388 hedge funds and large institutions have $5.71B invested in Watsco in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 123 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+15
Holders Change %
+4.02%
% of All Funds
7.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
57
Increased
145
Reduced
123
Closed
39
Calls
$7.41M
Puts
$7.13M
Net Calls
+$279K
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
326
Brown Brothers Harriman & Co
New York
$34K -$2.86K -16 -8%
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$33K +$33K +188 New
AAMU
328
Amundi Asset Management US
Massachusetts
$27K
RMC
329
Resources Management Corp
Connecticut
$27K
HPC
330
HM Payson & Co
Maine
$27K
GWM
331
Geneos Wealth Management
Colorado
$24K +$22.3K +134 +1,340%
KPW
332
Kore Private Wealth
New York
$21K
AF
333
Advisornet Financial
Minnesota
$20K +$696 +4 +4%
CFGS
334
Concourse Financial Group Securities
Alabama
$19K +$1.39K +8 +8%
GAM
335
Gemmer Asset Management
California
$18K
AW
336
Alpha Windward
Massachusetts
$18K +$18K +99 New
APA
337
American Portfolios Advisors
New York
$17.4K -$23.1K -130 -57%
CIA
338
CSat Investment Advisory
Michigan
$17K +$1.04K +6 +7%
IFAM
339
Institutional & Family Asset Management
Colorado
$16K +$3.13K +18 +24%
EFSCE
340
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$8K +44 +100%
IA
341
IFP Advisors
Florida
$15K -$6.14K -36 -29%
PW
342
Price Wealth
Texas
$15K
CAN
343
Cetera Advisor Networks
California
$15K +$15K +87 New
HNB
344
Huntington National Bank
Ohio
$14K
QCG
345
Quadrant Capital Group
Ohio
$13K -$87.6K -492 -87%
FHA
346
Flagship Harbor Advisors
Massachusetts
$13K -$6.33K -38 -33%
TSW
347
Thompson Siegel & Walmsley
Virginia
$13K
RFA
348
Reilly Financial Advisors
California
$10K
TFGT
349
TS Financial Group (TSFG)
Illinois
$9K
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$8K