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Watsco
WSO

Overview Fund Activity

374 hedge funds and large institutions have $5.17B invested in Watsco in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 41 closing their positions.

Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
8.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
35
Increased
145
Reduced
124
Closed
41
Calls
$7.4M
Puts
$5.79M
Net Calls
+$1.62M
Net Calls Change
-$2.77M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$123M
2
Morgan Stanley
2
Morgan Stanley
New York
$49.2M
3
Invesco
3
Invesco
Georgia
$44.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$15M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$38.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$76.2M
2
CC
2
Chicago Capital
Illinois
$0
3
CC
3
Carlson Capital
Texas
$28.9M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
USAA
5
United Services Automobile Association
Texas
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
326
Advisornet Financial
Minnesota
$19K 111 – –
FHA
327
Flagship Harbor Advisors
Massachusetts
$19K 113 +1 +0.9%
MA
328
MUFG Americas
New York
$18K 106 – –
WCM
329
Whitener Capital Management
North Carolina
$17K 105 – –
GAM
330
Gemmer Asset Management
California
$17K 101 – –
LJHT
331
Laurie J. Hall Trustee
$16K 95 – –
C
332
Cerebellum
California
$16K 94 +19 +25%
CFA
333
Carroll Financial Associates
North Carolina
$15K 92 -14 -13%
HNB
334
Huntington National Bank
Ohio
$14K 80 – –
OFS
335
Orrstown Financial Services
Pennsylvania
$14K 85 – –
IFAM
336
Institutional & Family Asset Management
Colorado
$13K 74 – –
TSW
337
Thompson Siegel & Walmsley
Virginia
$12K 71 – –
CIA
338
CSat Investment Advisory
Michigan
$12K 68 +13 +24%
SFS
339
Sowell Financial Services
Arkansas
$11K 64 +64 New
RFA
340
Reilly Financial Advisors
California
$10K 57 -7 -11%
PRC
341
Pearl River Capital
Michigan
$9K 53 +53 New
ECM
342
Estabrook Capital Management
New York
$8.12K 48 +48 New
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$8K 28 – –
S
344
SignatureFD
Georgia
$8K 49 – –
TFGT
345
TS Financial Group (TSFG)
Illinois
$8K 50 – –
IA
346
IFP Advisors
Florida
$8K 51 +51 New
VCM
347
Versant Capital Management
Arizona
$6K 37 – –
JFGIW
348
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K 38 – –
PAM
349
Panagora Asset Management
Massachusetts
$6K 37 +7 +23%
CAW
350
Cornerstone Advisors (Washington)
Washington
$5K 29 +3 +12%
12 13
14
15 16