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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 %
DCM
251
Dupont Capital Management
Delaware
$524K -$72.1K -400 -12%
EGM
252
Engineers Gate Manager
New York
$507K +$507K +2,816 New
BG
253
Bellevue Group
Switzerland
$504K – – –
Tudor Investment Corp
254
Tudor Investment Corp
Connecticut
$497K +$497K +2,758 New
CCM
255
Cox Capital Management
Massachusetts
$496K – – –
SAM
256
Shell Asset Management
Netherlands
$495K -$3.42K -19 -0.7%
CGH
257
Crossmark Global Holdings
Texas
$486K +$10.8K +60 +2%
TPCW
258
TD Private Client Wealth
New York
$484K +$484K +2,686 New
PP
259
Paloma Partners
Connecticut
$473K +$473K +2,621 New
PVH
260
Psagot Value Holdings
Israel
$450K – – –
PIA
261
Piedmont Investment Advisors
North Carolina
$442K -$83.5K -464 -16%
VV
262
Verity & Verity
South Carolina
$426K -$1.94M -10,775 -82%
PA
263
Profund Advisors
Maryland
$419K -$16.8K -93 -4%
Mercer Global Advisors
264
Mercer Global Advisors
Colorado
$400K -$106K -590 -21%
Commonwealth Equity Services
265
Commonwealth Equity Services
Massachusetts
$398K -$719 -4 -0.2%
FEM
266
Fulcrum Equity Management
Texas
$397K -$11.7K -65 -3%
SG Americas Securities
267
SG Americas Securities
New York
$396K -$854K -4,739 -68%
TW
268
TrinityPoint Wealth
Connecticut
$382K +$17.1K +95 +5%
CA
269
Cetera Advisors
Colorado
$380K -$899 -5 -0.2%
Zurich Cantonal Bank
270
Zurich Cantonal Bank
Switzerland
$378K +$21.1K +117 +6%
RJT
271
Raymond James Trust
Florida
$375K +$81.8K +454 +28%
Royal London Asset Management
272
Royal London Asset Management
United Kingdom
$367K +$367K +2,031 New
QT
273
Quantamental Technologies
New York
$356K +$246K +1,367 +225%
PRC
274
Pearl River Capital
Michigan
$356K +$346K +1,922 +3,626%
SCM
275
Shelton Capital Management
Colorado
$348K – – –
9 10
11
12 13