Watsco Inc
388 hedge funds and large institutions have $5.71B invested in Watsco Inc in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 123 reducing their positions, and 39 closing their positions.
46% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 39
18% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 123
15% more capital invested
Capital invested by funds: $4.98B → $5.71B (+$735M)
4% more funds holding
Funds holding: 373 → 388 (+15)
2.22% more ownership
Funds ownership: 95.75% → 97.97% (+2.2%)
4% more call options, than puts
Call options by funds: $7.41M | Put options by funds: $7.13M
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.6M |
| 2 |
Millennium Management
New York
|
+$28.7M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$28.5M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$22.4M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$21.5M |
Top Sellers
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
-$47.5M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$31.1M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$26.9M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$24M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$22M |
WSO Hedge Fund Activity: Q2 2020 in Review
388 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q2 2020, worth a combined $5.71B — up 15% from $4.98B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new WSO positions and 39 closed out — a net gain of 18 holders — while 145 added to existing stakes and 123 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $31.6M. The largest seller was Carlson Capital, exiting entirely with an estimated $47.5M sold.
- 388 institutional investors held Watsco Inc (WSO) as of Q2 2020, up from 373 in Q1 2020.
- Funds reported $5.71B of Watsco Inc stock for Q2 2020, up 15% quarter-over-quarter.
- 57 funds opened new Watsco Inc positions in Q2 2020 and 39 closed out, a net change of +18 holders.
- The largest Watsco Inc buyer in Q2 2020 was Fidelity Investments, an estimated $31.6M added.
- The largest Watsco Inc seller in Q2 2020 was Carlson Capital, an estimated $47.5M sold.
Based on aggregated 13F filings for Q2 2020.