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Watsco
WSO

Overview Fund Activity

392 hedge funds and large institutions have $5.58B invested in Watsco in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
7.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
52
Increased
153
Reduced
123
Closed
25
Calls
$6.68M
Puts
$5.23M
Net Calls
+$1.46M
Net Calls Change
-$156K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$50.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$18.9M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$17.2M
4
Man Group
Man Group
United Kingdom
+$12M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42M
2
EIP
Epoch Investment Partners
New York
-$18.4M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.3M
4
FCM
Frontier Capital Management
Massachusetts
-$13.9M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KJHP
151
K.J. Harrison & Partners
Ontario, Canada
$2.06M -$23.4K -130 -1%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.05M -$4.41M -24,476 -68%
HAIM
153
Hunter Associates Investment Management
Pennsylvania
$2.02M +$162K +900 +9%
Pacer Advisors
154
Pacer Advisors
Pennsylvania
$1.99M -$151K -837 -7%
TC
155
TownSquare Capital
Utah
$1.94M +$508K +2,825 +36%
NGA
156
Naples Global Advisors
Florida
$1.92M +$43.6K +242 +2%
State of Tennessee, Department of Treasury
157
State of Tennessee, Department of Treasury
Tennessee
$1.86M -$306K -1,698 -14%
SBH
158
Segall Bryant & Hamill
Illinois
$1.81M -$458K -2,538 -20%
SOMRS
159
State of Michigan Retirement System
Michigan
$1.73M +$18K +100 +1%
NMIMC
160
Northwestern Mutual Investment Management Company
Wisconsin
$1.68M +$4.68K +26 +0.3%
AG
161
Aperio Group
California
$1.68M +$53.9K +299 +3%
AIP
162
Ameritas Investment Partners
Nebraska
$1.66M – – –
MLICM
163
Metropolitan Life Insurance Company (MetLife)
New York
$1.65M +$11.7K +65 +0.7%
Federated Hermes
164
Federated Hermes
Pennsylvania
$1.64M -$119K -658 -7%
BFEC
165
Benjamin F. Edwards & Company
Missouri
$1.63M +$36.6K +203 +2%
LOAMU
166
Lombard Odier Asset Management (USA)
New York
$1.62M -$792K -4,400 -33%
CSS
167
Cubist Systematic Strategies
Connecticut
$1.52M +$997K +5,535 +190%
DWM
168
Dakota Wealth Management
Florida
$1.51M -$10.6K -59 -0.7%
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
$1.49M +$1.49M +8,274 New
QIM
170
Quantitative Investment Management
Virginia
$1.48M -$382K -2,120 -20%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$1.44M -$483K -2,681 -25%
NFG
172
Next Financial Group
Texas
$1.44M -$223K -1,238 -13%
LSERS
173
Louisiana State Employees Retirement System
Louisiana
$1.42M +$18K +100 +1%
Treasurer of the State of North Carolina
174
Treasurer of the State of North Carolina
North Carolina
$1.41M +$10.8K +60 +0.8%
ACM
175
AlphaCrest Capital Management
New York
$1.37M +$148K +822 +12%
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