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Watsco
WSO

Overview Fund Activity

370 hedge funds and large institutions have $4.28B invested in Watsco in 2019 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 171 increasing their positions, 80 reducing their positions, and 36 closing their positions.

Holders
370
Holders Change
+24
Holders Change %
+6.94%
% of All Funds
8.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
62
Increased
171
Reduced
80
Closed
36
Calls
$6.16M
Puts
$7.66M
Net Calls
-$1.5M
Net Calls Change
-$339K

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$115M
2
FMI
2
Fiduciary Management Inc
Wisconsin
$30.9M
3
SIC
3
Schwartz Investment Counsel
Michigan
$25.2M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$22.6M
5
RFC
5
Regions Financial Corp
Alabama
$18.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$44.7M
2
Capital World Investors
2
Capital World Investors
California
$189M
3
Ameriprise
3
Ameriprise
Minnesota
$67.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.3M
5
RCAMU
5
Rothschild & Co Asset Management US
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$36M +$5.73M +39,977 +19%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$35M -$2.21M -15,445 -6%
FMI
28
Fiduciary Management Inc
Wisconsin
$30.9M +$30.9M +215,789 New
BFM
29
Boston Financial Management
Massachusetts
$30.7M +$4.2M +29,296 +16%
Bank of America
30
Bank of America
North Carolina
$29.6M +$7.64M +53,351 +35%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$29.6M +$3.35M +23,362 +13%
Deutsche Bank
32
Deutsche Bank
Germany
$29.5M +$13.4M +93,802 +84%
RJA
33
Raymond James & Associates
Florida
$29.3M +$14M +97,986 +92%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$27.4M -$1.29M -9,040 -5%
GKIM
35
GW&K Investment Management
Massachusetts
$25.6M +$136K +953 +0.5%
Handelsbanken Fonder
36
Handelsbanken Fonder
Sweden
$25.5M -$4.93M -34,400 -16%
SIC
37
Schwartz Investment Counsel
Michigan
$25.2M +$25.2M +175,800 New
WT
38
Washington Trust
Rhode Island
$25M -$717K -4,516 -3%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$22.6M -$260K -1,817 -1%
DekaBank Deutsche Girozentrale
40
DekaBank Deutsche Girozentrale
Germany
$22.6M +$22.5M +129,050 +86,033%
CIPU
41
Caledonia Investments plc (UK)
United Kingdom
$22.5M – – –
CC
42
Chicago Capital
Illinois
$22M +$1.23M +8,566 +6%
WRF
43
Waddell & Reed Financial
Kansas
$20.9M -$12.7K -89 -0.1%
Principal Financial Group
44
Principal Financial Group
Iowa
$20.5M +$115K +801 +0.6%
MFAM
45
Motley Fool Asset Management
Virginia
$20M +$4.45M +31,040 +29%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.9M +$2.96M +20,636 +17%
HCM
47
Howland Capital Management
Massachusetts
$19.6M -$200K -1,400 -1%
BG
48
Bahl & Gaynor
Ohio
$19M +$2.28M +15,898 +14%
RFC
49
Regions Financial Corp
Alabama
$18.6M +$16.2M +113,364 +673%
DP
50
Dearborn Partners
Illinois
$18.6M +$4.35M +30,389 +31%
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