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Watsco
WSO

Overview Fund Activity

381 hedge funds and large institutions have $4.87B invested in Watsco in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 115 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+11
Holders Change %
+2.97%
% of All Funds
8.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
64
Increased
144
Reduced
115
Closed
47
Calls
$12.6M
Puts
$8.21M
Net Calls
+$4.38M
Net Calls Change
+$5.89M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$238M
2
CC
Carlson Capital
Texas
$50.9M
3
SI
Scharf Investments
California
$35.8M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$23.9M
5
BG
Bahl & Gaynor
Ohio
$41.2M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$2.71M
2
Invesco
Invesco
Georgia
$6.07M
3
Vanguard Group
Vanguard Group
Pennsylvania
$488M
4
Deutsche Bank
Deutsche Bank
Germany
$3.26M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$49K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
326
Geneos Wealth Management
Colorado
$37K +$35.4K +218 +2,180%
QT
327
Quantamental Technologies
New York
$34K +$34K +208 New
PCG
328
Private Capital Group
Connecticut
$32K -$7.33K -41 -19%
BBHC
329
Brown Brothers Harriman & Co
New York
$31K – – –
QCG
330
Quadrant Capital Group
Ohio
$31K – – –
AOWM
331
Alpha Omega Wealth Management
Virginia
$28K – – –
ESB
332
Essex Savings Bank
Connecticut
$25K – – –
GAM
333
Griffin Asset Management
New York
$23K +$23K +143 New
SIC
334
Salem Investment Counselors
North Carolina
$23K +$23K +143 New
AF
335
Advisornet Financial
Minnesota
$18K -$49.3K -304 -73%
FHA
336
Flagship Harbor Advisors
Massachusetts
$18K -$1.77K -11 -9%
GAM
337
Gemmer Asset Management
California
$17K – – –
WCM
338
Whitener Capital Management
North Carolina
$17K – – –
MA
339
MUFG Americas
New York
$17K – – –
CFGS
340
Concourse Financial Group Securities
Alabama
$17K – – –
CFA
341
Carroll Financial Associates
North Carolina
$17K +$7.7K +48 +83%
LJHT
342
Laurie J. Hall Trustee
$16K – – –
HPC
343
HM Payson & Co
Maine
$16K +$16K +100 New
OFS
344
Orrstown Financial Services
Pennsylvania
$14K – – –
HNB
345
Huntington National Bank
Ohio
$13K – – –
C
346
Cerebellum
California
$12K -$245K -1,532 -95%
IFAM
347
Institutional & Family Asset Management
Colorado
$12K – – –
TSW
348
Thompson Siegel & Walmsley
Virginia
$12K – – –
RFA
349
Reilly Financial Advisors
California
$10K -$4.06K -26 -29%
PCP
350
Proficio Capital Partners
Massachusetts
$9K +$6.52K +42 +263%
12 13
14
15 16