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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 %
RP
51
Riverbridge Partners
Minnesota
$21.5M -$77.5K -430 -0.4%
WF
52
Welch & Forbes
Massachusetts
$21.4M +$8.52M +47,277 +66%
MFWM
53
Motley Fool Wealth Management
Virginia
$19.7M -$171K -948 -0.9%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.3M -$478K -2,656 -2%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$19.1M +$18.9M +105,584 +12,908%
Janus Henderson Group
56
Janus Henderson Group
United Kingdom
$18.8M -$4.59M -25,481 -20%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$17.6M +$567K +3,147 +3%
Victory Capital Management
58
Victory Capital Management
Texas
$17.3M +$1.25M +6,952 +8%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$16.7M +$3.19M +17,695 +24%
AAMU
60
AEGON Asset Management (UK)
United Kingdom
$16.4M – – –
FCM
61
Frontier Capital Management
Massachusetts
$15.5M -$13.9M -77,255 -47%
Legal & General Group
62
Legal & General Group
United Kingdom
$15.3M +$595K +3,305 +4%
Natixis Advisors
63
Natixis Advisors
Massachusetts
$14.9M +$1.16M +6,455 +8%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$14.4M +$21.4K +119 +0.1%
Aviva
65
Aviva
United Kingdom
$14.4M +$301K +1,669 +2%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$13.9M -$1.67M -9,296 -11%
PPA
67
Parametric Portfolio Associates
Washington
$12.8M +$485K +2,691 +4%
QCMNJ
68
Quantum Capital Management (New Jersey)
New Jersey
$12.7M +$2.18M +12,125 +21%
EAM
69
Eagle Asset Management
Florida
$12.6M +$31.2K +173 +0.2%
Millennium Management
70
Millennium Management
New York
$12.6M -$7.2M -39,986 -36%
Man Group
71
Man Group
United Kingdom
$12.4M +$12M +66,554 +2,803%
CT
72
Cambridge Trust
Massachusetts
$11.5M -$75.8K -421 -0.7%
FTIOP
73
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.5M -$57.1K -317 -0.5%
AIG
74
American International Group
New York
$11.4M +$79.8K +443 +0.7%
Swiss National Bank
75
Swiss National Bank
Switzerland
$11.2M +$324K +1,800 +3%
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