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Watsco
WSO

Overview Fund Activity

373 hedge funds and large institutions have $4.98B invested in Watsco in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
-19
Holders Change %
-4.85%
% of All Funds
8.24%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
48
Increased
143
Reduced
133
Closed
62
Calls
$6.29M
Puts
$7.08M
Net Calls
-$790K
Net Calls Change
-$2.25M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$174M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$55.7M
3
ACA
Anchor Capital Advisors
Massachusetts
$40.9M
4
Wells Fargo
Wells Fargo
California
$103M
5
M&T Bank
M&T Bank
New York
$26.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
FMI
Fiduciary Management Inc
Wisconsin
$0
3
Baird Financial Group
Baird Financial Group
Wisconsin
$8.59M
4
BlackRock
BlackRock
New York
$578M
5
Capital World Investors
Capital World Investors
California
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
226
Janus Henderson Group
United Kingdom
$543K -$16M -100,979 -97%
Luther King Capital Management (LKCM)
227
Luther King Capital Management (LKCM)
Texas
$541K -$77.1K -488 -12%
SAM
228
Securian Asset Management
Minnesota
$535K – – –
PTC
229
Private Trust Company
Ohio
$516K – – –
VFA
230
Voya Financial Advisors
Connecticut
$514K -$31.3K -201 -6%
RRAM
231
River Road Asset Management
Kentucky
$508K +$508K +3,215 New
UB
232
UMB Bank
Missouri
$507K +$507K +3,211 New
Millennium Management
233
Millennium Management
New York
$498K -$10.5M -66,582 -95%
Bank of Nova Scotia
234
Bank of Nova Scotia
Ontario, Canada
$497K +$497K +3,145 New
CCM
235
Cox Capital Management
Massachusetts
$496K – – –
DCM
236
Donaldson Capital Management
Indiana
$496K +$35.7K +226 +8%
ACI
237
AMP Capital Investors
Australia
$493K -$60K -385 -11%
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$485K -$504K -3,194 -51%
EVM
239
Eaton Vance Management
Massachusetts
$469K -$2.69K -17 -0.6%
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
$453K +$103K +653 +30%
BG
241
Bellevue Group
Switzerland
$442K – – –
Voloridge Investment Management
242
Voloridge Investment Management
Florida
$434K -$1.99M -12,610 -82%
SAM
243
Shell Asset Management
Netherlands
$428K -$6.49K -41 -1%
Osaic Holdings
244
Osaic Holdings
Arizona
$427K +$427K +2,698 New
CGH
245
Crossmark Global Holdings
Texas
$421K -$4.74K -30 -1%
Allianz Asset Management
246
Allianz Asset Management
Germany
$416K +$172K +1,086 +70%
Zurich Cantonal Bank
247
Zurich Cantonal Bank
Switzerland
$412K +$80.2K +507 +24%
PP
248
Paloma Partners
Connecticut
$406K -$7.9K -50 -2%
FHB
249
First Hawaiian Bank
Hawaii
$406K +$406K +2,573 New
PIA
250
Piedmont Investment Advisors
North Carolina
$388K – – –
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10
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