Watsco Inc
463 hedge funds and large institutions have $8.04B invested in Watsco Inc in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 136 reducing their positions, and 41 closing their positions.
294% more call options, than puts
Call options by funds: $8.94M | Put options by funds: $2.27M
59% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 41
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
35% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 136
15% more capital invested
Capital invested by funds: $6.99B → $8.04B (+$1.06B)
5% more funds holding
Funds holding: 443 → 463 (+20)
0.03% less ownership
Funds ownership: 94.12% → 94.09% (-0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swedbank
Stockholm,
Sweden
|
+$71.3M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$62.7M |
| 3 |
BlackRock
New York
|
+$58.3M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$42.7M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$77.5M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$45M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$31M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$29.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$27.1M |
WSO Hedge Fund Activity: Q1 2021 in Review
463 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q1 2021, worth a combined $8.04B — up 15% from $6.99B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new WSO positions and 41 closed out — a net gain of 24 holders — while 183 added to existing stakes and 136 trimmed.
The largest buyer was Swedbank, opening a new position worth an estimated $71.3M. The largest seller was Fidelity Investments, cutting an estimated $77.5M.
- 463 institutional investors held Watsco Inc (WSO) as of Q1 2021, up from 443 in Q4 2020.
- Funds reported $8.04B of Watsco Inc stock for Q1 2021, up 15% quarter-over-quarter.
- 65 funds opened new Watsco Inc positions in Q1 2021 and 41 closed out, a net change of +24 holders.
- The largest Watsco Inc buyer in Q1 2021 was Swedbank, an estimated $71.3M added.
- The largest Watsco Inc seller in Q1 2021 was Fidelity Investments, an estimated $77.5M sold.
Based on aggregated 13F filings for Q1 2021.