Watsco Inc
374 hedge funds and large institutions have $5.17B invested in Watsco Inc in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 41 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
28% more call options, than puts
Call options by funds: $7.4M | Put options by funds: $5.79M
17% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 124
6% more capital invested
Capital invested by funds: $4.87B → $5.17B (+$298M)
1.32% more ownership
Funds ownership: 92.44% → 93.76% (+1.3%)
2% less funds holding
Funds holding: 381 → 374 (-7)
15% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$117M |
| 2 |
Morgan Stanley
New York
|
+$42.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$37M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$14.4M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$43.5M |
| 2 |
CC
Chicago Capital
Chicago,
Illinois
|
-$25.7M |
| 3 |
CC
Carlson Capital
Dallas,
Texas
|
-$22.7M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$20M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$11.7M |
WSO Hedge Fund Activity: Q3 2019 in Review
374 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q3 2019, worth a combined $5.17B — up 6.1% from $4.87B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of WSO and 35 opened new positions — a net loss of 6 holders — while 124 trimmed existing stakes and 145 added.
The largest buyer was Wellington Management Group, adding an estimated $117M. The largest seller was Wells Fargo, cutting an estimated $43.5M.
- 374 institutional investors held Watsco Inc (WSO) as of Q3 2019, down from 381 in Q2 2019.
- Funds reported $5.17B of Watsco Inc stock for Q3 2019, up 6.1% quarter-over-quarter.
- 35 funds opened new Watsco Inc positions in Q3 2019 and 41 closed out, a net change of -6 holders.
- The largest Watsco Inc buyer in Q3 2019 was Wellington Management Group, an estimated $117M added.
- The largest Watsco Inc seller in Q3 2019 was Wells Fargo, an estimated $43.5M sold.
Based on aggregated 13F filings for Q3 2019.