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Watsco
WSO

Overview Fund Activity

392 hedge funds and large institutions have $5.58B invested in Watsco in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
7.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
52
Increased
153
Reduced
123
Closed
25
Calls
$6.68M
Puts
$5.23M
Net Calls
+$1.46M
Net Calls Change
-$156K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$50.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$18.9M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$17.2M
4
Man Group
Man Group
United Kingdom
+$12M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42M
2
EIP
Epoch Investment Partners
New York
-$18.4M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.3M
4
FCM
Frontier Capital Management
Massachusetts
-$13.9M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Compass Ion Advisors
Pennsylvania
$718K +$718K +3,988 New
DTL
227
Dynamic Technology Lab
Singapore
$711K +$711K +3,945 New
TAM
228
THB Asset Management
Connecticut
$709K – – –
Luther King Capital Management (LKCM)
229
Luther King Capital Management (LKCM)
Texas
$705K +$54.6K +303 +8%
HAM
230
Highstreet Asset Management
Ontario, Canada
$701K +$701K +3,892 New
CAL
231
Capital Analysts LLC
Pennsylvania
$682K +$22.5K +125 +3%
Cambridge Investment Research Advisors
232
Cambridge Investment Research Advisors
Iowa
$657K -$15.5K -86 -2%
ACA
233
Aptus Capital Advisors
Alabama
$643K +$105K +585 +20%
ACI
234
AMP Capital Investors
Australia
$640K -$98.5K -546 -13%
VFA
235
Voya Financial Advisors
Connecticut
$632K +$32.5K +180 +5%
ACM
236
Advisors Capital Management
New Jersey
$618K +$34.4K +191 +6%
YMRC
237
Yorktown Management & Research Company
Virginia
$613K – – –
SAM
238
Securian Asset Management
Minnesota
$609K -$48.4K -269 -7%
SI
239
Stephens Inc
Arkansas
$606K +$87.2K +484 +17%
FT
240
Fiduciary Trust
Massachusetts
$599K – – –
PTC
241
Private Trust Company
Ohio
$588K – – –
LCM
242
Landscape Capital Management
New Jersey
$572K +$572K +3,173 New
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$567K – – –
AG
244
Advisor Group
Arizona
$564K -$136K -757 -19%
D.E. Shaw & Co
245
D.E. Shaw & Co
New York
$564K +$564K +3,131 New
DCM
246
Driehaus Capital Management
Illinois
$549K -$428K -2,377 -44%
Rafferty Asset Management
247
Rafferty Asset Management
New York
$539K +$55.2K +306 +11%
EVM
248
Eaton Vance Management
Massachusetts
$537K +$537K +2,983 New
ProShare Advisors
249
ProShare Advisors
Maryland
$526K +$58.3K +324 +12%
DCM
250
Donaldson Capital Management
Indiana
$525K +$65.4K +363 +14%
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