Watsco INC (WSO) Shareholder Caledonia Investments Plc Lifted Its Stake

March 16, 2018 - By Migdalia James

Investors sentiment increased to 1.58 in Q3 2017. Its up 0.13, from 1.45 in 2017Q2. It increased, as 29 investors sold WSO shares while 68 reduced holdings. 49 funds opened positions while 104 raised stakes. 28.54 million shares or 1.86% more from 28.02 million shares in 2017Q2 were reported. Loring Wolcott And Coolidge Fiduciary Advsrs Llp Ma holds 0.04% or 11,615 shares in its portfolio. Asset Management One stated it has 25,100 shares. Panagora Asset Management Inc owns 2,303 shares for 0% of their portfolio. Putnam Investments Limited Liability Corp invested in 0.02% or 59,752 shares. Alliancebernstein LP accumulated 423,472 shares. Moreover, Zurcher Kantonalbank (Zurich Cantonalbank) has 0% invested in Watsco, Inc. (NYSE:WSO). Benjamin F Edwards And has invested 0% in Watsco, Inc. (NYSE:WSO). Tompkins Financial invested in 40 shares or 0% of the stock. Texas Permanent School Fund invested 0.05% of its portfolio in Watsco, Inc. (NYSE:WSO). Comml Bank Of Mellon Corporation has 0.02% invested in Watsco, Inc. (NYSE:WSO). Regions Fin has invested 0% in Watsco, Inc. (NYSE:WSO). Brinker Cap accumulated 0.01% or 1,973 shares. Carroll Financial Assocs holds 0% of its portfolio in Watsco, Inc. (NYSE:WSO) for 45 shares. Art Advsr Limited Liability Co invested in 4,700 shares. Winslow Evans Crocker accumulated 0.04% or 800 shares.

Caledonia Investments Plc increased its stake in Watsco Inc (WSO) by 60.53% based on its latest 2017Q3 regulatory filing with the SEC. Caledonia Investments Plc bought 54,478 shares as the company’s stock declined 7.78% while stock markets rallied. The institutional investor held 144,478 shares of the consumer durables company at the end of 2017Q3, valued at $23.27M, up from 90,000 at the end of the previous reported quarter. Caledonia Investments Plc who had been investing in Watsco Inc for a number of months, seems to be bullish on the $6.17 billion market cap company. The stock decreased 0.39% or $0.705 during the last trading session, reaching $180.675. About 133,399 shares traded. Watsco, Inc. (NYSE:WSO) has risen 8.75% since March 16, 2017 and is uptrending. It has underperformed by 7.95% the S&P500.

Watsco, Inc. (NYSE:WSO) Ratings Coverage

Among 11 analysts covering Watsco (NYSE:WSO), 6 have Buy rating, 2 Sell and 3 Hold. Therefore 55% are positive. Watsco had 36 analyst reports since September 11, 2015 according to SRatingsIntel. The firm has “Buy” rating by Stifel Nicolaus given on Friday, January 19. On Thursday, October 26 the stock rating was maintained by Morgan Stanley with “Underweight”. Robert W. Baird maintained the shares of WSO in report on Thursday, August 31 with “Buy” rating. Robert W. Baird maintained Watsco, Inc. (NYSE:WSO) on Tuesday, October 3 with “Buy” rating. As per Thursday, February 8, the company rating was maintained by Stifel Nicolaus. The firm earned “Accumulate” rating on Thursday, April 21 by Seaport Global. Stifel Nicolaus maintained the stock with “Buy” rating in Thursday, March 24 report. As per Wednesday, February 15, the company rating was maintained by Stifel Nicolaus. The stock of Watsco, Inc. (NYSE:WSO) has “Buy” rating given on Tuesday, July 25 by Stifel Nicolaus. On Thursday, February 8 the stock rating was maintained by Stephens with “Hold”.

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