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Watsco
WSO

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in Watsco in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 123 reducing their positions, and 39 closing their positions.

Holders
388
Holders Change
+15
Holders Change %
+4.02%
% of All Funds
7.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
57
Increased
145
Reduced
123
Closed
39
Calls
$7.41M
Puts
$7.13M
Net Calls
+$279K
Net Calls Change
+$1.07M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$191M
2
Millennium Management
2
Millennium Management
New York
$31.4M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$52.1M
4
CAI
4
Capital Advisors Inc
Oklahoma
$27.2M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$24.1M

Top Sellers

1
CC
1
Carlson Capital
Texas
$0
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$24.9M
3
M&T Bank
3
M&T Bank
New York
$0
4
Capital World Investors
4
Capital World Investors
California
$183M
5
Norges Bank
5
Norges Bank
Norway
$55.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$4.07M 20,645 +1,261 +7%
Holocene Advisors
127
Holocene Advisors
New York
$3.94M 22,169 +1,278 +6%
LWCFA
128
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.83M 21,573 – –
Barclays
129
Barclays
United Kingdom
$3.8M 21,359 +3,504 +20%
CIC
130
Crawford Investment Counsel
Georgia
$3.7M 20,840 -2,270 -10%
MIM
131
MetLife Investment Management
New Jersey
$3.46M 19,454 +713 +4%
RAM
132
Redmond Asset Management
Virginia
$3.44M 19,343 +151 +0.8%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$3.32M 18,652 +11,339 +155%
SWP
134
Stratos Wealth Partners
Ohio
$3.26M 18,339 +3,949 +27%
AIM
135
Arcadia Investment Management
Michigan
$3.24M 18,210 +495 +3%
MSA
136
Mason Street Advisors
Wisconsin
$3.19M 17,952 +587 +3%
TAM
137
Tocqueville Asset Management
New York
$3.05M 17,180 -275 -2%
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$3.02M 17,018 +17,018 New
Canada Life
139
Canada Life
Manitoba, Canada
$3.02M 17,024 -431 -2%
FWM
140
Frontier Wealth Management
Missouri
$3M 16,891 -450 -3%
IIM
141
Ipswich Investment Management
Massachusetts
$2.81M 15,832 +770 +5%
APG Asset Management
142
APG Asset Management
Netherlands
$2.8M 17,701 +15,801 +832%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$2.8M 15,752 +872 +6%
OAM
144
Oppenheimer Asset Management
New York
$2.75M 15,445 -688 -4%
Rafferty Asset Management
145
Rafferty Asset Management
New York
$2.74M 15,393 +13,387 +667%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$2.73M 15,350 -3,400 -18%
TC
147
TownSquare Capital
Utah
$2.7M 14,595 +1,299 +10%
SEI Investments
148
SEI Investments
Pennsylvania
$2.68M 14,803 +3,801 +35%
VCM
149
Vision Capital Management
Oregon
$2.64M 14,838 -498 -3%
MC
150
Middleton & Co
Massachusetts
$2.56M 14,395 -225 -2%
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