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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.

New
Increased
Maintained
Reduced
Closed
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 %
RP
51
Riverbridge Partners
Minnesota
$18.2M -$626K -3,962 -3%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$18.1M -$7.47M -47,262 -29%
GCM
53
Geneva Capital Management
Wisconsin
$17.5M +$17.5M +110,986 New
Victory Capital Management
54
Victory Capital Management
Texas
$17.5M +$2.31M +14,630 +15%
Handelsbanken Fonder
55
Handelsbanken Fonder
Sweden
$17M -$8.3M -52,500 -33%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$16.9M +$1.48M +9,378 +10%
Principal Financial Group
57
Principal Financial Group
Iowa
$15.7M -$6.64M -42,037 -30%
AAMU
58
AEGON Asset Management (UK)
United Kingdom
$15.7M +$1.28M +8,074 +9%
Natixis Advisors
59
Natixis Advisors
Massachusetts
$15.6M +$2.58M +16,307 +20%
Renaissance Technologies
60
Renaissance Technologies
New York
$14.7M +$10.5M +66,642 +251%
Aviva
61
Aviva
United Kingdom
$14.7M +$2.1M +13,262 +17%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.2M -$2.72M -17,211 -16%
Legal & General Group
63
Legal & General Group
United Kingdom
$13.7M +$329K +2,081 +2%
Morgan Stanley
64
Morgan Stanley
New York
$13.5M +$4.33M +27,402 +47%
QCMNJ
65
Quantum Capital Management (New Jersey)
New Jersey
$12.7M +$1.54M +9,724 +14%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$12.6M – – –
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$12.2M -$2.49M -15,744 -17%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$11.7M -$494K -3,127 -4%
PPA
69
Parametric Portfolio Associates
Washington
$11.3M +$105K +667 +0.9%
FCM
70
Frontier Capital Management
Massachusetts
$11M -$2.66M -16,842 -20%
American Century Companies
71
American Century Companies
Missouri
$10.1M +$7.19M +45,467 +249%
AIG
72
American International Group
New York
$10.1M +$104K +658 +1%
CT
73
Cambridge Trust
Massachusetts
$10M -$80.4K -509 -0.8%
FTIOP
74
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10M -$42.4K -268 -0.4%
Swiss National Bank
75
Swiss National Bank
Switzerland
$10M +$158K +1,000 +2%
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3
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