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Watsco
WSO

Overview Fund Activity

440 hedge funds and large institutions have $7.26B invested in Watsco in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 114 increasing their positions, 176 reducing their positions, and 29 closing their positions.

Holders
440
Holders Change
+52
Holders Change %
+13.4%
% of All Funds
8.9%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.2%
New
82
Increased
114
Reduced
176
Closed
29
Calls
$46.7M
Puts
$3.35M
Net Calls
+$43.3M
Net Calls Change
+$43M

Top Buyers

1
GGHC
1
Gilder Gagnon Howe & Co
New York
$87.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$289M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$740M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$20.1M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$165M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$30.1M
2
DC
2
Davenport & Co
Virginia
$145M
3
BlackRock
3
BlackRock
New York
$796M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$0
5
Ameriprise
5
Ameriprise
Minnesota
$62.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Aviva
101
Aviva
United Kingdom
$8.42M 36,131 -41,226 -53%
HI
102
Handelsinvest Investeringsforvaltning
Denmark
$8.15M 35,000 -2,500 -7%
Victory Capital Management
103
Victory Capital Management
Texas
$7.79M 33,464 -60,891 -65%
SAM
104
Southernsun Asset Management
Tennessee
$7.72M 33,165 -5,569 -14%
TPSF
105
Texas Permanent School Fund
Texas
$7.41M 31,824 +5,942 +23%
APG Asset Management
106
APG Asset Management
Netherlands
$7.23M 36,401 +18,700 +106%
MOACM
107
Mutual of America Capital Management
New York
$7.17M 30,780 +136 +0.4%
SFI
108
Susquehanna Fundamental Investments
Pennsylvania
$7.12M 30,571 +2,315 +8%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$7M 30,070 +4,585 +18%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$6.8M 29,178 +12,160 +71%
BCM
111
Buckhead Capital Management
Georgia
$6.36M 27,316 -5,709 -17%
BST
112
Bath Savings Trust
Maine
$6.2M 26,620 +1,302 +5%
Stifel Financial
113
Stifel Financial
Missouri
$6.19M 26,582 +2,430 +10%
CIA
114
Covington Investment Advisors
Pennsylvania
$5.92M 25,410 +270 +1%
AAM
115
Advisors Asset Management
Colorado
$5.83M 25,034 -1,774 -7%
Citadel Advisors
116
Citadel Advisors
Florida
$5.64M 24,236 +24,236 New
CSS
117
Cubist Systematic Strategies
Connecticut
$5.59M 24,012 +24,012 New
WDA
118
Wendell David Associates
New Hampshire
$5.52M 23,695 +10 +0%
DDC
119
DF Dent & Co
Maryland
$5.25M 22,554 -375 -2%
RFC
120
Regions Financial Corp
Alabama
$5.12M 22,004 -10,768 -33%
LWCFA
121
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.02M 21,573 – –
Comerica Bank
122
Comerica Bank
Texas
$4.81M 20,425 -220 -1%
AIM
123
Arcadia Investment Management
Michigan
$4.49M 19,285 +1,075 +6%
RAM
124
Redmond Asset Management
Virginia
$4.48M 19,219 -124 -0.6%
Balyasny Asset Management
125
Balyasny Asset Management
Illinois
$4.39M 18,833 -86,537 -82%
3 4
5
6 7