374 hedge funds and large institutions have $5.17B invested in Watsco in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
8.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
35
Increased
145
Reduced
124
Closed
41
Calls
$7.4M
Puts
$5.79M
Net Calls
+$1.62M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Shares
Change %
EARNEST Partners
351
EARNEST Partners
Georgia
$4K
LWM
352
Liberty Wealth Management
California
$4K +$3.39K +22 +550%
TWA
353
TCI Wealth Advisors
Arizona
$4K +$4K +24 New
EFSCE
354
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$333 -2 -10%
AssetMark Inc
355
AssetMark Inc
California
$3K
TCOV
356
Trust Company of Vermont
Vermont
$3K +$3K +15 New
BCWM
357
Bartlett & Co Wealth Management
Ohio
$2.03K
CFGS
358
Concourse Financial Group Securities
Alabama
$2K -$14.8K -89 -88%
RIA
359
Realta Investment Advisors
Delaware
$2K -$2K -14 -50%
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$2K
BC
361
Bartlett & Co
Ohio
$2K
CA
362
Centerpoint Advisors
Massachusetts
$2K
MCM
363
MV Capital Management
Maryland
$2K +$2K +13 New
GI
364
Gradient Investments
Minnesota
$1K -$16K -48 -94%
SIM
365
Sonora Investment Management
Arizona
$1K
GWS
366
Glassman Wealth Services
Virginia
$1K
VFA
367
Valeo Financial Advisors
Indiana
$1K
FANJ
368
Financial Architects (New Jersey)
New Jersey
$1K +$1K +4 New
Bessemer Group
369
Bessemer Group
New Jersey
$1K +$1K +6 New
CFD
370
Creative Financial Designs
Indiana
$1K +$1K +6 New
GT
371
Glenmede Trust
Pennsylvania
$161 +$19 +111 +13%
CC
372
Chicago Capital
Illinois
-$25.7M -157,052 Closed
William Blair Investment Management
373
William Blair Investment Management
Illinois
-$20M -122,264 Closed
SAM
374
Scopus Asset Management
New York
-$6.54M -40,000 Closed
Citadel Advisors
375
Citadel Advisors
Florida
-$5.62M -34,389 Closed