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Watsco
WSO

Overview Fund Activity

373 hedge funds and large institutions have $4.98B invested in Watsco in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
-19
Holders Change %
-4.85%
% of All Funds
8.24%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
48
Increased
143
Reduced
133
Closed
62
Calls
$6.29M
Puts
$7.08M
Net Calls
-$790K
Net Calls Change
-$2.25M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$174M
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$55.7M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$40.9M
4
Wells Fargo
4
Wells Fargo
California
$103M
5
M&T Bank
5
M&T Bank
New York
$26.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
FMI
2
Fiduciary Management Inc
Wisconsin
$0
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$8.59M
4
BlackRock
4
BlackRock
New York
$578M
5
Capital World Investors
5
Capital World Investors
California
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
151
Acadian Asset Management
Massachusetts
$1.8M +$490K +3,098 +37%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$1.8M +$168K +1,063 +10%
NMIMC
153
Northwestern Mutual Investment Management Company
Wisconsin
$1.79M +$320K +2,024 +22%
HAIM
154
Hunter Associates Investment Management
Pennsylvania
$1.78M +$11.9K +75 +0.7%
OSIA
155
O'Shares Investment Advisers
Massachusetts
$1.75M -$132K -837 -7%
SEI Investments
156
SEI Investments
Pennsylvania
$1.74M -$270K -1,712 -13%
CCB
157
Cutter & Co Brokerage
Missouri
$1.71M +$789K +4,641 +86%
FDS
158
Freedom Day Solutions
Texas
$1.66M -$160K -1,015 -9%
SBH
159
Segall Bryant & Hamill
Illinois
$1.52M -$71.4K -450 -4%
SG Americas Securities
160
SG Americas Securities
New York
$1.48M +$1.13M +7,165 +326%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$1.46M +$438K +2,777 +43%
AIP
162
Ameritas Investment Partners
Nebraska
$1.46M – – –
SOMRS
163
State of Michigan Retirement System
Michigan
$1.42M -$94.8K -600 -6%
Fiera Capital (Canada)
164
Fiera Capital (Canada)
Quebec, Canada
$1.42M +$237K +1,500 +20%
Jane Street
165
Jane Street
New York
$1.38M +$1.38M +8,737 New
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$1.37M -$74.6K -472 -5%
DWM
167
Dakota Wealth Management
Florida
$1.35M +$27.8K +176 +2%
PGAM
168
Princeton Global Asset Management
New Jersey
$1.33M +$256K +1,622 +24%
BEI
169
Benjamin Edwards Inc
Missouri
$1.32M +$1.15M +7,289 +673%
BFEC
170
Benjamin F. Edwards & Company
Missouri
$1.32M -$112K -707 -8%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$1.32M +$1.02M +6,459 +342%
Federated Hermes
172
Federated Hermes
Pennsylvania
$1.3M -$137K -868 -10%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$1.28M +$9.96K +63 +0.8%
LSERS
174
Louisiana State Employees Retirement System
Louisiana
$1.25M – – –
NMERB
175
New Mexico Educational Retirement Board
New Mexico
$1.23M +$348K +2,200 +39%
5 6
7
8 9