Watsco Inc
475 hedge funds and large institutions have $8.8B invested in Watsco Inc in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 157 increasing their positions, 169 reducing their positions, and 48 closing their positions.
289% more call options, than puts
Call options by funds: $18M | Put options by funds: $4.62M
31% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 48
3% more funds holding
Funds holding: 463 → 475 (+12)
0% less capital inflows, than outflows
Capital inflows: $459M | Capital outflows: $462M
0.76% less ownership
Funds ownership: 94.08% → 93.32% (-0.76%)
7% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 169
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$60.1M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$49.5M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$31.6M |
| 4 |
Morgan Stanley
New York
|
+$28.7M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$57.7M |
| 2 |
BlackRock
New York
|
-$36.5M |
| 3 |
Renaissance Technologies
New York
|
-$36M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
-$28M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.6M |
WSO Hedge Fund Activity: Q2 2021 in Review
475 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q2 2021, worth a combined $8.8B — up 9.2% from $8.06B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new WSO positions and 48 closed out — a net gain of 15 holders — while 157 added to existing stakes and 169 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $60.1M. The largest seller was Ameriprise, cutting an estimated $57.7M.
- 475 institutional investors held Watsco Inc (WSO) as of Q2 2021, up from 463 in Q1 2021.
- Funds reported $8.8B of Watsco Inc stock for Q2 2021, up 9.2% quarter-over-quarter.
- 63 funds opened new Watsco Inc positions in Q2 2021 and 48 closed out, a net change of +15 holders.
- The largest Watsco Inc buyer in Q2 2021 was Schroder Investment Management Group, an estimated $60.1M added.
- The largest Watsco Inc seller in Q2 2021 was Ameriprise, an estimated $57.7M sold.
Based on aggregated 13F filings for Q2 2021.