WSO icon

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 %
Handelsbanken Fonder
51
Handelsbanken Fonder
Sweden
$24.8M 106,658 – –
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$24M 103,169 -4,984 -5%
GCM
53
Geneva Capital Management
Wisconsin
$24M 103,076 -6,374 -6%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$23.3M 100,077 -11,889 -11%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$23.2M 99,951 -25,301 -20%
PFM
56
Premier Fund Managers
United Kingdom
$23.1M 99,500 – –
Principal Financial Group
57
Principal Financial Group
Iowa
$22.9M 98,476 -4,522 -4%
RA
58
Royce & Associates
New York
$22.6M 97,186 -31,380 -24%
BCM
59
Bridgeway Capital Management
Texas
$21.1M 90,700 +4,100 +5%
Legal & General Group
60
Legal & General Group
United Kingdom
$20.3M 87,264 +442 +0.5%
AQR Capital Management
61
AQR Capital Management
Connecticut
$20.1M 86,132 +76,878 +831%
Franklin Resources
62
Franklin Resources
California
$17.9M 76,817 +1,070 +1%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$17.5M 75,143 +1,551 +2%
Swiss National Bank
64
Swiss National Bank
Switzerland
$17.3M 74,244 +1,200 +2%
American Century Companies
65
American Century Companies
Missouri
$17.2M 73,974 -10,528 -12%
Morgan Stanley
66
Morgan Stanley
New York
$17.1M 73,635 -6,568 -8%
PPA
67
Parametric Portfolio Associates
Washington
$16.8M 72,077 -848 -1%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$16.2M 69,365 +5,120 +8%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$15.3M 65,687 -4,309 -6%
QCMNJ
70
Quantum Capital Management (New Jersey)
New Jersey
$14.9M 64,154 +1,404 +2%
UBS Group
71
UBS Group
Switzerland
$14.9M 63,972 +18,509 +41%
CCA
72
Conestoga Capital Advisors
Pennsylvania
$14.6M 62,531 +6,857 +12%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$14.4M 61,661 -2,442 -4%
Citigroup
74
Citigroup
New York
$14M 60,213 -9,195 -13%
AIG
75
American International Group
New York
$14M 60,158 -1,046 -2%
1 2
3
4 5