WSO icon

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 %
MOACM
101
Mutual of America Capital Management
New York
$5.29M +$43.4K +241 +0.8%
RA
102
Royce & Associates
New York
$5.29M -$9.19K -51 -0.2%
Barclays
103
Barclays
United Kingdom
$5.16M +$3.84M +21,307 +290%
MGWM
104
Marks Group Wealth Management
Minnesota
$4.88M +$4.88M +27,061 New
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$4.83M -$272K -1,508 -5%
BST
106
Bath Savings Trust
Maine
$4.79M -$44.1K -245 -0.9%
Renaissance Technologies
107
Renaissance Technologies
New York
$4.79M +$3.69M +20,500 +336%
CCA
108
Conestoga Capital Advisors
Pennsylvania
$4.77M +$269K +1,491 +6%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$4.59M +$4.59M +25,485 New
BCM
110
Buckhead Capital Management
Georgia
$4.43M -$254K -1,411 -5%
ACA
111
Anchor Capital Advisors
Massachusetts
$4.42M +$4.5K +25 +0.1%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$4.41M -$531K -2,950 -11%
WDA
113
Wendell David Associates
New Hampshire
$4.26M -$23.4K -130 -0.5%
Stifel Financial
114
Stifel Financial
Missouri
$4.26M +$961K +5,341 +29%
CIA
115
Covington Investment Advisors
Pennsylvania
$4.18M +$100K +555 +2%
TPSF
116
Texas Permanent School Fund
Texas
$4.02M +$24K +133 +0.6%
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$3.95M +$820K +4,550 +26%
Prudential Financial
118
Prudential Financial
New Jersey
$3.94M +$263K +1,462 +7%
LWCFA
119
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.89M +$126K +699 +3%
DF
120
Donoghue Forlines
Massachusetts
$3.79M -$1.44M -8,004 -28%
DA
121
Denali Advisors
California
$3.64M +$2.14M +11,900 +143%
AACP
122
Advantage Alpha Capital Partners
California
$3.62M +$3.62M +20,100 New
RAM
123
Redmond Asset Management
Virginia
$3.5M -$3.24K -18 -0.1%
Comerica Bank
124
Comerica Bank
Texas
$3.48M +$25.4K +143 +0.7%
MIM
125
MetLife Investment Management
New Jersey
$3.38M -$41.1K -228 -1%
3 4
5
6 7