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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 %
American Century Companies
376
American Century Companies
Missouri
– -$1.6M -11,521 Closed
NEI
377
Northwest & Ethical Investments
Ontario, Canada
– -$1.45M -10,426 Closed
Jane Street
378
Jane Street
New York
– -$1.07M -7,682 Closed
TU
379
TDAM USA
Ontario, Canada
– -$973K -6,992 Closed
SW
380
SVB Wealth
Massachusetts
– -$785K -5,643 Closed
DTL
381
Dynamic Technology Lab
Singapore
– -$556K -3,990 Closed
SSA
382
Schonfeld Strategic Advisors
New York
– -$514K -3,690 Closed
ACM
383
AlphaCrest Capital Management
New York
– -$473K -3,400 Closed
GCP
384
GSA Capital Partners
United Kingdom
– -$450K -3,232 Closed
Simplex Trading
385
Simplex Trading
Illinois
– -$425K -3,056 Closed
GCA
386
Gideon Capital Advisors
New York
– -$360K -2,589 Closed
CA
387
Cetera Advisors
Colorado
– -$347K -2,488 Closed
JG
388
Jefferies Group
New York
– -$341K -2,454 Closed
RQS
389
Ramsey Quantitative Systems
Kentucky
– -$301K -2,166 Closed
IG
390
ING Group
Netherlands
– -$281K -2,023 Closed
PM
391
Parametrica Management
Hong Kong
– -$256K -1,842 Closed
AP
392
Advisor Partners
California
– -$206K -1,478 Closed
FFC
393
First Financial Corp
Indiana
– -$148K -1,062 Closed
QT
394
Quantamental Technologies
New York
– -$111K -799 Closed
JA
395
JOYN Advisors
Georgia
– -$48K -345 Closed
ER
396
Enlightenment Research
Florida
– -$42K -300 Closed
BWA
397
BDO Wealth Advisors
Florida
– -$14K -100 Closed
PRC
398
Pearl River Capital
Michigan
– -$13K -92 Closed
IAS
399
IMA Advisory Services
Colorado
– -$5K -34 Closed
RWA
400
River Wealth Advisors
Pennsylvania
– -$4K -31 Closed
13 14 15
16
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