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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
+$119M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$55.7M
3
ACA
Anchor Capital Advisors
Massachusetts
+$37M
4
Wells Fargo
Wells Fargo
California
+$32.8M
5
M&T Bank
M&T Bank
New York
+$26.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$131M
2
FMI
Fiduciary Management Inc
Wisconsin
-$48.8M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$27.3M
4
BlackRock
BlackRock
New York
-$19.6M
5
Capital World Investors
Capital World Investors
California
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
251
TrinityPoint Wealth
Connecticut
$380K +$44.4K +281 +13%
WCM Investment Management
252
WCM Investment Management
California
$376K +$376K +2,382 New
NFG
253
Next Financial Group
Texas
$366K -$895K -5,665 -71%
SI
254
Stephens Inc
Arkansas
$362K -$169K -1,072 -32%
CA
255
Cetera Advisors
Colorado
$334K – – –
VV
256
Verity & Verity
South Carolina
$327K -$46.9K -297 -13%
RJT
257
Raymond James Trust
Florida
$321K -$8.39K -53 -3%
BP
258
Ballentine Partners
Massachusetts
$321K +$321K +2,032 New
Rafferty Asset Management
259
Rafferty Asset Management
New York
$317K -$155K -984 -33%
WA
260
Wealth Alliance
New York
$316K +$316K +1,997 New
SCM
261
Shelton Capital Management
Colorado
$305K – – –
APG Asset Management
262
APG Asset Management
Netherlands
$300K +$300K +1,900 New
WAM
263
World Asset Management
Michigan
$291K -$1.9K -12 -0.6%
FEM
264
Fulcrum Equity Management
Texas
$288K -$59.8K -379 -17%
GIM
265
Groesbeck Investment Management
New Jersey
$288K – – –
PNC
266
Park National Corp
Ohio
$288K +$949 +6 +0.3%
SPIA
267
Steward Partners Investment Advisory
New York
$285K -$10.4K -66 -4%
CSS
268
Cubist Systematic Strategies
Connecticut
$282K -$1.05M -6,662 -79%
WB
269
Webster Bank
Connecticut
$280K -$158 -1 -0.1%
ACM
270
AlphaStar Capital Management
North Carolina
$277K +$20.4K +140 +8%
FBT
271
First Bank & Trust
South Dakota
$273K +$81.5K +516 +43%
LIA
272
LS Investment Advisors
Michigan
$257K – – –
BCM
273
Bayesian Capital Management
New York
$255K +$255K +1,614 New
Royal London Asset Management
274
Royal London Asset Management
United Kingdom
$254K -$62.3K -400 -20%
AP
275
Advisor Partners
California
$241K -$1.73K -11 -0.7%
9 10
11
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