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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 %
EAM
76
Eagle Asset Management
Florida
$9.7M -$1.33M -8,441 -12%
TRSOTSOK
77
Teachers Retirement System of the State of Kentucky
Kentucky
$8.97M +$5.51M +34,840 +159%
AllianceBernstein
78
AllianceBernstein
Tennessee
$8.76M -$101K -642 -1%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$8.73M -$30K -190 -0.3%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$8.7M +$582K +3,684 +7%
Citigroup
81
Citigroup
New York
$8.66M +$6.6M +41,778 +321%
SYBT
82
Stock Yards Bank & Trust
Kentucky
$8.61M -$3.48K -22 -0%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$8.59M -$27.3M -172,892 -76%
SAM
84
Southernsun Asset Management
Tennessee
$8.4M +$662K +4,188 +9%
CCA
85
Conestoga Capital Advisors
Pennsylvania
$8.2M +$4.01M +25,372 +96%
Truist Financial
86
Truist Financial
North Carolina
$8.19M -$43.1K -273 -0.5%
UBS AM
87
UBS AM
Illinois
$8.19M +$1.19M +7,537 +17%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$7.9M +$3.66M +23,158 +86%
AAM
89
Advisors Asset Management
Colorado
$7.82M +$161K +1,018 +2%
GWI
90
Grace & White Inc
New York
$7.62M -$411K -2,600 -5%
CG
91
Cynosure Group
Utah
$7.41M +$7.41M +46,862 New
TD Asset Management
92
TD Asset Management
Ontario, Canada
$7.35M -$328K -2,075 -4%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$6.61M -$284K -1,800 -4%
LG
94
LaFleur & Godfrey
Michigan
$6.39M +$229K +1,446 +4%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$6.06M -$426K -2,697 -7%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$6.02M -$881K -5,577 -13%
DA
97
Denali Advisors
California
$5.96M +$2.77M +17,500 +87%
HI
98
Handelsinvest Investeringsforvaltning
Denmark
$5.93M -$395K -2,500 -6%
Los Angeles Capital Management
99
Los Angeles Capital Management
California
$5.52M -$3.25M -20,562 -37%
CS
100
Credit Suisse
Switzerland
$5.51M +$521K +3,296 +10%
2 3
4
5 6