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Watsco
WSO

Overview Fund Activity

392 hedge funds and large institutions have $5.58B invested in Watsco in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
7.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
52
Increased
153
Reduced
123
Closed
25
Calls
$6.68M
Puts
$5.23M
Net Calls
+$1.46M
Net Calls Change
-$156K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$50.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$18.9M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$17.2M
4
Man Group
Man Group
United Kingdom
+$12M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42M
2
EIP
Epoch Investment Partners
New York
-$18.4M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.3M
4
FCM
Frontier Capital Management
Massachusetts
-$13.9M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
376
Centerpoint Advisors
Massachusetts
$3K – – –
GFPC
377
Global Financial Private Client
Florida
$2.88K +$2.88K +16 New
CAW
378
Cornerstone Advisors (Washington)
Washington
$2K -$2.83K -17 -59%
WAP
379
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
RIA
380
Realta Investment Advisors
Delaware
$2K – – –
SBL
381
Sargent Bickham Lagudis
Colorado
$2K +$2K +11 New
PGAM
382
Princeton Global Asset Management
New Jersey
$1.23K +$376 +2,087 +44%
LWM
383
Liberty Wealth Management
California
$1K -$5.5K -22 -85%
GWS
384
Glassman Wealth Services
Virginia
$1K – – –
VFA
385
Valeo Financial Advisors
Indiana
$1K – – –
KPW
386
Kore Private Wealth
New York
$1K +$1K +3 New
RFM
387
Royal Fund Management
Florida
$1K +$667 +6 +200%
CWA
388
Capital Wealth Alliance
Arizona
$1K +$1K +8 New
AIM
389
Aigen Investment Management
New York
$1K +$1K +8 New
BCWM
390
Bartlett & Co Wealth Management
Ohio
$540 -$1.62K -9 -75%
Balyasny Asset Management
391
Balyasny Asset Management
Illinois
– -$6.86M -40,544 Closed
Point72 Asset Management
392
Point72 Asset Management
Connecticut
– -$3.99M -23,568 Closed
USAA
393
United Services Automobile Association
Texas
– -$1.65M -9,727 Closed
BIM
394
Bridges Investment Management
Nebraska
– -$1.62M -9,560 Closed
BAMF
395
BI Asset Management Fondsmaeglerselskab
Denmark
– -$1.37M -8,117 Closed
IP
396
Interval Partners
New York
– -$1.35M -7,993 Closed
GPGA
397
Grandeur Peak Global Advisors
Utah
– -$1.07M -6,325 Closed
CI
398
Conning Inc
Connecticut
– -$460K -2,720 Closed
NC
399
Noked Capital
Israel
– -$355K -2,100 Closed
NI
400
Noked Israel
Israel
– -$355K -2,100 Closed
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16
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