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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 %
GAM
301
GQ Asset Management
New York
$215K +$50.4K +280 +31%
SCM
302
Stevens Capital Management
Pennsylvania
$213K +$213K +1,180 New
FCBT
303
First Citizens Bank & Trust
North Carolina
$212K -$2.52K -14 -1%
MAFM
304
Mid Atlantic Financial Management
Pennsylvania
$209K +$209K +1,161 New
ET
305
Equitable Trust
Tennessee
$203K -$29.8K -165 -13%
GCA
306
Gideon Capital Advisors
New York
$202K +$202K +1,122 New
OCG
307
Opus Capital Group
Ohio
$201K +$201K +1,117 New
BEI
308
Benjamin Edwards Inc
Missouri
$195K +$14.6K +81 +8%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$195K +$94.8K +527 +95%
FGAM
310
Financial Gravity Asset Management
Texas
$180K -$49.5K -25 -22%
SFS
311
Sowell Financial Services
Arkansas
$178K +$166K +925 +1,445%
GT
312
Glenmede Trust
Pennsylvania
$175K +$3.06K +17 +2%
LTFS
313
Ladenburg Thalmann Financial Services
Florida
$175K +$34.6K +333 +25%
PA
314
Parallel Advisors
California
$158K -$361 -2 -0.2%
WEC
315
Winslow Evans & Crocker
Massachusetts
$146K – – –
SFSIG
316
San Francisco Sentry Investment Group
California
$145K -$361 -2 -0.2%
THWM
317
Taylor Hoffman Wealth Management
Virginia
$128K – – –
Canada Pension Plan Investment Board
318
Canada Pension Plan Investment Board
Ontario, Canada
$121K +$121K +673 New
IUHSA
319
Itau Unibanco Holding S.A.
Brazil
$118K +$118K +654 New
HWA
320
Heritage Wealth Advisors
Virginia
$116K +$68.8K +382 +145%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$103K -$180 -1 -0.2%
SF
322
Synovus Financial
Georgia
$85K – – –
PCM
323
Penserra Capital Management
California
$84K +$29.8K +170 +55%
PCM
324
Prelude Capital Management
New York
$75K +$75K +416 New
VAIA
325
Virtus Alternative Investment Advisers
Connecticut
$74K +$9K +50 +14%
11 12
13
14 15