WSO icon

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 %
RMC
326
Resources Management Corp
Connecticut
$24K – – –
KPW
327
Kore Private Wealth
New York
$19K +$18.5K +116 +3,867%
AF
328
Advisornet Financial
Minnesota
$18K – – –
FHA
329
Flagship Harbor Advisors
Massachusetts
$18K +$155 +1 +0.9%
IA
330
IFP Advisors
Florida
$18K +$9.58K +66 +114%
MA
331
MUFG Americas
New York
$17K – – –
CFGS
332
Concourse Financial Group Securities
Alabama
$16K – – –
GAM
333
Gemmer Asset Management
California
$16K – – –
CIA
334
CSat Investment Advisory
Michigan
$15K +$2.61K +16 +21%
PCM
335
Prelude Capital Management
New York
$14K -$50.7K -326 -78%
HNB
336
Huntington National Bank
Ohio
$13K – – –
PW
337
Price Wealth
Texas
$13K +$1.43K +9 +12%
IFAM
338
Institutional & Family Asset Management
Colorado
$12K – – –
TSW
339
Thompson Siegel & Walmsley
Virginia
$11K – – –
CFFP
340
Center for Financial Planning
Michigan
$10K +$10K +66 New
RFA
341
Reilly Financial Advisors
California
$9K -$789 -5 -8%
TFGT
342
TS Financial Group (TSFG)
Illinois
$8K – – –
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
FGAM
344
Financial Gravity Asset Management
Texas
$7.97K -$6.53K -41 -45%
EFSCE
345
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$4.14K +26 +144%
CFA
346
Carroll Financial Associates
North Carolina
$6K -$2.51K -18 -30%
OPS
347
Orion Portfolio Solutions
Nebraska
$6K -$1.32K -9 -18%
JFGIW
348
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
CAW
349
Cornerstone Advisors (Washington)
Washington
$6K +$4.11K +26 +217%
LB
350
Legacy Bridge
Iowa
$6K +$6K +40 New
12 13
14
15 16