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Watsco
WSO

Overview Fund Activity

440 hedge funds and large institutions have $7.26B invested in Watsco in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 114 increasing their positions, 176 reducing their positions, and 29 closing their positions.

Holders
440
Holders Change
+52
Holders Change %
+13.4%
% of All Funds
8.9%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.2%
New
82
Increased
114
Reduced
176
Closed
29
Calls
$46.7M
Puts
$3.35M
Net Calls
+$43.3M
Net Calls Change
+$43M

Top Buyers

1
GGHC
1
Gilder Gagnon Howe & Co
New York
$87.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$289M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$740M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$20.1M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$165M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$30.1M
2
DC
2
Davenport & Co
Virginia
$145M
3
BlackRock
3
BlackRock
New York
$796M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$0
5
Ameriprise
5
Ameriprise
Minnesota
$62.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CIPU
26
Caledonia Investments plc (UK)
United Kingdom
$62.6M 268,784 – –
First Trust Advisors
27
First Trust Advisors
Illinois
$62.2M 266,962 -32,407 -11%
Ameriprise
28
Ameriprise
Minnesota
$62.1M 266,770 -100,409 -27%
Goldman Sachs
29
Goldman Sachs
New York
$61.8M 265,196 +1,960 +0.7%
RJA
30
Raymond James & Associates
Florida
$59.3M 254,534 -8,438 -3%
BG
31
Bahl & Gaynor
Ohio
$59.2M 254,338 +35,926 +16%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$55.8M 239,522 -2,849 -1%
ACA
33
Anchor Capital Advisors
Massachusetts
$54M 232,045 -21,869 -9%
Invesco
34
Invesco
Georgia
$47.9M 205,500 -85,075 -29%
Bank of America
35
Bank of America
North Carolina
$47.7M 205,016 +22,120 +12%
GKIM
36
GW&K Investment Management
Massachusetts
$45M 193,402 -2,255 -1%
WF
37
Welch & Forbes
Massachusetts
$44.3M 190,262 +3,549 +2%
DP
38
Dearborn Partners
Illinois
$44.3M 190,102 -10,297 -5%
Renaissance Technologies
39
Renaissance Technologies
New York
$44.1M 189,268 +56,126 +42%
MFAM
40
Motley Fool Asset Management
Virginia
$40.9M 175,672 +1,368 +0.8%
HCM
41
Howland Capital Management
Massachusetts
$37.5M 160,945 +243 +0.2%
RP
42
Riverbridge Partners
Minnesota
$35.7M 153,413 +30,670 +25%
WT
43
Washington Trust
Rhode Island
$33.1M 142,300 -2,750 -2%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$30.1M 128,707 -168,715 -57%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$29.6M 127,205 -12,785 -9%
MFWM
46
Motley Fool Wealth Management
Virginia
$28.4M 122,147 +3,951 +3%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$27.8M 119,978 -20,784 -15%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$27.6M 118,300 -22,700 -16%
AAMU
49
AEGON Asset Management (UK)
United Kingdom
$27.3M 117,220 +16,591 +16%
CAI
50
Capital Advisors Inc
Oklahoma
$27.3M 117,117 +747 +0.6%
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