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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.

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 Market Value Shares Shares
Change 		Shares
Change %
ACM
276
AlphaStar Capital Management
North Carolina
$280K 1,654 -65 -4%
LIA
277
LS Investment Advisors
Michigan
$276K 1,631 +58 +4%
RJT
278
Raymond James Trust
Florida
$276K 1,628 +147 +10%
Allianz Asset Management
279
Allianz Asset Management
Germany
$273K 1,615 +146 +10%
FMT
280
First Mercantile Trust
Tennessee
$268K 1,587 -53 -3%
AP
281
Advisor Partners
California
$254K 1,503 +73 +5%
APA
282
American Portfolios Advisors
New York
$240K 1,421 -20 -1%
SB
283
Suntrust Banks
Georgia
$239K 1,414 -244 -15%
LTFS
284
Ladenburg Thalmann Financial Services
Florida
$230K 1,353 -56 -4%
BUB
285
BBVA USA Bancshares
Texas
$228K 1,346 -4,879 -78%
CIBC Asset Management
286
CIBC Asset Management
Ontario, Canada
$226K 1,338 – –
ET
287
Equitable Trust
Tennessee
$218K 1,290 +1,290 New
Creative Planning
288
Creative Planning
Kansas
$211K 1,246 -286 -19%
HIM
289
Hotaling Investment Management
Pennsylvania
$210K 1,244 +20 +2%
CB
290
Commerce Bank
Missouri
$207K 1,222 +1,222 New
RG
291
Rikoon Group
New Mexico
$206K 1,218 +1,218 New
FBT
292
First Bank & Trust
South Dakota
$205K 1,214 -19 -2%
FCBT
293
First Citizens Bank & Trust
North Carolina
$201K 1,190 -1,752 -60%
BEI
294
Benjamin Edwards Inc
Missouri
$170K 1,002 +114 +13%
GAM
295
GQ Asset Management
New York
$155K 914 -309 -25%
PA
296
Parallel Advisors
California
$149K 878 +48 +6%
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$138K 818 -2 -0.2%
SFSIG
298
San Francisco Sentry Investment Group
California
$136K 806 -6 -0.7%
WEC
299
Winslow Evans & Crocker
Massachusetts
$136K 800 – –
THWM
300
Taylor Hoffman Wealth Management
Virginia
$120K 710 +236 +50%
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12
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