WSO icon

Watsco
WSO

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in Watsco in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 123 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+15
Holders Change %
+4.02%
% of All Funds
7.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
57
Increased
145
Reduced
123
Closed
39
Calls
$7.41M
Puts
$7.13M
Net Calls
+$279K
Net Calls Change
+$1.07M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$191M
2
Millennium Management
2
Millennium Management
New York
$31.4M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$52.1M
4
CAI
4
Capital Advisors Inc
Oklahoma
$27.2M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$24.1M

Top Sellers

1
CC
1
Carlson Capital
Texas
$0
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$24.9M
3
M&T Bank
3
M&T Bank
New York
$0
4
Capital World Investors
4
Capital World Investors
California
$183M
5
Norges Bank
5
Norges Bank
Norway
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
376
Ironwood Financial
Arizona
$2K +$2K +10 New
PG
377
Proffitt & Goodson
Tennessee
$2K +$2K +11 New
TWA
378
TCI Wealth Advisors
Arizona
$2K +$2K +12 New
BCWM
379
Bartlett & Co Wealth Management
Ohio
$1.07K – – –
SIM
380
Sonora Investment Management
Arizona
$1K -$500 -3 -33%
LWM
381
Liberty Wealth Management
California
$1K -$333 -1 -25%
BC
382
Bartlett & Co
Ohio
$1K – – –
AWM
383
Atticus Wealth Management
Florida
$1K – – –
FFC
384
First Financial Corp
Indiana
$1K +$1K +6 New
UFF
385
USA Financial Formulas
Michigan
$1K +$1K +7 New
TI
386
tru Independence
Oregon
$2 +$2 +11 New
CC
387
Carlson Capital
Texas
– -$47.5M -300,404 Closed
AACP
388
Advantage Alpha Capital Partners
California
– -$3.5M -22,143 Closed
Man Group
389
Man Group
United Kingdom
– -$2.36M -14,960 Closed
SBH
390
Segall Bryant & Hamill
Illinois
– -$1.52M -9,600 Closed
Point72 Asset Management
391
Point72 Asset Management
Connecticut
– -$1.02M -6,470 Closed
MERSOM
392
Municipal Employees' Retirement System of Michigan
Michigan
– -$969K -6,130 Closed
Tudor Investment Corp
393
Tudor Investment Corp
Connecticut
– -$876K -5,546 Closed
OTPPB
394
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$863K -5,461 Closed
DF
395
Donoghue Forlines
Massachusetts
– -$735K -4,654 Closed
FA
396
Faithward Advisors
Pennsylvania
– -$602K -3,810 Closed
RRAM
397
River Road Asset Management
Kentucky
– -$508K -3,215 Closed
Voloridge Investment Management
398
Voloridge Investment Management
Florida
– -$434K -2,748 Closed
PIA
399
Piedmont Investment Advisors
North Carolina
– -$388K -2,456 Closed
NFG
400
Next Financial Group
Texas
– -$366K -2,316 Closed
13 14 15
16
17