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Watsco
WSO

Overview Fund Activity

392 hedge funds and large institutions have $5.58B invested in Watsco in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
7.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
52
Increased
153
Reduced
123
Closed
25
Calls
$6.68M
Puts
$5.23M
Net Calls
+$1.46M
Net Calls Change
-$156K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$50.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$18.9M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$17.2M
4
Man Group
Man Group
United Kingdom
+$12M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42M
2
EIP
Epoch Investment Partners
New York
-$18.4M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.3M
4
FCM
Frontier Capital Management
Massachusetts
-$13.9M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
126
Arizona State Retirement System
Arizona
$3.34M -$326K -1,812 -9%
TAM
127
Tocqueville Asset Management
New York
$3.31M -$261K -1,450 -7%
American Century Companies
128
American Century Companies
Missouri
$3.28M +$2.94M +16,310 +849%
HighTower Advisors
129
HighTower Advisors
Illinois
$3.28M +$585K +3,241 +22%
MSA
130
Mason Street Advisors
Wisconsin
$3.13M +$47K +261 +2%
Holocene Advisors
131
Holocene Advisors
New York
$3.06M +$688K +3,821 +29%
AIM
132
Arcadia Investment Management
Michigan
$2.94M +$268K +1,485 +10%
Canada Life
133
Canada Life
Manitoba, Canada
$2.9M +$2.9M +16,220 New
SWP
134
Stratos Wealth Partners
Ohio
$2.86M +$86.5K +480 +3%
OAM
135
Oppenheimer Asset Management
New York
$2.79M +$169K +940 +6%
Voloridge Investment Management
136
Voloridge Investment Management
Florida
$2.77M -$104K -579 -4%
VCM
137
Vision Capital Management
Oregon
$2.6M -$16.8K -93 -0.6%
MC
138
Middleton & Co
Massachusetts
$2.55M -$17.1K -95 -0.7%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$2.5M +$14.2K +79 +0.6%
NA
140
Navellier & Associates
Nevada
$2.49M +$48.5K +269 +2%
Deutsche Bank
141
Deutsche Bank
Germany
$2.42M +$262K +1,456 +12%
CP
142
Cumberland Partners
Ontario, Canada
$2.41M +$1.39M +7,725 +137%
US Bancorp
143
US Bancorp
Minnesota
$2.41M -$15.3K -85 -0.6%
IIM
144
Ipswich Investment Management
Massachusetts
$2.38M +$45K +250 +2%
Citigroup
145
Citigroup
New York
$2.34M +$332K +1,843 +16%
SEI Investments
146
SEI Investments
Pennsylvania
$2.29M -$163K -907 -7%
OPERF
147
Oregon Public Employees Retirement Fund
Oregon
$2.23M -$154K -853 -6%
OSIA
148
O'Shares Investment Advisers
Massachusetts
$2.14M +$28.6K +159 +1%
Franklin Resources
149
Franklin Resources
California
$2.13M +$409K +2,272 +24%
FDS
150
Freedom Day Solutions
Texas
$2.08M -$7.39K -41 -0.4%
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