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Watsco
WSO

Overview Fund Activity

374 hedge funds and large institutions have $5.17B invested in Watsco in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
8.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
35
Increased
145
Reduced
124
Closed
41
Calls
$7.4M
Puts
$5.79M
Net Calls
+$1.62M
Net Calls Change
-$2.77M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$123M
2
Morgan Stanley
2
Morgan Stanley
New York
$49.2M
3
Invesco
3
Invesco
Georgia
$44.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$15M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$38.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$76.2M
2
CC
2
Chicago Capital
Illinois
$0
3
CC
3
Carlson Capital
Texas
$28.9M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
USAA
5
United Services Automobile Association
Texas
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
251
ExodusPoint Capital Management
New York
$432K +$432K +2,553 New
DCM
252
Donaldson Capital Management
Indiana
$431K +$95K +562 +28%
PVH
253
Psagot Value Holdings
Israel
$423K – – –
PA
254
Profund Advisors
Maryland
$409K -$676 -4 -0.2%
Man Group
255
Man Group
United Kingdom
$402K -$1.6M -9,447 -80%
GIM
256
Groesbeck Investment Management
New Jersey
$392K +$172K +1,020 +78%
FEM
257
Fulcrum Equity Management
Texas
$384K +$11.5K +68 +3%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$375K -$6.26K -37 -2%
CCM
259
Cadence Capital Management
Massachusetts
$365K +$39.9K +236 +12%
TW
260
TrinityPoint Wealth
Connecticut
$362K +$41.1K +230 +13%
LPL Financial
261
LPL Financial
California
$361K +$54.8K +324 +18%
CA
262
Cetera Advisors
Colorado
$358K +$676 +4 +0.2%
NC
263
Noked Capital
Israel
$355K +$355K +2,100 New
NI
264
Noked Israel
Israel
$355K +$355K +2,100 New
WAM
265
World Asset Management
Michigan
$339K +$12.2K +72 +4%
WB
266
Webster Bank
Connecticut
$338K – – –
Zurich Cantonal Bank
267
Zurich Cantonal Bank
Switzerland
$335K +$23.8K +141 +8%
Susquehanna International Group
268
Susquehanna International Group
Pennsylvania
$327K -$671K -3,964 -67%
SCM
269
Shelton Capital Management
Colorado
$327K – – –
FHB
270
First Hawaiian Bank
Hawaii
$326K +$326K +1,925 New
American Century Companies
271
American Century Companies
Missouri
$325K -$363K -2,143 -53%
DIM
272
Delta Investment Management
California
$317K +$58.4K +346 +23%
SPIA
273
Steward Partners Investment Advisory
New York
$312K +$8.28K +49 +3%
PNC
274
Park National Corp
Ohio
$307K – – –
FAAS
275
First Allied Advisory Services
California
$304K -$35.4K -205 -10%
9 10
11
12 13