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Watsco
WSO

Overview Fund Activity

370 hedge funds and large institutions have $4.28B invested in Watsco in 2019 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 171 increasing their positions, 80 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+24
Holders Change %
+6.94%
% of All Funds
8.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
62
Increased
171
Reduced
80
Closed
36
Calls
$6.16M
Puts
$7.66M
Net Calls
-$1.5M
Net Calls Change
-$339K

Top Buyers

1
EIP
Epoch Investment Partners
New York
$115M
2
FMI
Fiduciary Management Inc
Wisconsin
$30.9M
3
SIC
Schwartz Investment Counsel
Michigan
$25.2M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$22.6M
5
RFC
Regions Financial Corp
Alabama
$18.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$44.7M
2
Capital World Investors
Capital World Investors
California
$189M
3
Ameriprise
Ameriprise
Minnesota
$67.1M
4
Morgan Stanley
Morgan Stanley
New York
$8.3M
5
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
351
Anchor Capital Advisors
Massachusetts
$2.64K +$1.2K +8,354 +83%
RCAG
352
Rehmann Capital Advisory Group
Michigan
$2.29K +$716 +5 +45%
CCM
353
Cribstone Capital Management
Maine
$2K – – –
WAP
354
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
CA
355
Centerpoint Advisors
Massachusetts
$2K – – –
PWM
356
PRW Wealth Management
Massachusetts
$2K – – –
SWP
357
Strategic Wealth Partners
Ohio
$2K +$2K +15 New
PCP
358
Proficio Capital Partners
Massachusetts
$2K +$2K +16 New
SCM
359
Shelton Capital Management
Colorado
$1.93K -$11.6K -1,654 -86%
DWM
360
Destination Wealth Management
California
$1K -$12.8K -51 -93%
SIM
361
Sonora Investment Management
Arizona
$1K -$2.71K -19 -73%
GWM
362
Geneos Wealth Management
Colorado
$1K – – –
SWM
363
SeaCrest Wealth Management
New York
$1K – – –
GWS
364
Glassman Wealth Services
Virginia
$1K +$1K +6 New
VFA
365
Valeo Financial Advisors
Indiana
$1K +$1K +6 New
CFA
366
Camarda Financial Advisors
Florida
$1K +$1K +7 New
PCMK
367
Paragon Capital Management (Kansas)
Kansas
$1K +$1K +8 New
AIA
368
Alera Investment Advisors
Illinois
$1K +$1K +9 New
GSWM
369
Golden State Wealth Management
California
$1K +$1K +10 New
RCAMU
370
Rothschild & Co Asset Management US
Connecticut
– -$23.6M -169,687 Closed
AIA
371
Avalon Investment & Advisory
Texas
– -$11M -78,759 Closed
Victory Capital Management
372
Victory Capital Management
Texas
– -$10.2M -72,988 Closed
RBA
373
Richard Bernstein Advisors
New York
– -$4.38M -31,498 Closed
TI
374
Trexquant Investment
Connecticut
– -$2.88M -20,680 Closed
Point72 Asset Management
375
Point72 Asset Management
Connecticut
– -$1.77M -12,700 Closed
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