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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
+$119M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$55.7M
3
ACA
Anchor Capital Advisors
Massachusetts
+$37M
4
Wells Fargo
Wells Fargo
California
+$32.8M
5
M&T Bank
M&T Bank
New York
+$26.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$131M
2
FMI
Fiduciary Management Inc
Wisconsin
-$48.8M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$27.3M
4
BlackRock
BlackRock
New York
-$19.6M
5
Capital World Investors
Capital World Investors
California
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMU
376
Lombard Odier Asset Management (USA)
New York
– -$1.62M -9,000 Closed
QIM
377
Quantitative Investment Management
Virginia
– -$1.48M -8,229 Closed
AI
378
Atria Investments
North Carolina
– -$1.35M -7,472 Closed
SRAM
379
Stone Ridge Asset Management
New York
– -$1.3M -7,206 Closed
NFC
380
Northeast Financial Consultants
Connecticut
– -$1.25M -6,940 Closed
Qube Research & Technologies (QRT)
381
Qube Research & Technologies (QRT)
United Kingdom
– -$1.18M -6,538 Closed
ERSOT
382
Employees Retirement System of Texas
Texas
– -$1.17M -6,500 Closed
TJHA
383
Thomas J. Herzfeld Advisors
Florida
– -$1.08M -6,000 Closed
Squarepoint
384
Squarepoint
New York
– -$1.07M -5,941 Closed
ECM
385
ExodusPoint Capital Management
New York
– -$856K -4,750 Closed
BCM
386
Brookstone Capital Management
Illinois
– -$855K -4,745 Closed
Two Sigma Investments
387
Two Sigma Investments
New York
– -$854K -4,742 Closed
SO
388
STRS Ohio
Ohio
– -$843K -4,681 Closed
NC
389
NewSquare Capital
Pennsylvania
– -$812K -4,510 Closed
SM
390
Sciencast Management
New Jersey
– -$788K -4,470 Closed
MLL
391
Moody Lynn & Lieberson
Massachusetts
– -$732K -4,062 Closed
DTL
392
Dynamic Technology Lab
Singapore
– -$711K -3,945 Closed
TAM
393
THB Asset Management
Connecticut
– -$709K -3,940 Closed
YMRC
394
Yorktown Management & Research Company
Virginia
– -$613K -3,400 Closed
LCM
395
Landscape Capital Management
New Jersey
– -$572K -3,173 Closed
D.E. Shaw & Co
396
D.E. Shaw & Co
New York
– -$564K -3,131 Closed
DCM
397
Driehaus Capital Management
Illinois
– -$549K -3,049 Closed
EGM
398
Engineers Gate Manager
New York
– -$507K -2,816 Closed
PVH
399
Psagot Value Holdings
Israel
– -$450K -2,500 Closed
PA
400
Profund Advisors
Maryland
– -$419K -2,326 Closed
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16
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