WSO icon

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
$174M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$55.7M
3
ACA
Anchor Capital Advisors
Massachusetts
$40.9M
4
Wells Fargo
Wells Fargo
California
$103M
5
M&T Bank
M&T Bank
New York
$26.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
FMI
Fiduciary Management Inc
Wisconsin
$0
3
Baird Financial Group
Baird Financial Group
Wisconsin
$8.59M
4
BlackRock
BlackRock
New York
$578M
5
Capital World Investors
Capital World Investors
California
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
401
Mercer Global Advisors
Colorado
– -$400K -2,219 Closed
QT
402
Quantamental Technologies
New York
– -$356K -1,975 Closed
FAAS
403
First Allied Advisory Services
California
– -$302K -1,695 Closed
PCS
404
Personal CFO Solutions
New Jersey
– -$277K -1,556 Closed
CCM
405
Cadence Capital Management
Massachusetts
– -$261K -1,450 Closed
CB
406
Commerce Bank
Missouri
– -$236K -1,310 Closed
JT
407
Jump Trading
Illinois
– -$230K -1,277 Closed
HIM
408
Hotaling Investment Management
Pennsylvania
– -$227K -1,258 Closed
RG
409
Rikoon Group
New Mexico
– -$219K -1,218 Closed
SSA
410
Schonfeld Strategic Advisors
New York
– -$216K -1,200 Closed
SCM
411
Stevens Capital Management
Pennsylvania
– -$213K -1,180 Closed
FCBT
412
First Citizens Bank & Trust
North Carolina
– -$212K -1,176 Closed
MAFM
413
Mid Atlantic Financial Management
Pennsylvania
– -$209K -1,161 Closed
ET
414
Equitable Trust
Tennessee
– -$203K -1,125 Closed
GCA
415
Gideon Capital Advisors
New York
– -$202K -1,122 Closed
OCG
416
Opus Capital Group
Ohio
– -$201K -1,117 Closed
THWM
417
Taylor Hoffman Wealth Management
Virginia
– -$128K -710 Closed
IUHSA
418
Itau Unibanco Holding S.A.
Brazil
– -$118K -654 Closed
PCTC
419
Perkins Coie Trust Company
Washington
– -$61K -340 Closed
CFB
420
Cullen/Frost Bankers
Texas
– -$11K -63 Closed
PA
421
PSI Advisors
Florida
– -$9K -50 Closed
PAM
422
Panagora Asset Management
Massachusetts
– -$7K -37 Closed
VCM
423
Vigilant Capital Management
Maine
– -$6K -35 Closed
ACM
424
Allred Capital Management
Texas
– -$4.86K -27 Closed
TWA
425
TCI Wealth Advisors
Arizona
– -$5K -27 Closed
14 15 16
17
18