WSO icon

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 %
VFA
376
Valeo Financial Advisors
Indiana
$1K – – –
LWM
377
Liberty Wealth Management
California
$1K +$500 +2 +100%
DWM
378
Doyle Wealth Management
Florida
$1K +$1K +7 New
CI
379
CX Institutional
Indiana
$1K +$1K +7 New
GT
380
Glenmede Trust
Pennsylvania
$138 +$138 +844 New
WRF
381
Waddell & Reed Financial
Kansas
– -$20.9M -146,021 Closed
ORI
382
Oak Ridge Investments
Illinois
– -$15.6M -109,157 Closed
CRC
383
Curi RMB Capital
Illinois
– -$8.63M -60,244 Closed
Schroder Investment Management Group
384
Schroder Investment Management Group
United Kingdom
– -$5.33M -37,200 Closed
AIM
385
Assured Investment Management
New York
– -$2.74M -19,106 Closed
RC
386
Roubaix Capital
Colorado
– -$2.34M -16,325 Closed
Voloridge Investment Management
387
Voloridge Investment Management
Florida
– -$2.13M -14,868 Closed
CCM
388
Campbell Capital Management
Florida
– -$1.82M -12,700 Closed
OTPPB
389
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.41M -9,821 Closed
WS
390
Wedbush Securities
California
– -$1.04M -7,268 Closed
LCM
391
Laurion Capital Management
New York
– -$937K -6,546 Closed
PP
392
Paloma Partners
Connecticut
– -$918K -6,411 Closed
OCG
393
Opus Capital Group
Ohio
– -$913K -6,378 Closed
SEC
394
Seven Eight Capital
New York
– -$845K -5,900 Closed
AI
395
Atom Investors
Texas
– -$621K -4,334 Closed
OI
396
Oakbrook Investments
Illinois
– -$559K -3,900 Closed
GHA
397
GW Henssler & Associates
Georgia
– -$402K -2,805 Closed
ECM
398
Element Capital Management
New York
– -$347K -2,420 Closed
Wolverine Trading
399
Wolverine Trading
Illinois
– -$344K -2,399 Closed
Twin Tree Management
400
Twin Tree Management
Texas
– -$326K -2,274 Closed
14 15
16
17 18