Watsco Inc
WSO
676 hedge funds and large institutions have $13.5B invested in Watsco Inc in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 210 increasing their positions, 243 reducing their positions, and 54 closing their positions.
130% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 54
35% more funds holding in top 10
Funds holding in top 10: 17 → 23 (+6)
23% more capital invested
Capital invested by funds: $11B → $13.5B (+$2.54B)
10% more funds holding
Funds holding: 612 → 676 (+64)
2.39% more ownership
Funds ownership: 103.81% → 106.2% (+2.4%)
14% less repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 243
74% less call options, than puts
Call options by funds: $43M | Put options by funds: $163M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$109M |
| 2 |
Barclays
London,
United Kingdom
|
+$81.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$44.5M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$42.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$41.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$50.8M |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$23M |
| 3 |
HF
HRT Financial
New York
|
-$19.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$16.7M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$16.5M |
WSO Hedge Fund Activity: Q2 2023 in Review
676 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q2 2023, worth a combined $13.5B — up 23% from $11B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new WSO positions and 54 closed out — a net gain of 70 holders — while 210 added to existing stakes and 243 trimmed.
The largest buyer was BlackRock, adding an estimated $109M. The largest seller was Bahl & Gaynor, cutting an estimated $50.8M.
- 676 institutional investors held Watsco Inc (WSO) as of Q2 2023, up from 612 in Q1 2023.
- Funds reported $13.5B of Watsco Inc stock for Q2 2023, up 23% quarter-over-quarter.
- 124 funds opened new Watsco Inc positions in Q2 2023 and 54 closed out, a net change of +70 holders.
- The largest Watsco Inc buyer in Q2 2023 was BlackRock, an estimated $109M added.
- The largest Watsco Inc seller in Q2 2023 was Bahl & Gaynor, an estimated $50.8M sold.
Based on aggregated 13F filings for Q2 2023.