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Watsco
WSO

Overview Fund Activity

374 hedge funds and large institutions have $5.17B invested in Watsco in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 41 closing their positions.

Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
8.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
35
Increased
145
Reduced
124
Closed
41
Calls
$7.4M
Puts
$5.79M
Net Calls
+$1.62M
Net Calls Change
-$2.77M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$123M
2
Morgan Stanley
2
Morgan Stanley
New York
$49.2M
3
Invesco
3
Invesco
Georgia
$44.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$15M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$38.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$76.2M
2
CC
2
Chicago Capital
Illinois
$0
3
CC
3
Carlson Capital
Texas
$28.9M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
USAA
5
United Services Automobile Association
Texas
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
151
Quantitative Investment Management
Virginia
$1.75M +$916K +5,416 +110%
HAIM
152
Hunter Associates Investment Management
Pennsylvania
$1.74M +$34.8K +206 +2%
Federated Hermes
153
Federated Hermes
Pennsylvania
$1.65M +$171K +1,009 +12%
USAA
154
United Services Automobile Association
Texas
$1.65M -$12.2M -72,221 -88%
Franklin Resources
155
Franklin Resources
California
$1.62M -$32.3K -191 -2%
BIM
156
Bridges Investment Management
Nebraska
$1.62M – – –
SOMRS
157
State of Michigan Retirement System
Michigan
$1.61M – – –
NMIMC
158
Northwestern Mutual Investment Management Company
Wisconsin
$1.57M +$18.3K +108 +1%
NFG
159
Next Financial Group
Texas
$1.56M -$712K -4,206 -31%
AIP
160
Ameritas Investment Partners
Nebraska
$1.56M -$31.5K -186 -2%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$1.54M -$233K -1,376 -13%
AG
162
Aperio Group
California
$1.52M +$46.9K +277 +3%
BFEC
163
Benjamin F. Edwards & Company
Missouri
$1.5M -$174K -1,027 -10%
DWM
164
Dakota Wealth Management
Florida
$1.43M +$1.19M +7,024 +502%
TC
165
TownSquare Capital
Utah
$1.41M +$189K +1,067 +15%
DA
166
Denali Advisors
California
$1.4M +$964K +5,700 +219%
VOYA Investment Management
167
VOYA Investment Management
Georgia
$1.4M -$2.48M -14,644 -64%
BAMF
168
BI Asset Management Fondsmaeglerselskab
Denmark
$1.37M +$1.37M +8,117 New
IP
169
Interval Partners
New York
$1.35M +$1.35M +7,993 New
LSERS
170
Louisiana State Employees Retirement System
Louisiana
$1.32M -$67.7K -400 -5%
Treasurer of the State of North Carolina
171
Treasurer of the State of North Carolina
North Carolina
$1.31M -$1.36M -8,008 -51%
BF
172
BOK Financial
Oklahoma
$1.3M +$4.57K +27 +0.4%
AI
173
Atria Investments
North Carolina
$1.29M -$190K -1,123 -13%
Fiera Capital (Canada)
174
Fiera Capital (Canada)
Quebec, Canada
$1.27M – – –
Barclays
175
Barclays
United Kingdom
$1.24M -$4.57M -26,986 -79%
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