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Watsco Inc
725 hedge funds and large institutions have $15.4B invested in Watsco Inc in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 249 increasing their positions, 260 reducing their positions, and 66 closing their positions.
New
Increased
Maintained
Reduced
Closed
125% more call options, than puts
Call options by funds: $153M | Put options by funds: $67.8M
82% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 66
13% more capital invested
Capital invested by funds: $13.7B → $15.4B (+$1.78B)
6% more funds holding
Funds holding: 681 → 725 (+44)
5% more funds holding in top 10
Funds holding in top 10: 19 → 20 (+1)
4% less repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 260
1.29% less ownership
Funds ownership: 107.78% → 106.48% (-1.3%)
Holders
725
Holders Change
+44
Holders Change %
+6.46%
% of All Funds
10.57%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
120
Increased
249
Reduced
260
Closed
66
Calls
$153M
Puts
$67.8M
Net Calls
+$85.1M
Net Calls Change
+$149M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$197M |
| 2 |
JP Morgan Chase
New York
|
+$115M |
| 3 |
CC
Cartenna Capital
Stamford,
Connecticut
|
+$41.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$40.5M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$36.3M |
Top Sellers
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$157M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$126M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$109M |
| 4 |
Bank of New York Mellon
New York
|
-$52.2M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$46.4M |
