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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.

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
1
Charles Schwab
California
$174M
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$55.7M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$40.9M
4
Wells Fargo
4
Wells Fargo
California
$103M
5
M&T Bank
5
M&T Bank
New York
$26.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
FMI
2
Fiduciary Management Inc
Wisconsin
$0
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$8.59M
4
BlackRock
4
BlackRock
New York
$578M
5
Capital World Investors
5
Capital World Investors
California
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$45M +$2.08M +13,165 +5%
Invesco
27
Invesco
Georgia
$42.9M +$1.49M +9,459 +4%
CIPU
28
Caledonia Investments plc (UK)
United Kingdom
$42.5M +$14.7M +93,306 +53%
ACA
29
Anchor Capital Advisors
Massachusetts
$40.9M +$37M +234,350 +956%
Goldman Sachs
30
Goldman Sachs
New York
$40.6M -$7.09M -44,847 -15%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$40.2M +$8.43M +53,333 +27%
RJA
32
Raymond James & Associates
Florida
$40M +$1.2M +7,579 +3%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$38.5M -$1.42M -9,017 -4%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$35.5M +$8.95M +56,604 +34%
BG
35
Bahl & Gaynor
Ohio
$34.1M -$2.9M -18,348 -8%
DP
36
Dearborn Partners
Illinois
$32.8M +$772K +4,884 +2%
Bank of America
37
Bank of America
North Carolina
$31.9M +$95.3K +603 +0.3%
GKIM
38
GW&K Investment Management
Massachusetts
$27.5M -$344K -2,174 -1%
MFAM
39
Motley Fool Asset Management
Virginia
$27.3M +$3.14M +19,848 +13%
M&T Bank
40
M&T Bank
New York
$26.9M +$26.9M +170 New
WF
41
Welch & Forbes
Massachusetts
$25.6M +$6.81M +43,086 +36%
HCM
42
Howland Capital Management
Massachusetts
$24.8M +$650K +4,112 +3%
WT
43
Washington Trust
Rhode Island
$23.7M -$304K -1,924 -1%
RFC
44
Regions Financial Corp
Alabama
$22.5M -$83.1K -526 -0.4%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$22.3M +$1.63M +10,300 +8%
SIC
46
Schwartz Investment Counsel
Michigan
$21.6M -$8.03M -50,800 -27%
SI
47
Scharf Investments
California
$21.3M -$9.22M -58,347 -30%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$20.3M +$3.45M +21,848 +21%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$19M -$1.15M -7,577 -6%
MFWM
50
Motley Fool Wealth Management
Virginia
$18.4M +$1.15M +7,288 +7%
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