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Watsco
WSO

Overview Fund Activity

373 hedge funds and large institutions have $4.98B invested in Watsco in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
-19
Holders Change %
-4.85%
% of All Funds
8.24%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
48
Increased
143
Reduced
133
Closed
62
Calls
$6.29M
Puts
$7.08M
Net Calls
-$790K
Net Calls Change
-$2.25M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$174M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$55.7M
3
ACA
Anchor Capital Advisors
Massachusetts
$40.9M
4
Wells Fargo
Wells Fargo
California
$103M
5
M&T Bank
M&T Bank
New York
$26.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
FMI
Fiduciary Management Inc
Wisconsin
$0
3
Baird Financial Group
Baird Financial Group
Wisconsin
$8.59M
4
BlackRock
BlackRock
New York
$578M
5
Capital World Investors
Capital World Investors
California
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
126
MetLife Investment Management
New Jersey
$2.96M – – –
Barclays
127
Barclays
United Kingdom
$2.82M -$1.71M -10,805 -38%
AIM
128
Arcadia Investment Management
Michigan
$2.8M +$219K +1,385 +8%
Canada Life
129
Canada Life
Manitoba, Canada
$2.76M +$195K +1,235 +8%
TAM
130
Tocqueville Asset Management
New York
$2.76M -$145K -915 -5%
MSA
131
Mason Street Advisors
Wisconsin
$2.74M – – –
FWM
132
Frontier Wealth Management
Missouri
$2.74M +$2.01M +12,741 +277%
SFI
133
Susquehanna Fundamental Investments
Pennsylvania
$2.66M +$2.66M +16,856 New
OAM
134
Oppenheimer Asset Management
New York
$2.55M +$102K +646 +4%
VCM
135
Vision Capital Management
Oregon
$2.42M +$145K +916 +6%
UBS Group
136
UBS Group
Switzerland
$2.38M -$3.66M -23,191 -61%
IIM
137
Ipswich Investment Management
Massachusetts
$2.38M +$289K +1,827 +14%
Man Group
138
Man Group
United Kingdom
$2.36M -$8.53M -53,968 -78%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$2.35M +$1.27M +8,029 +117%
MC
140
Middleton & Co
Massachusetts
$2.31M +$73.5K +465 +3%
SWP
141
Stratos Wealth Partners
Ohio
$2.27M -$239K -1,510 -9%
Franklin Resources
142
Franklin Resources
California
$2.15M +$275K +1,737 +15%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.12M +$329K +2,085 +18%
TC
144
TownSquare Capital
Utah
$2.12M +$402K +2,518 +23%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$2.12M +$880K +5,566 +71%
US Bancorp
146
US Bancorp
Minnesota
$2.1M -$10.4K -66 -0.5%
NA
147
Navellier & Associates
Nevada
$1.97M -$216K -1,365 -10%
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$1.94M -$14.2K -90 -0.7%
NGA
149
Naples Global Advisors
Florida
$1.88M +$197K +1,244 +12%
HighTower Advisors
150
HighTower Advisors
Illinois
$1.81M -$1.07M -6,735 -37%
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