Watsco Inc
681 hedge funds and large institutions have $13.7B invested in Watsco Inc in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 225 increasing their positions, 259 reducing their positions, and 65 closing their positions.
53% more capital inflows, than outflows
Capital inflows: $897M | Capital outflows: $588M
22% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 65
1.57% more ownership
Funds ownership: 106.2% → 107.78% (+1.6%)
1% more funds holding
Funds holding: 676 → 681 (+5)
13% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 259
17% less funds holding in top 10
Funds holding in top 10: 23 → 19 (-4)
50% less call options, than puts
Call options by funds: $65.2M | Put options by funds: $129M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$162M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$154M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$59.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$55.7M |
| 5 |
Barclays
London,
United Kingdom
|
+$34.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$56.6M |
| 2 |
Vaughan Nelson Investment Management
Houston,
Texas
|
-$24.3M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$23.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$22.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.6M |
WSO Hedge Fund Activity: Q3 2023 in Review
681 of the 6,314 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q3 2023, worth a combined $13.7B — up 1% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new WSO positions and 65 closed out — a net gain of 14 holders — while 225 added to existing stakes and 259 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $162M. The largest seller was BlackRock, cutting an estimated $56.6M.
- 681 institutional investors held Watsco Inc (WSO) as of Q3 2023, up from 676 in Q2 2023.
- Funds reported $13.7B of Watsco Inc stock for Q3 2023, up 1% quarter-over-quarter.
- 79 funds opened new Watsco Inc positions in Q3 2023 and 65 closed out, a net change of +14 holders.
- The largest Watsco Inc buyer in Q3 2023 was Balyasny Asset Management, an estimated $162M added.
- The largest Watsco Inc seller in Q3 2023 was BlackRock, an estimated $56.6M sold.
Based on aggregated 13F filings for Q3 2023.