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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 %
WG
101
Winton Group
United Kingdom
$5M +$19.9K +126 +0.4%
MOACM
102
Mutual of America Capital Management
New York
$4.8M +$161K +1,021 +3%
BCM
103
Buckhead Capital Management
Georgia
$4.8M +$917K +5,803 +24%
UH
104
Unigestion Holding
Switzerland
$4.73M +$4.73M +29,903 New
PM
105
Pembroke Management
Quebec, Canada
$4.58M +$4.58M +28,975 New
TPSF
106
Texas Permanent School Fund
Texas
$4.38M +$854K +5,402 +24%
ROC
107
Running Oak Capital
Minnesota
$4.31M -$363K -2,294 -8%
Prudential Financial
108
Prudential Financial
New Jersey
$4.22M +$767K +4,852 +22%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$4.03M – – –
BST
110
Bath Savings Trust
Maine
$3.9M -$303K -1,920 -7%
Stifel Financial
111
Stifel Financial
Missouri
$3.88M +$138K +872 +4%
CIA
112
Covington Investment Advisors
Pennsylvania
$3.85M +$186K +1,180 +5%
MGWM
113
Marks Group Wealth Management
Minnesota
$3.78M -$494K -3,125 -12%
AG
114
Aperio Group
California
$3.77M +$2.3M +14,532 +156%
WDA
115
Wendell David Associates
New Hampshire
$3.69M -$52.9K -335 -1%
RA
116
Royce & Associates
New York
$3.66M -$980K -6,200 -21%
CIC
117
Crawford Investment Counsel
Georgia
$3.65M -$1.87M -11,819 -34%
DDC
118
DF Dent & Co
Maryland
$3.62M -$4.9M -30,989 -57%
NIA
119
Northstar Investment Advisors
Colorado
$3.54M -$3.37M -21,349 -49%
AACP
120
Advantage Alpha Capital Partners
California
$3.5M +$323K +2,043 +10%
LWCFA
121
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.41M – – –
Holocene Advisors
122
Holocene Advisors
New York
$3.3M +$622K +3,934 +23%
Comerica Bank
123
Comerica Bank
Texas
$3.11M -$26.2K -163 -0.8%
RAM
124
Redmond Asset Management
Virginia
$3.03M -$36.8K -233 -1%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$2.96M -$909K -5,750 -23%
3 4
5
6 7