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Watsco
WSO

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in Watsco in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 123 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+15
Holders Change %
+4.02%
% of All Funds
7.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
57
Increased
145
Reduced
123
Closed
39
Calls
$7.41M
Puts
$7.13M
Net Calls
+$279K
Net Calls Change
+$1.07M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$191M
2
Millennium Management
2
Millennium Management
New York
$31.4M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$52.1M
4
CAI
4
Capital Advisors Inc
Oklahoma
$27.2M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$24.1M

Top Sellers

1
CC
1
Carlson Capital
Texas
$0
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$24.9M
3
M&T Bank
3
M&T Bank
New York
$0
4
Capital World Investors
4
Capital World Investors
California
$183M
5
Norges Bank
5
Norges Bank
Norway
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
276
Maverick Capital
Texas
$307K +$307K +1,730 New
SPIA
277
Steward Partners Investment Advisory
New York
$301K -$20.8K -117 -6%
LIA
278
LS Investment Advisors
Michigan
$301K +$12.1K +68 +4%
Macquarie Group
279
Macquarie Group
Australia
$268K +$163K +916 +155%
CIAS
280
Capital Investment Advisory Services
North Carolina
$267K +$267K +1,500 New
AP
281
Advisor Partners
California
$266K -$6.22K -35 -2%
PA
282
Profund Advisors
Maryland
$258K +$258K +1,452 New
Creative Planning
283
Creative Planning
Kansas
$257K +$19.4K +109 +8%
EI
284
Ellevest Inc
New York
$255K – – –
FCBT
285
First Citizens Bank & Trust
North Carolina
$254K +$254K +1,429 New
CIBC Asset Management
286
CIBC Asset Management
Ontario, Canada
$253K – – –
BA
287
Bridgewater Associates
Connecticut
$232K +$232K +1,303 New
EGM
288
Engineers Gate Manager
New York
$231K +$231K +1,301 New
FMT
289
First Mercantile Trust
Tennessee
$229K -$6.39K -36 -3%
Twin Tree Management
290
Twin Tree Management
Texas
$229K +$229K +1,286 New
VAS
291
Vestmark Advisory Solutions
Massachusetts
$213K +$213K +1,196 New
PA
292
Parallel Advisors
California
$209K +$30.6K +173 +17%
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$207K -$40.4K -227 -16%
FL
294
Fort LP
Maryland
$204K +$1.6K +9 +0.8%
MAFM
295
Mid Atlantic Financial Management
Pennsylvania
$200K +$200K +1,127 New
WEC
296
Winslow Evans & Crocker
Massachusetts
$176K +$33.8K +190 +24%
SFSIG
297
San Francisco Sentry Investment Group
California
$163K +$18.7K +105 +13%
FC
298
FORA Capital
Florida
$163K +$60K +337 +58%
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$159K +$60.3K +340 +61%
DCM
300
Dupont Capital Management
Delaware
$152K -$356 -2 -0.2%
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12
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