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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 %
Morgan Stanley
76
Morgan Stanley
New York
$10.4M -$42M -232,899 -80%
AllianceBernstein
77
AllianceBernstein
Tennessee
$10.1M +$360K +2,000 +4%
Los Angeles Capital Management
78
Los Angeles Capital Management
California
$10M +$5.77K +32 +0.1%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$9.99M – – –
SYBT
80
Stock Yards Bank & Trust
Kentucky
$9.82M -$23.2K -129 -0.2%
DDC
81
DF Dent & Co
Maryland
$9.71M -$3.1M -17,188 -24%
Truist Financial
82
Truist Financial
North Carolina
$9.39M +$6.29M +34,916 +203%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$9.25M -$241K -1,336 -3%
GWI
84
Grace & White Inc
New York
$9.15M – – –
SAM
85
Southernsun Asset Management
Tennessee
$8.82M -$1.74M -9,676 -16%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$8.76M -$1.33M -7,380 -13%
AAM
87
Advisors Asset Management
Colorado
$8.73M +$28.3K +157 +0.3%
UBS AM
88
UBS AM
Illinois
$7.98M +$255K +1,414 +3%
NIA
89
Northstar Investment Advisors
Colorado
$7.88M -$291K -1,613 -4%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$7.87M +$252K +1,401 +3%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$7.86M +$703K +3,900 +10%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$7.39M -$21.6K -120 -0.3%
FAM
93
Fenimore Asset Management
New York
$7.28M -$4.09M -22,682 -36%
HI
94
Handelsinvest Investeringsforvaltning
Denmark
$7.21M +$901K +5,000 +14%
LG
95
LaFleur & Godfrey
Michigan
$7.02M +$170K +946 +2%
UBS Group
96
UBS Group
Switzerland
$6.89M +$4.95M +27,460 +254%
CIC
97
Crawford Investment Counsel
Georgia
$6.29M -$10.6M -59,057 -63%
CS
98
Credit Suisse
Switzerland
$5.69M -$819K -4,548 -13%
WG
99
Winton Group
United Kingdom
$5.68M +$3.72M +20,626 +189%
ROC
100
Running Oak Capital
Minnesota
$5.32M +$5.32M +29,539 New
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4
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