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Watsco
WSO

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in Watsco in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 123 reducing their positions, and 39 closing their positions.

Holders
388
Holders Change
+15
Holders Change %
+4.02%
% of All Funds
7.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
57
Increased
145
Reduced
123
Closed
39
Calls
$7.41M
Puts
$7.13M
Net Calls
+$279K
Net Calls Change
+$1.07M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$191M
2
Millennium Management
2
Millennium Management
New York
$31.4M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$52.1M
4
CAI
4
Capital Advisors Inc
Oklahoma
$27.2M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$24.1M

Top Sellers

1
CC
1
Carlson Capital
Texas
$0
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$24.9M
3
M&T Bank
3
M&T Bank
New York
$0
4
Capital World Investors
4
Capital World Investors
California
$183M
5
Norges Bank
5
Norges Bank
Norway
$55.1M
Name Market Value Shares Shares
Change 		Shares
Change %
IECM
101
Intrinsic Edge Capital Management
Illinois
$7.36M 41,425 +41,425 New
LG
102
LaFleur & Godfrey
Michigan
$7M 39,410 -1,019 -3%
SAM
103
Southernsun Asset Management
Tennessee
$6.88M 38,734 -14,431 -27%
DA
104
Denali Advisors
California
$6.74M 37,900 +200 +0.5%
HI
105
Handelsinvest Investeringsforvaltning
Denmark
$6.66M 37,500 – –
AG
106
Aperio Group
California
$6.46M 36,343 +12,508 +52%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$6.44M 36,253 -1,836 -5%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$6.33M 35,635 +691 +2%
BCM
109
Buckhead Capital Management
Georgia
$5.87M 33,025 +2,648 +9%
RFC
110
Regions Financial Corp
Alabama
$5.82M 32,772 -109,642 -77%
MOACM
111
Mutual of America Capital Management
New York
$5.45M 30,644 +269 +0.9%
SFI
112
Susquehanna Fundamental Investments
Pennsylvania
$5.02M 28,256 +11,400 +68%
WG
113
Winton Group
United Kingdom
$4.88M 27,436 -4,203 -13%
AAM
114
Advisors Asset Management
Colorado
$4.76M 26,808 -22,680 -46%
TPSF
115
Texas Permanent School Fund
Texas
$4.6M 25,882 -1,851 -7%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$4.53M 25,485 – –
BST
117
Bath Savings Trust
Maine
$4.5M 25,318 +625 +3%
CIA
118
Covington Investment Advisors
Pennsylvania
$4.47M 25,140 +755 +3%
UH
119
Unigestion Holding
Switzerland
$4.43M 24,954 -4,949 -17%
SCM
120
SG Capital Management
Illinois
$4.42M 24,888 +24,888 New
ROC
121
Running Oak Capital
Minnesota
$4.38M 24,640 -2,605 -10%
Stifel Financial
122
Stifel Financial
Missouri
$4.29M 24,152 -377 -2%
MGWM
123
Marks Group Wealth Management
Minnesota
$4.27M 24,006 +70 +0.3%
WDA
124
Wendell David Associates
New Hampshire
$4.21M 23,685 +365 +2%
DDC
125
DF Dent & Co
Maryland
$4.07M 22,929 – –
3 4
5
6 7