388 hedge funds and large institutions have $5.71B invested in Watsco in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 123 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+15
Holders Change %
+4.02%
% of All Funds
7.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
57
Increased
145
Reduced
123
Closed
39
Calls
$7.41M
Puts
$7.13M
Net Calls
+$279K
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
226
Advisors Capital Management
New Jersey
$668K +$23.6K +133 +4%
CAL
227
Capital Analysts LLC
Pennsylvania
$665K -$38.2K -215 -5%
Luther King Capital Management (LKCM)
228
Luther King Capital Management (LKCM)
Texas
$664K +$55.4K +312 +9%
Zurich Cantonal Bank
229
Zurich Cantonal Bank
Switzerland
$629K +$166K +932 +36%
FIM
230
Freedom Investment Management
Connecticut
$606K -$237K -1,334 -28%
SAM
231
Securian Asset Management
Minnesota
$583K -$17.8K -100 -3%
UB
232
UMB Bank
Missouri
$570K -$889 -5 -0.2%
TPCW
233
TD Private Client Wealth
New York
$556K -$97.4K -548 -15%
Wolverine Trading
234
Wolverine Trading
Illinois
$554K +$554K +3,178 New
Simplex Trading
235
Simplex Trading
Illinois
$551K +$349K +1,965 +172%
DCM
236
Donaldson Capital Management
Indiana
$546K -$11.7K -66 -2%
ACI
237
AMP Capital Investors
Australia
$539K -$12K -69 -2%
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$539K +$29.8K +168 +6%
PTC
239
Private Trust Company
Ohio
$537K -$49.4K -275 -8%
Squarepoint
240
Squarepoint
New York
$528K +$528K +2,969 New
X
241
Xponance
Pennsylvania
$526K +$526K +2,960 New
CGH
242
Crossmark Global Holdings
Texas
$523K +$49.4K +278 +10%
VFA
243
Voya Financial Advisors
Connecticut
$515K -$60.3K -346 -10%
ORI
244
Oak Ridge Investments
Illinois
$514K +$514K +2,892 New
Allianz Asset Management
245
Allianz Asset Management
Germany
$512K +$44.6K +251 +10%
EVM
246
Eaton Vance Management
Massachusetts
$511K -$15.8K -89 -3%
GC
247
Guggenheim Capital
Illinois
$507K -$479K -2,690 -49%
BG
248
Bellevue Group
Switzerland
$498K
AII
249
AGF Investments Inc
Ontario, Canada
$497K -$195K -1,099 -28%
CCM
250
Cox Capital Management
Massachusetts
$490K