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Watsco
WSO

Overview Fund Activity

440 hedge funds and large institutions have $7.26B invested in Watsco in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 114 increasing their positions, 176 reducing their positions, and 29 closing their positions.

Holders
440
Holders Change
+52
Holders Change %
+13.4%
% of All Funds
8.9%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.2%
New
82
Increased
114
Reduced
176
Closed
29
Calls
$46.7M
Puts
$3.35M
Net Calls
+$43.3M
Net Calls Change
+$43M

Top Buyers

1
GGHC
1
Gilder Gagnon Howe & Co
New York
$87.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$289M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$740M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$20.1M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$165M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$30.1M
2
DC
2
Davenport & Co
Virginia
$145M
3
BlackRock
3
BlackRock
New York
$796M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$0
5
Ameriprise
5
Ameriprise
Minnesota
$62.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
126
MetLife Investment Management
New Jersey
$4.38M -$154K -661 -3%
Man Group
127
Man Group
United Kingdom
$4.33M +$4.33M +18,589 New
SWP
128
Stratos Wealth Partners
Ohio
$4.22M -$53.6K -230 -1%
Rafferty Asset Management
129
Rafferty Asset Management
New York
$4.2M +$616K +2,645 +17%
WG
130
Winton Group
United Kingdom
$4.17M -$2.22M -9,544 -35%
MSA
131
Mason Street Advisors
Wisconsin
$4.09M -$89.7K -385 -2%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$4.01M -$333K -1,430 -8%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$3.98M +$309K +1,327 +8%
Canada Life
134
Canada Life
Manitoba, Canada
$3.9M -$60.5K -260 -2%
DA
135
Denali Advisors
California
$3.75M -$5.08M -21,800 -58%
IECM
136
Intrinsic Edge Capital Management
Illinois
$3.61M -$6.04M -25,939 -63%
Deutsche Bank
137
Deutsche Bank
Germany
$3.59M +$1.48M +6,349 +70%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$3.58M – – –
IIM
139
Ipswich Investment Management
Massachusetts
$3.53M -$160K -688 -4%
VCM
140
Vision Capital Management
Oregon
$3.4M -$54.5K -234 -2%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$3.4M +$116K +496 +4%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$3.33M +$545K +2,340 +20%
OAM
143
Oppenheimer Asset Management
New York
$3.33M -$270K -1,161 -8%
TC
144
TownSquare Capital
Utah
$3.25M -$142K -609 -4%
SEI Investments
145
SEI Investments
Pennsylvania
$3.19M -$189K -827 -6%
MC
146
Middleton & Co
Massachusetts
$3.19M -$164K -705 -5%
Acadian Asset Management
147
Acadian Asset Management
Massachusetts
$3.18M +$535K +2,300 +20%
NGA
148
Naples Global Advisors
Florida
$3.18M -$20.3K -87 -0.6%
TAM
149
Tocqueville Asset Management
New York
$3.16M -$838K -3,600 -21%
FWM
150
Frontier Wealth Management
Missouri
$3.11M -$822K -3,531 -21%
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