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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 %
Susquehanna International Group
276
Susquehanna International Group
Pennsylvania
$340K -$8.29K -46 -2%
SPIA
277
Steward Partners Investment Advisory
New York
$337K +$5.03K +28 +2%
WAM
278
World Asset Management
Michigan
$334K -$27.4K -152 -8%
GIM
279
Groesbeck Investment Management
New Jersey
$328K -$90.1K -500 -22%
PNC
280
Park National Corp
Ohio
$327K – – –
WB
281
Webster Bank
Connecticut
$319K -$40.5K -225 -11%
ACM
282
AlphaStar Capital Management
North Carolina
$317K +$19.4K +108 +7%
FA
283
Faithward Advisors
Pennsylvania
$304K +$304K +1,689 New
FAAS
284
First Allied Advisory Services
California
$302K -$11.6K -65 -4%
LIA
285
LS Investment Advisors
Michigan
$293K -$901 -5 -0.3%
Allianz Asset Management
286
Allianz Asset Management
Germany
$279K -$12.3K -68 -4%
PCS
287
Personal CFO Solutions
New Jersey
$277K -$89.9K -505 -25%
CAS
288
Cascadia Advisory Services
Oregon
$271K +$271K +1,505 New
AP
289
Advisor Partners
California
$270K +$6.83K +39 +3%
Creative Planning
290
Creative Planning
Kansas
$269K +$44.2K +245 +20%
FMT
291
First Mercantile Trust
Tennessee
$264K -$21.4K -119 -7%
CCM
292
Cadence Capital Management
Massachusetts
$261K -$128K -709 -33%
CIBC Asset Management
293
CIBC Asset Management
Ontario, Canada
$257K +$15.5K +86 +6%
CB
294
Commerce Bank
Missouri
$236K +$15.9K +88 +7%
JT
295
Jump Trading
Illinois
$230K +$230K +1,277 New
APA
296
American Portfolios Advisors
New York
$228K -$28.3K -157 -11%
HIM
297
Hotaling Investment Management
Pennsylvania
$227K +$2.53K +14 +1%
FBT
298
First Bank & Trust
South Dakota
$219K -$181 -1 -0.1%
RG
299
Rikoon Group
New Mexico
$219K – – –
SSA
300
Schonfeld Strategic Advisors
New York
$216K -$360K -2,000 -63%
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