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Watsco
WSO

Overview Fund Activity

381 hedge funds and large institutions have $4.87B invested in Watsco in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 115 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+11
Holders Change %
+2.97%
% of All Funds
8.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
64
Increased
144
Reduced
115
Closed
47
Calls
$12.6M
Puts
$8.21M
Net Calls
+$4.38M
Net Calls Change
+$5.89M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$238M
2
CC
Carlson Capital
Texas
$50.9M
3
SI
Scharf Investments
California
$35.8M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$23.9M
5
BG
Bahl & Gaynor
Ohio
$41.2M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$2.71M
2
Invesco
Invesco
Georgia
$6.07M
3
Vanguard Group
Vanguard Group
Pennsylvania
$488M
4
Deutsche Bank
Deutsche Bank
Germany
$3.26M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$49K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$2.78M +$190K +1,164 +7%
Renaissance Technologies
127
Renaissance Technologies
New York
$2.71M -$48.5M -296,523 -95%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$2.58M +$404K +2,473 +19%
BCM
129
Brookstone Capital Management
Illinois
$2.54M +$1.98M +12,080 +353%
ERSOT
130
Employees Retirement System of Texas
Texas
$2.45M +$1.31M +8,000 +114%
SWP
131
Stratos Wealth Partners
Ohio
$2.44M +$148K +903 +6%
HighTower Advisors
132
HighTower Advisors
Illinois
$2.41M +$1.12M +6,861 +87%
OAM
133
Oppenheimer Asset Management
New York
$2.36M -$34.5K -211 -1%
AIM
134
Arcadia Investment Management
Michigan
$2.31M +$252K +1,540 +12%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$2.26M -$315K -1,927 -12%
VV
136
Verity & Verity
South Carolina
$2.25M -$120K -732 -5%
NFG
137
Next Financial Group
Texas
$2.2M +$1.76M +10,753 +402%
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$2.12M +$30.1K +184 +1%
Pacer Advisors
139
Pacer Advisors
Pennsylvania
$2.09M +$2.09M +12,787 New
SBH
140
Segall Bryant & Hamill
Illinois
$2.07M -$302K -1,850 -13%
NA
141
Navellier & Associates
Nevada
$1.99M -$7.03K -43 -0.4%
MC
142
Middleton & Co
Massachusetts
$1.98M +$265K +1,620 +15%
SG Americas Securities
143
SG Americas Securities
New York
$1.96M +$823K +5,035 +72%
Russell Investments Group
144
Russell Investments Group
United Kingdom
$1.96M -$725K -4,436 -27%
JG
145
Jefferies Group
New York
$1.94M +$1.94M +11,860 New
Man Group
146
Man Group
United Kingdom
$1.93M -$894K -5,469 -32%
Citigroup
147
Citigroup
New York
$1.93M -$1.76M -10,741 -48%
FDS
148
Freedom Day Solutions
Texas
$1.91M +$83.2K +509 +5%
US Bancorp
149
US Bancorp
Minnesota
$1.86M +$4.74K +29 +0.3%
UBS Group
150
UBS Group
Switzerland
$1.85M -$2.18M -13,330 -54%
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