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Watsco
WSO

Overview Fund Activity

392 hedge funds and large institutions have $5.58B invested in Watsco in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
7.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
52
Increased
153
Reduced
123
Closed
25
Calls
$6.68M
Puts
$5.23M
Net Calls
+$1.46M
Net Calls Change
-$156K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$50.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$18.9M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$17.2M
4
Man Group
Man Group
United Kingdom
+$12M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42M
2
EIP
Epoch Investment Partners
New York
-$18.4M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.3M
4
FCM
Frontier Capital Management
Massachusetts
-$13.9M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$47.2M -$605K -3,360 -1%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$46.1M +$4.9M +27,227 +12%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$45.5M -$567K -3,148 -1%
RJA
29
Raymond James & Associates
Florida
$44.3M +$4.14M +23,001 +10%
BG
30
Bahl & Gaynor
Ohio
$42.1M +$1.68M +9,329 +4%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$40.9M -$726K -4,029 -2%
CC
32
Carlson Capital
Texas
$40.5M +$9.74M +54,062 +32%
BFM
33
Boston Financial Management
Massachusetts
$40.3M +$626K +3,475 +2%
DP
34
Dearborn Partners
Illinois
$36.5M +$3.58M +19,890 +11%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$36.2M +$802K +4,454 +2%
Bank of America
36
Bank of America
North Carolina
$36.2M -$2.06M -11,441 -5%
SI
37
Scharf Investments
California
$34.8M -$2.48M -13,744 -7%
SIC
38
Schwartz Investment Counsel
Michigan
$33.8M +$1.8M +10,000 +6%
GKIM
39
GW&K Investment Management
Massachusetts
$31.8M +$25.4K +141 +0.1%
CIPU
40
Caledonia Investments plc (UK)
United Kingdom
$31.6M – – –
Mitsubishi UFJ Trust & Banking
41
Mitsubishi UFJ Trust & Banking
Japan
$30.3M +$2.89M +16,020 +11%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$29.2M -$3.21M -17,833 -10%
Handelsbanken Fonder
43
Handelsbanken Fonder
Sweden
$28.8M +$7.21M +40,000 +33%
MFAM
44
Motley Fool Asset Management
Virginia
$27.5M -$110K -608 -0.4%
HCM
45
Howland Capital Management
Massachusetts
$27.5M +$1.83M +10,164 +7%
WT
46
Washington Trust
Rhode Island
$27.4M -$660K -3,664 -2%
RFC
47
Regions Financial Corp
Alabama
$25.8M -$985K -5,469 -4%
Principal Financial Group
48
Principal Financial Group
Iowa
$25.5M -$6.31K -35 -0%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$24.1M +$4.67M +25,682 +24%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$23.5M +$685K +3,800 +3%
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