Watsco Inc
WSO
514 hedge funds and large institutions have $7.74B invested in Watsco Inc in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 200 increasing their positions, 156 reducing their positions, and 56 closing their positions.
46% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 56
28% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 156
4% more funds holding
Funds holding: 495 → 514 (+19)
3.66% more ownership
Funds ownership: 94.06% → 97.71% (+3.7%)
17% less call options, than puts
Call options by funds: $21.6M | Put options by funds: $25.8M
18% less capital invested
Capital invested by funds: $9.47B → $7.74B (-$1.73B)
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$54.5M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$40.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$39.1M |
| 4 |
BlackRock
New York
|
+$38.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$21.5M |
| 2 |
Swedbank
Stockholm,
Sweden
|
-$14.5M |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
-$13.7M |
| 4 |
Neuberger Berman Group
New York
|
-$11.2M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$10.9M |
WSO Hedge Fund Activity: Q2 2022 in Review
514 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q2 2022, worth a combined $7.74B — down 18% from $9.47B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new WSO positions and 56 closed out — a net gain of 26 holders — while 200 added to existing stakes and 156 trimmed.
The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $54.5M. The largest seller was Vanguard Group, cutting an estimated $21.5M.
- 514 institutional investors held Watsco Inc (WSO) as of Q2 2022, up from 495 in Q1 2022.
- Funds reported $7.74B of Watsco Inc stock for Q2 2022, down 18% quarter-over-quarter.
- 82 funds opened new Watsco Inc positions in Q2 2022 and 56 closed out, a net change of +26 holders.
- The largest Watsco Inc buyer in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $54.5M added.
- The largest Watsco Inc seller in Q2 2022 was Vanguard Group, an estimated $21.5M sold.
Based on aggregated 13F filings for Q2 2022.