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Watsco
WSO

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in Watsco in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 123 reducing their positions, and 39 closing their positions.

Holders
388
Holders Change
+15
Holders Change %
+4.02%
% of All Funds
7.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
57
Increased
145
Reduced
123
Closed
39
Calls
$7.41M
Puts
$7.13M
Net Calls
+$279K
Net Calls Change
+$1.07M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$191M
2
Millennium Management
2
Millennium Management
New York
$31.4M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$52.1M
4
CAI
4
Capital Advisors Inc
Oklahoma
$27.2M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$24.1M

Top Sellers

1
CC
1
Carlson Capital
Texas
$0
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$24.9M
3
M&T Bank
3
M&T Bank
New York
$0
4
Capital World Investors
4
Capital World Investors
California
$183M
5
Norges Bank
5
Norges Bank
Norway
$55.1M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$52.3M 294,491 +40,035 +16%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$52.1M 297,422 +172,250 +138%
Invesco
28
Invesco
Georgia
$51.6M 290,575 +19,200 +7%
CIPU
29
Caledonia Investments plc (UK)
United Kingdom
$47.7M 268,784 – –
Goldman Sachs
30
Goldman Sachs
New York
$46.8M 263,236 +6,071 +2%
RJA
31
Raymond James & Associates
Florida
$46.7M 262,972 +9,582 +4%
ACA
32
Anchor Capital Advisors
Massachusetts
$45.1M 253,914 -4,942 -2%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$43.1M 242,371 -1,331 -0.5%
BG
34
Bahl & Gaynor
Ohio
$38.8M 218,412 +2,922 +1%
DP
35
Dearborn Partners
Illinois
$35.6M 200,399 -6,882 -3%
GKIM
36
GW&K Investment Management
Massachusetts
$34.8M 195,657 +21,463 +12%
WF
37
Welch & Forbes
Massachusetts
$33.2M 186,713 +24,889 +15%
Bank of America
38
Bank of America
North Carolina
$32.5M 182,896 -18,743 -9%
Millennium Management
39
Millennium Management
New York
$31.4M 176,708 +173,555 +5,504%
MFAM
40
Motley Fool Asset Management
Virginia
$31M 174,304 +1,672 +1%
HCM
41
Howland Capital Management
Massachusetts
$28.6M 160,702 +3,840 +2%
CAI
42
Capital Advisors Inc
Oklahoma
$27.2M 116,370 +116,370 New
WT
43
Washington Trust
Rhode Island
$25.3M 145,050 -4,964 -3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$25.1M 141,000 – –
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$25.1M 140,762 +12,512 +10%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$24.9M 139,990 -187,812 -57%
SIC
47
Schwartz Investment Counsel
Michigan
$24.3M 136,700 – –
VNIM
48
Vaughan Nelson Investment Management
Texas
$24.1M 135,650 +135,650 New
Renaissance Technologies
49
Renaissance Technologies
New York
$23.7M 133,142 +39,900 +43%
RA
50
Royce & Associates
New York
$22.8M 128,566 +105,417 +455%
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