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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 %
SF
301
Synovus Financial
Georgia
$89K +$13.8K +87 +18%
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$88K -$2.53K -16 -3%
VAIA
303
Virtus Alternative Investment Advisers
Connecticut
$80K +$15K +95 +23%
PCM
304
Pinz Capital Management
New York
$63K +$63K +400 New
SFS
305
Sowell Financial Services
Arkansas
$61K -$95.7K -604 -61%
TRCT
306
Tower Research Capital (TRC)
New York
$61K +$61K +391 New
PFBT
307
Parkside Financial Bank & Trust
Missouri
$53K -$2.06K -13 -4%
FCA
308
FinTrust Capital Advisors
South Carolina
$51K +$51K +320 New
PCG
309
Private Capital Group
Connecticut
$50K +$2.51K +16 +5%
FHA
310
First Horizon Advisors
Tennessee
$48K – – –
CTC
311
Central Trust Company
Missouri
$47K – – –
EIP
312
Ellis Investment Partners
Pennsylvania
$47K – – –
ECM
313
Estabrook Capital Management
New York
$46K +$46K +291 New
CFG
314
Citizens Financial Group
Rhode Island
$43K – – –
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$42K +$42K +266 New
ASN
316
Advisory Services Network
Georgia
$41K -$2.38K -15 -5%
EWM
317
Endurance Wealth Management
Rhode Island
$39K – – –
APA
318
American Portfolios Advisors
New York
$36K -$164K -1,036 -82%
CWM
319
Cedar Wealth Management
California
$36K – – –
PRC
320
Pearl River Capital
Michigan
$33K -$280K -1,767 -89%
BBHC
321
Brown Brothers Harriman & Co
New York
$33K +$2.56K +16 +8%
S
322
SignatureFD
Georgia
$30K +$22.2K +139 +284%
SMFS
323
Squar Milner Financial Services
California
$27K +$2.34K +15 +9%
AAMU
324
Amundi Asset Management US
Massachusetts
$24K -$620K -3,928 -96%
HPC
325
HM Payson & Co
Maine
$24K -$4.32K -27 -15%
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13
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