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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 %
KeyBank National Association
401
KeyBank National Association
Ohio
– -$279K -1,950 Closed
Janney Montgomery Scott
402
Janney Montgomery Scott
Pennsylvania
– -$272K -1,901 Closed
LCS
403
Levin Capital Strategies
New York
– -$215K -1,500 Closed
MF
404
Magnetar Financial
Illinois
– -$209K -1,459 Closed
Marshall Wace
405
Marshall Wace
United Kingdom
– -$149K -1,039 Closed
CAM
406
Cresset Asset Management
Illinois
– -$132K -925 Closed
OWD
407
Osborn Williams & Donohoe
Ohio
– -$58K -400 Closed
FL
408
Fort LP
Maryland
– -$55K -383 Closed
WAM
409
Wealthspire Advisors (Maryland)
Maryland
– -$49K -344 Closed
WTB
410
Washington Trust Bank
Washington
– -$49K -340 Closed
FHB
411
First Hawaiian Bank
Hawaii
– -$41K -287 Closed
IWP
412
Icon Wealth Partners
Texas
– -$24K -168 Closed
Bessemer Group
413
Bessemer Group
New Jersey
– -$21K -147 Closed
Rockefeller Capital Management
414
Rockefeller Capital Management
New York
– -$16K -110 Closed
TF
415
Tompkins Financial
New York
– -$16K -109 Closed
JIP
416
JBJ Investment Partners
South Carolina
– -$13K -91 Closed
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
– -$10K -70 Closed
GRP
418
Global Retirement Partners
California
– -$5K -35 Closed
OIA
419
Optimum Investment Advisors
Illinois
– -$4K -29 Closed
TWA
420
TCI Wealth Advisors
Arizona
– -$4K -26 Closed
PWM
421
PRW Wealth Management
Massachusetts
– -$2K -16 Closed
SWP
422
Strategic Wealth Partners
Ohio
– -$2K -15 Closed
CCM
423
Cribstone Capital Management
Maine
– -$2K -13 Closed
GSWM
424
Golden State Wealth Management
California
– -$1K -10 Closed
SWM
425
SeaCrest Wealth Management
New York
– -$1K -9 Closed
14 15 16
17
18