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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 %
KJHP
276
K.J. Harrison & Partners
Ontario, Canada
$229K -$1.58M -10,000 -87%
Connor, Clark & Lunn Investment Management (CC&L)
277
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$229K +$229K +1,450 New
EI
278
Ellevest Inc
New York
$227K +$227K +1,434 New
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$225K – – –
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$220K +$48.6K +307 +28%
Creative Planning
281
Creative Planning
Kansas
$211K -$24.5K -155 -10%
FMT
282
First Mercantile Trust
Tennessee
$210K -$22.3K -141 -10%
GAM
283
Gotham Asset Management
New York
$209K +$209K +1,323 New
ProShare Advisors
284
ProShare Advisors
Maryland
$207K -$254K -1,609 -55%
Simplex Trading
285
Simplex Trading
Illinois
$180K +$173K +1,096 +2,436%
FL
286
Fort LP
Maryland
$180K +$180K +1,140 New
GT
287
Glenmede Trust
Pennsylvania
$175K – – –
PA
288
Parallel Advisors
California
$159K +$20.8K +132 +15%
DCM
289
Dupont Capital Management
Delaware
$135K -$324K -2,052 -71%
PG
290
Pendal Group
Australia
$134K +$134K +849 New
WEC
291
Winslow Evans & Crocker
Massachusetts
$128K – – –
SFSIG
292
San Francisco Sentry Investment Group
California
$128K +$1.11K +7 +0.9%
Canada Pension Plan Investment Board
293
Canada Pension Plan Investment Board
Ontario, Canada
$114K +$7.88K +50 +7%
PCM
294
Penserra Capital Management
California
$112K +$34.1K +210 +44%
QT
295
Quantbot Technologies
New York
$104K +$104K +660 New
HWA
296
Heritage Wealth Advisors
Virginia
$102K -$316 -2 -0.3%
Macquarie Group
297
Macquarie Group
Australia
$94K +$94K +592 New
GAM
298
GQ Asset Management
New York
$91K -$98.3K -620 -52%
FC
299
FORA Capital
Florida
$91K +$91K +578 New
QCG
300
Quadrant Capital Group
Ohio
$90K +$51.5K +323 +133%
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