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Watsco
WSO

Overview Fund Activity

440 hedge funds and large institutions have $7.26B invested in Watsco in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 114 increasing their positions, 176 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+52
Holders Change %
+13.4%
% of All Funds
8.9%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.2%
New
82
Increased
114
Reduced
176
Closed
29
Calls
$46.7M
Puts
$3.35M
Net Calls
+$43.3M
Net Calls Change
+$43M

Top Buyers

1
GGHC
1
Gilder Gagnon Howe & Co
New York
$87.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$289M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$740M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$20.1M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$165M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$30.1M
2
DC
2
Davenport & Co
Virginia
$145M
3
BlackRock
3
BlackRock
New York
$796M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$0
5
Ameriprise
5
Ameriprise
Minnesota
$62.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEM
326
Fulcrum Equity Management
Texas
$278K -$240K -1,030 -46%
Verition Fund Management
327
Verition Fund Management
Connecticut
$272K +$272K +1,166 New
VAS
328
Vestmark Advisory Solutions
Massachusetts
$267K -$11.9K -51 -4%
Two Sigma Advisers
329
Two Sigma Advisers
New York
$256K +$256K +1,100 New
MML Investors Services
330
MML Investors Services
Massachusetts
$253K +$253K +1,086 New
SBH
331
Segall Bryant & Hamill
Illinois
$250K +$250K +1,071 New
FMT
332
First Mercantile Trust
Tennessee
$248K -$40.7K -182 -14%
CI
333
Cigna Investments
Connecticut
$248K +$248K +1,067 New
MAFM
334
Mid Atlantic Financial Management
Pennsylvania
$246K -$6.5K -29 -3%
GHA
335
GW Henssler & Associates
Georgia
$246K +$246K +1,058 New
IRF
336
IBM Retirement Fund
New York
$246K +$246K +1,058 New
CCM
337
Cadence Capital Management
Massachusetts
$238K +$238K +1,021 New
M&T Bank
338
M&T Bank
New York
$237K +$237K +1,020 New
OR
339
Olympiad Research
Connecticut
$229K +$229K +985 New
FAAS
340
First Allied Advisory Services
California
$225K +$225K +968 New
FC
341
FORA Capital
Florida
$216K +$2.8K +12 +1%
CW
342
CreativeOne Wealth
Kansas
$213K +$213K +914 New
WEC
343
Winslow Evans & Crocker
Massachusetts
$212K -$18.6K -80 -8%
SFSIG
344
San Francisco Sentry Investment Group
California
$212K -$1.16K -5 -0.5%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$211K +$1.87K +8 +0.9%
LSPW
346
Lake Street Private Wealth
Illinois
$207K +$207K +889 New
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$204K +$204K +878 New
6M
348
6 Meridian
Kansas
$204K +$204K +878 New
CB
349
Commerce Bank
Missouri
$203K +$203K +869 New
MCM
350
MAI Capital Management
Ohio
$202K +$202K +867 New
12 13
14
15 16