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Watsco
WSO

Overview Fund Activity

373 hedge funds and large institutions have $4.98B invested in Watsco in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
-19
Holders Change %
-4.85%
% of All Funds
8.24%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
48
Increased
143
Reduced
133
Closed
62
Calls
$6.29M
Puts
$7.08M
Net Calls
-$790K
Net Calls Change
-$2.25M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$174M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$55.7M
3
ACA
Anchor Capital Advisors
Massachusetts
$40.9M
4
Wells Fargo
Wells Fargo
California
$103M
5
M&T Bank
M&T Bank
New York
$26.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
FMI
Fiduciary Management Inc
Wisconsin
$0
3
Baird Financial Group
Baird Financial Group
Wisconsin
$8.59M
4
BlackRock
BlackRock
New York
$578M
5
Capital World Investors
Capital World Investors
California
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
351
Meeder Asset Management
Ohio
$4K -$143 -1 -3%
EARNEST Partners
352
EARNEST Partners
Georgia
$4K – – –
KFI
353
Key Financial Inc
Pennsylvania
$4K +$4K +24 New
ETC
354
Exchange Traded Concepts
Oklahoma
$4K +$4K +25 New
VCM
355
Versant Capital Management
Arizona
$3K – – –
APWM
356
Atlas Private Wealth Management
New York
$3K +$143 +1 +5%
AWA
357
Arkadios Wealth Advisors
Georgia
$2.76K – – –
GFPC
358
Global Financial Private Client
Florida
$2.53K – – –
AssetMark Inc
359
AssetMark Inc
California
$2K -$1K -6 -33%
Bessemer Group
360
Bessemer Group
New Jersey
$2K -$857 -6 -30%
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
BCM
362
Bourgeon Capital Management
Connecticut
$2K +$2K +10 New
TC
363
Truvestments Capital
Florida
$2K +$2K +14 New
GWM
364
Geneos Wealth Management
Colorado
$1K -$20K -200 -95%
VFA
365
Valeo Financial Advisors
Indiana
$1K – – –
LWM
366
Liberty Wealth Management
California
$1K – – –
GWS
367
Glassman Wealth Services
Virginia
$1K +$143 +1 +17%
BC
368
Bartlett & Co
Ohio
$1K +$1K +6 New
AP
369
Arlington Partners
Alabama
$1K +$1K +8 New
SIM
370
Sonora Investment Management
Arizona
$1K +$1K +9 New
BCWM
371
Bartlett & Co Wealth Management
Ohio
$948 +$474 +3 +100%
CSIA
372
Charles Schwab Investment Advisory
California
– -$131M -729,223 Closed
FMI
373
Fiduciary Management Inc
Wisconsin
– -$48.8M -270,877 Closed
FAM
374
Fenimore Asset Management
New York
– -$7.28M -40,435 Closed
Pacer Advisors
375
Pacer Advisors
Pennsylvania
– -$1.99M -11,032 Closed
13 14
15
16 17