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Watsco
WSO

Overview Fund Activity

370 hedge funds and large institutions have $4.28B invested in Watsco in 2019 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 171 increasing their positions, 80 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+24
Holders Change %
+6.94%
% of All Funds
8.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
62
Increased
171
Reduced
80
Closed
36
Calls
$6.16M
Puts
$7.66M
Net Calls
-$1.5M
Net Calls Change
-$339K

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$115M
2
FMI
2
Fiduciary Management Inc
Wisconsin
$30.9M
3
SIC
3
Schwartz Investment Counsel
Michigan
$25.2M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$22.6M
5
RFC
5
Regions Financial Corp
Alabama
$18.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$44.7M
2
Capital World Investors
2
Capital World Investors
California
$189M
3
Ameriprise
3
Ameriprise
Minnesota
$67.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.3M
5
RCAMU
5
Rothschild & Co Asset Management US
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GPGA
151
Grandeur Peak Global Advisors
Utah
$1.57M – – –
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
$1.5M -$5.87K -41 -0.4%
MC
153
Middleton & Co
Massachusetts
$1.5M +$443K +3,090 +42%
Fiera Capital (Canada)
154
Fiera Capital (Canada)
Quebec, Canada
$1.43M +$329K +2,300 +30%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$1.43M -$377K -2,635 -21%
BFEC
156
Benjamin F. Edwards & Company
Missouri
$1.42M +$140K +977 +11%
Barclays
157
Barclays
United Kingdom
$1.42M -$471K -3,288 -25%
OTPPB
158
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.41M +$1.41M +9,821 New
BIM
159
Bridges Investment Management
Nebraska
$1.37M +$249K +1,740 +22%
SCI
160
Stableford Capital II
Arizona
$1.37M +$1.37M +9,546 New
AIP
161
Ameritas Investment Partners
Nebraska
$1.35M -$17.3K -121 -1%
NGA
162
Naples Global Advisors
Florida
$1.31M +$202K +1,413 +18%
Federated Hermes
163
Federated Hermes
Pennsylvania
$1.27M -$315K -2,199 -20%
LSERS
164
Louisiana State Employees Retirement System
Louisiana
$1.23M +$14.3K +100 +1%
BF
165
BOK Financial
Oklahoma
$1.22M +$6.73K +47 +0.6%
OSIA
166
O'Shares Investment Advisers
Massachusetts
$1.17M -$156K -1,092 -12%
TJHA
167
Thomas J. Herzfeld Advisors
Florida
$1.15M – – –
VRS
168
Virginia Retirement Systems
Virginia
$1.15M +$57.3K +400 +5%
SOADOR
169
State of Alaska Department of Revenue
Alaska
$1.14M -$21.3K -149 -2%
HighTower Advisors
170
HighTower Advisors
Illinois
$1.14M +$60.2K +419 +6%
Holocene Advisors
171
Holocene Advisors
New York
$1.12M +$1.12M +7,830 New
SIA
172
Sit Investment Associates
Minnesota
$1.11M +$172K +1,200 +18%
AB
173
Amalgamated Bank
New York
$1.05M +$15.3K +107 +1%
WS
174
Wedbush Securities
California
$1.04M +$154K +1,075 +17%
Franklin Resources
175
Franklin Resources
California
$1.04M +$469K +3,272 +82%
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