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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.

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
1
Baillie Gifford & Co
United Kingdom
$238M
2
CC
2
Carlson Capital
Texas
$50.9M
3
SI
3
Scharf Investments
California
$35.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$23.9M
5
BG
5
Bahl & Gaynor
Ohio
$41.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.71M
2
Invesco
2
Invesco
Georgia
$6.07M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$488M
4
Deutsche Bank
4
Deutsche Bank
Germany
$3.26M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$49K
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$41.5M 253,540 -1,430 -0.6%
BG
27
Bahl & Gaynor
Ohio
$41.2M 251,726 +118,860 +89%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$36.4M 222,340 +15,516 +8%
BFM
29
Boston Financial Management
Massachusetts
$35.9M 219,777 +5,374 +3%
SI
30
Scharf Investments
California
$35.8M 218,826 +218,826 New
RJA
31
Raymond James & Associates
Florida
$34.9M 213,606 +9,006 +4%
Bank of America
32
Bank of America
North Carolina
$34.2M 208,851 +1,875 +0.9%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$30.1M 184,055 -7,409 -4%
SIC
34
Schwartz Investment Counsel
Michigan
$29M 177,500 +1,700 +1%
GKIM
35
GW&K Investment Management
Massachusetts
$28.7M 175,684 -3,141 -2%
CIPU
36
Caledonia Investments plc (UK)
United Kingdom
$28.7M 175,478 +18,500 +12%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$28M 171,364 +101,057 +144%
DP
38
Dearborn Partners
Illinois
$27.5M 168,029 +38,251 +29%
CC
39
Chicago Capital
Illinois
$25.7M 157,052 +3,285 +2%
WT
40
Washington Trust
Rhode Island
$25.6M 156,344 -1,094 -0.7%
MFAM
41
Motley Fool Asset Management
Virginia
$25.1M 153,696 +14,304 +10%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$24.4M 149,250 -8,810 -6%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$23.9M 146,327 +146,327 New
RFC
44
Regions Financial Corp
Alabama
$23.8M 145,717 +15,509 +12%
Principal Financial Group
45
Principal Financial Group
Iowa
$23.3M 142,249 -1,163 -0.8%
HCM
46
Howland Capital Management
Massachusetts
$22.3M 136,213 -618 -0.5%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$21.6M 132,262 -111,800 -46%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$20.7M 126,600 +12,550 +11%
William Blair Investment Management
49
William Blair Investment Management
Illinois
$20M 122,264 +61,029 +100%
Handelsbanken Fonder
50
Handelsbanken Fonder
Sweden
$19.6M 120,000 -58,400 -33%
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