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Watsco
WSO

Overview Fund Activity

381 hedge funds and large institutions have $4.87B invested in Watsco in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 115 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+11
Holders Change %
+2.97%
% of All Funds
8.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
64
Increased
144
Reduced
115
Closed
47
Calls
$12.6M
Puts
$8.21M
Net Calls
+$4.38M
Net Calls Change
+$5.89M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$238M
2
CC
Carlson Capital
Texas
$50.9M
3
SI
Scharf Investments
California
$35.8M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$23.9M
5
BG
Bahl & Gaynor
Ohio
$41.2M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$2.71M
2
Invesco
Invesco
Georgia
$6.07M
3
Vanguard Group
Vanguard Group
Pennsylvania
$488M
4
Deutsche Bank
Deutsche Bank
Germany
$3.26M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$49K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
351
CSat Investment Advisory
Michigan
$9K +$9K +55 New
S
352
SignatureFD
Georgia
$8K -$1.8K -11 -18%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
TFGT
354
TS Financial Group (TSFG)
Illinois
$8K – – –
PCMK
355
Paragon Capital Management (Kansas)
Kansas
$8K +$6.61K +38 +475%
GI
356
Gradient Investments
Minnesota
$8K +$8K +51 New
VCM
357
Versant Capital Management
Arizona
$6K -$4.54K -28 -43%
JFGIW
358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
POIA
359
Pin Oak Investment Advisors
Texas
$6K +$6K +38 New
PAM
360
Panagora Asset Management
Massachusetts
$5K – – –
RIA
361
Realta Investment Advisors
Delaware
$5K +$5K +28 New
EARNEST Partners
362
EARNEST Partners
Georgia
$4K – – –
CAW
363
Cornerstone Advisors (Washington)
Washington
$4K – – –
AssetMark Inc
364
AssetMark Inc
California
$3K – – –
FGAM
365
Financial Gravity Asset Management
Texas
$3K +$150 +1 +5%
EFSCE
366
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$3K +20 New
RCAG
367
Rehmann Capital Advisory Group
Michigan
$2.62K – – –
CA
368
Centerpoint Advisors
Massachusetts
$2K – – –
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
BC
370
Bartlett & Co
Ohio
$2K +$2K +12 New
SMFS
371
Squar Milner Financial Services
California
$2K +$2K +12 New
BCWM
372
Bartlett & Co Wealth Management
Ohio
$1.96K +$1.96K +12 New
VFA
373
Valeo Financial Advisors
Indiana
$1K – – –
SIM
374
Sonora Investment Management
Arizona
$1K – – –
CFA
375
Camarda Financial Advisors
Florida
$1K – – –
13 14
15
16 17