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Watsco
WSO

Overview Fund Activity

374 hedge funds and large institutions have $5.17B invested in Watsco in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
8.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
35
Increased
145
Reduced
124
Closed
41
Calls
$7.4M
Puts
$5.79M
Net Calls
+$1.62M
Net Calls Change
-$2.77M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$123M
2
Morgan Stanley
Morgan Stanley
New York
$49.2M
3
Invesco
Invesco
Georgia
$44.9M
4
Victory Capital Management
Victory Capital Management
Texas
$15M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$38.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$76.2M
2
CC
Chicago Capital
Illinois
$0
3
CC
Carlson Capital
Texas
$28.9M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$0
5
USAA
United Services Automobile Association
Texas
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
126
Arcadia Investment Management
Michigan
$2.51M +$123K +730 +5%
OAM
127
Oppenheimer Asset Management
New York
$2.46M +$23.2K +137 +1%
VCM
128
Vision Capital Management
Oregon
$2.46M +$2.01M +11,882 +452%
MC
129
Middleton & Co
Massachusetts
$2.41M +$363K +2,145 +18%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$2.33M +$1.01K +6 +0%
SEI Investments
131
SEI Investments
Pennsylvania
$2.3M -$2.33M -13,782 -50%
NA
132
Navellier & Associates
Nevada
$2.3M +$239K +1,411 +12%
US Bancorp
133
US Bancorp
Minnesota
$2.28M +$355K +2,097 +18%
LOAMU
134
Lombard Odier Asset Management (USA)
New York
$2.27M +$2.27M +13,400 New
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$2.24M +$43.1K +255 +2%
Holocene Advisors
136
Holocene Advisors
New York
$2.22M +$595K +3,520 +37%
IIM
137
Ipswich Investment Management
Massachusetts
$2.2M +$840K +4,962 +62%
VV
138
Verity & Verity
South Carolina
$2.18M -$106K -637 -5%
SBH
139
Segall Bryant & Hamill
Illinois
$2.13M -$17.3K -102 -0.8%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$2.03M +$2.03M +12,000 New
Deutsche Bank
141
Deutsche Bank
Germany
$2.03M -$1.35M -7,973 -40%
Pacer Advisors
142
Pacer Advisors
Pennsylvania
$2.01M -$155K -918 -7%
OSIA
143
O'Shares Investment Advisers
Massachusetts
$1.98M +$609K +3,597 +44%
FDS
144
Freedom Day Solutions
Texas
$1.96M -$19.5K -115 -1%
KJHP
145
K.J. Harrison & Partners
Ontario, Canada
$1.96M +$1.96M +11,580 New
Citigroup
146
Citigroup
New York
$1.89M -$109K -642 -5%
WG
147
Winton Group
United Kingdom
$1.84M +$1.47M +8,683 +394%
UBS Group
148
UBS Group
Switzerland
$1.83M -$83.1K -491 -4%
RJFSA
149
Raymond James Financial Services Advisors
Florida
$1.81M -$46.5K -275 -3%
NGA
150
Naples Global Advisors
Florida
$1.76M +$153K +902 +10%
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6
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