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Watsco
WSO

Overview Fund Activity

374 hedge funds and large institutions have $5.17B invested in Watsco in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 41 closing their positions.

Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
8.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
35
Increased
145
Reduced
124
Closed
41
Calls
$7.4M
Puts
$5.79M
Net Calls
+$1.62M
Net Calls Change
-$2.77M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$123M
2
Morgan Stanley
2
Morgan Stanley
New York
$49.2M
3
Invesco
3
Invesco
Georgia
$44.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$15M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$38.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$76.2M
2
CC
2
Chicago Capital
Illinois
$0
3
CC
3
Carlson Capital
Texas
$28.9M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
USAA
5
United Services Automobile Association
Texas
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$21.5M 126,900 +300 +0.2%
Handelsbanken Fonder
52
Handelsbanken Fonder
Sweden
$20.3M 120,000 – –
RP
53
Riverbridge Partners
Minnesota
$20.2M 119,498 +2,165 +2%
MFWM
54
Motley Fool Wealth Management
Virginia
$18.7M 110,367 -565 -0.5%
Millennium Management
55
Millennium Management
New York
$18.6M 109,721 +2,566 +2%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.3M 109,663 +8,114 +8%
Nordea Investment Management
57
Nordea Investment Management
Sweden
$18M 107,067 -8,052 -7%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$16M 94,500 -510 -0.5%
CIC
59
Crawford Investment Counsel
Georgia
$15.9M 93,986 -4,274 -4%
AAMU
60
AEGON Asset Management (UK)
United Kingdom
$15.4M 91,135 +10,155 +13%
Victory Capital Management
61
Victory Capital Management
Texas
$15M 88,884 +88,884 New
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$14.6M 86,466 +26,557 +44%
Legal & General Group
63
Legal & General Group
United Kingdom
$13.8M 81,484 +4,664 +6%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$13.5M 79,902 -195 -0.2%
Aviva
65
Aviva
United Kingdom
$13.2M 78,117 +78,117 New
Natixis Advisors
66
Natixis Advisors
Massachusetts
$12.9M 76,011 +8,255 +12%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$12.7M 75,128 +1,909 +3%
WF
68
Welch & Forbes
Massachusetts
$12.1M 71,461 +4,806 +7%
DDC
69
DF Dent & Co
Maryland
$12M 71,106 -21,171 -23%
EAM
70
Eagle Asset Management
Florida
$11.8M 69,660 -1,805 -3%
PPA
71
Parametric Portfolio Associates
Washington
$11.5M 68,206 +5,703 +9%
CT
72
Cambridge Trust
Massachusetts
$10.9M 64,483 -36 -0.1%
FTIOP
73
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.8M 63,974 +150 +0.2%
FAM
74
Fenimore Asset Management
New York
$10.7M 63,117 +2,230 +4%
AIG
75
American International Group
New York
$10.6M 62,562 -403 -0.6%
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