
| 3 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$54.6M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$52.9M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
-$40.2M |
WSO Hedge Fund Activity: Q4 2018 in Review
346 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q4 2018, worth a combined $4.1B — down 25% from $5.44B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of WSO and 51 opened new positions — a net loss of 13 holders — while 118 trimmed existing stakes and 117 added.
The largest buyer was Vanguard Group, adding an estimated $50.6M. The largest seller was Morgan Stanley, cutting an estimated $78.4M.
- 346 institutional investors held Watsco Inc (WSO) as of Q4 2018, down from 360 in Q3 2018.
- Funds reported $4.1B of Watsco Inc stock for Q4 2018, down 25% quarter-over-quarter.
- 51 funds opened new Watsco Inc positions in Q4 2018 and 64 closed out, a net change of -13 holders.
- The largest Watsco Inc buyer in Q4 2018 was Vanguard Group, an estimated $50.6M added.
- The largest Watsco Inc seller in Q4 2018 was Morgan Stanley, an estimated $78.4M sold.
Based on aggregated 13F filings for Q4 2018.