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Watsco
WSO

Overview Fund Activity

370 hedge funds and large institutions have $4.28B invested in Watsco in 2019 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 171 increasing their positions, 80 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+24
Holders Change %
+6.94%
% of All Funds
8.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
62
Increased
171
Reduced
80
Closed
36
Calls
$6.16M
Puts
$7.66M
Net Calls
-$1.5M
Net Calls Change
-$339K

Top Buyers

1
EIP
Epoch Investment Partners
New York
$115M
2
FMI
Fiduciary Management Inc
Wisconsin
$30.9M
3
SIC
Schwartz Investment Counsel
Michigan
$25.2M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$22.6M
5
RFC
Regions Financial Corp
Alabama
$18.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$44.7M
2
Capital World Investors
Capital World Investors
California
$189M
3
Ameriprise
Ameriprise
Minnesota
$67.1M
4
Morgan Stanley
Morgan Stanley
New York
$8.3M
5
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
251
Psagot Value Holdings
Israel
$358K – – –
ECM
252
Element Capital Management
New York
$347K +$347K +2,420 New
Wolverine Trading
253
Wolverine Trading
Illinois
$344K +$344K +2,399 New
ZCM
254
Zebra Capital Management
Connecticut
$341K +$341K +2,381 New
AAMU
255
Amundi Asset Management US
Massachusetts
$338K – – –
Twin Tree Management
256
Twin Tree Management
Texas
$326K +$326K +2,274 New
Luther King Capital Management (LKCM)
257
Luther King Capital Management (LKCM)
Texas
$314K -$364K -2,540 -54%
WAM
258
World Asset Management
Michigan
$311K +$37.1K +259 +14%
Commonwealth Equity Services
259
Commonwealth Equity Services
Massachusetts
$308K -$14K -98 -4%
WB
260
Webster Bank
Connecticut
$286K +$16.3K +114 +6%
KeyBank National Association
261
KeyBank National Association
Ohio
$279K +$9.59K +67 +4%
PNC
262
Park National Corp
Ohio
$274K +$35.6K +249 +15%
Janney Montgomery Scott
263
Janney Montgomery Scott
Pennsylvania
$272K +$19.3K +135 +8%
FT
264
Fiduciary Trust
Massachusetts
$265K – – –
Zurich Cantonal Bank
265
Zurich Cantonal Bank
Switzerland
$264K -$46.3K -323 -15%
FBT
266
First Bank & Trust
South Dakota
$263K +$263K +1,835 New
FMT
267
First Mercantile Trust
Tennessee
$256K -$10.9K -76 -4%
ACM
268
AlphaStar Capital Management
North Carolina
$255K +$4.16K +29 +2%
AIL
269
AGF Investments LLC
Ontario, Canada
$251K +$94.1K +657 +60%
DCM
270
Donaldson Capital Management
Indiana
$250K +$16.5K +115 +7%
TW
271
TrinityPoint Wealth
Connecticut
$247K +$247K +1,726 New
LIA
272
LS Investment Advisors
Michigan
$246K -$4.29K -30 -2%
FEM
273
Fulcrum Equity Management
Texas
$235K +$5K +35 +2%
IIM
274
Ipswich Investment Management
Massachusetts
$233K +$143K +1,000 +160%
C
275
Cerebellum
California
$230K -$143 -1 -0.1%
9 10
11
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