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Watsco
WSO

Overview Fund Activity

381 hedge funds and large institutions have $4.87B invested in Watsco in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 115 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+11
Holders Change %
+2.97%
% of All Funds
8.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
64
Increased
144
Reduced
115
Closed
47
Calls
$12.6M
Puts
$8.21M
Net Calls
+$4.38M
Net Calls Change
+$5.89M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$238M
2
CC
Carlson Capital
Texas
$50.9M
3
SI
Scharf Investments
California
$35.8M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$23.9M
5
BG
Bahl & Gaynor
Ohio
$41.2M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$2.71M
2
Invesco
Invesco
Georgia
$6.07M
3
Vanguard Group
Vanguard Group
Pennsylvania
$488M
4
Deutsche Bank
Deutsche Bank
Germany
$3.26M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$49K
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
276
TrinityPoint Wealth
Connecticut
$294K +$11.8K +72 +4%
SPIA
277
Steward Partners Investment Advisory
New York
$294K +$48.9K +299 +20%
BNP Paribas Financial Markets
278
BNP Paribas Financial Markets
France
$281K -$164K -1,004 -37%
ACM
279
AlphaStar Capital Management
North Carolina
$281K -$9.65K -59 -3%
SB
280
Suntrust Banks
Georgia
$271K +$271K +1,658 New
FMT
281
First Mercantile Trust
Tennessee
$268K -$23.9K -146 -8%
MC
282
Machina Capital
France
$261K +$261K +1,610 New
LIA
283
LS Investment Advisors
Michigan
$257K -$23.9K -146 -8%
Point72 Asset Management
284
Point72 Asset Management
Connecticut
$255K +$255K +1,560 New
Creative Planning
285
Creative Planning
Kansas
$251K +$15.2K +93 +6%
DIM
286
Delta Investment Management
California
$250K +$250K +1,532 New
RJT
287
Raymond James Trust
Florida
$242K +$242K +1,481 New
Allianz Asset Management
288
Allianz Asset Management
Germany
$240K +$5.07K +31 +2%
APA
289
American Portfolios Advisors
New York
$236K +$158K +967 +204%
AP
290
Advisor Partners
California
$234K +$234K +1,430 New
LTFS
291
Ladenburg Thalmann Financial Services
Florida
$232K +$131K +793 +129%
DWM
292
Dakota Wealth Management
Florida
$229K +$229K +1,400 New
WPW
293
Waldron Private Wealth
Pennsylvania
$228K +$228K +1,398 New
GAM
294
Gotham Asset Management
New York
$227K +$227K +1,387 New
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$219K +$219K +1,338 New
GIM
296
Groesbeck Investment Management
New Jersey
$213K +$213K +1,300 New
MC
297
Menta Capital
California
$206K +$206K +1,260 New
FBT
298
First Bank & Trust
South Dakota
$202K -$98.6K -602 -33%
GAM
299
GQ Asset Management
New York
$200K +$43.3K +265 +28%
HIM
300
Hotaling Investment Management
Pennsylvania
$200K +$200K +1,224 New
10 11
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