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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 %
PFBT
326
Parkside Financial Bank & Trust
Missouri
$63K +$1.82K +10 +3%
PCTC
327
Perkins Coie Trust Company
Washington
$61K – – –
FHA
328
First Horizon Advisors
Tennessee
$54K – – –
CTC
329
Central Trust Company
Missouri
$54K – – –
PCG
330
Private Capital Group
Connecticut
$54K +$16.8K +94 +45%
EIP
331
Ellis Investment Partners
Pennsylvania
$53K – – –
ASN
332
Advisory Services Network
Georgia
$49K – – –
CFG
333
Citizens Financial Group
Rhode Island
$49K +$49K +270 New
EWM
334
Endurance Wealth Management
Rhode Island
$44K – – –
QCG
335
Quadrant Capital Group
Ohio
$42K +$7.29K +42 +21%
CWM
336
Cedar Wealth Management
California
$41K – – –
GWM
337
Geneos Wealth Management
Colorado
$37K +$7.05K +40 +24%
BBHC
338
Brown Brothers Harriman & Co
New York
$34K – – –
HPC
339
HM Payson & Co
Maine
$32K +$32K +177 New
SMFS
340
Squar Milner Financial Services
California
$28K +$28K +158 New
RMC
341
Resources Management Corp
Connecticut
$27K – – –
FHA
342
Flagship Harbor Advisors
Massachusetts
$21K +$365 +2 +2%
AF
343
Advisornet Financial
Minnesota
$20K – – –
MA
344
MUFG Americas
New York
$19K – – –
GAM
345
Gemmer Asset Management
California
$18K – – –
CFGS
346
Concourse Financial Group Securities
Alabama
$18K +$15.9K +89 +742%
LJHT
347
Laurie J. Hall Trustee
$17K – – –
HNB
348
Huntington National Bank
Ohio
$14K – – –
CIA
349
CSat Investment Advisory
Michigan
$14K +$1.47K +8 +12%
TSW
350
Thompson Siegel & Walmsley
Virginia
$13K – – –
12 13
14
15 16