WSO icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
UH
151
Unigestion Holding
Switzerland
$3.07M -$2.74M -11,760 -47%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.07M +$97.6K +419 +3%
HAIM
153
Hunter Associates Investment Management
Pennsylvania
$3.06M -$254K -1,090 -8%
HF
154
HRT Financial
New York
$3.02M +$3.02M +12,982 New
HighTower Advisors
155
HighTower Advisors
Illinois
$2.98M +$143K +615 +5%
BIM
156
Bogle Investment Management
Massachusetts
$2.81M +$2.81M +12,045 New
CIC
157
Crawford Investment Counsel
Georgia
$2.8M -$2.05M -8,821 -42%
SOMRS
158
State of Michigan Retirement System
Michigan
$2.78M – – –
NA
159
Navellier & Associates
Nevada
$2.77M -$107K -459 -4%
Holocene Advisors
160
Holocene Advisors
New York
$2.74M -$2.43M -10,416 -47%
HPIA
161
Hamilton Point Investment Advisors
North Carolina
$2.71M +$2.71M +11,639 New
Squarepoint
162
Squarepoint
New York
$2.7M +$2.01M +8,626 +291%
Janus Henderson Group
163
Janus Henderson Group
United Kingdom
$2.64M -$7.45K -32 -0.3%
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$2.58M -$233K -1,000 -8%
FDS
165
Freedom Day Solutions
Texas
$2.49M -$924 -4 -0%
State of Tennessee, Department of Treasury
166
State of Tennessee, Department of Treasury
Tennessee
$2.47M – – –
COPPSERS
167
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.45M +$836K +3,590 +52%
BCI
168
Brinker Capital Investments
Pennsylvania
$2.4M +$2.4M +10,287 New
ASRS
169
Arizona State Retirement System
Arizona
$2.3M +$582K +2,499 +34%
US Bancorp
170
US Bancorp
Minnesota
$2.29M -$456K -1,957 -17%
Fiera Capital (Canada)
171
Fiera Capital (Canada)
Quebec, Canada
$2.23M +$129K +555 +6%
KJHP
172
K.J. Harrison & Partners
Ontario, Canada
$2.22M -$23.3K -100 -1%
Prudential Financial
173
Prudential Financial
New Jersey
$2.16M -$53.8K -231 -2%
AIP
174
Ameritas Investment Partners
Nebraska
$2.16M -$43.1K -185 -2%
ROC
175
Running Oak Capital
Minnesota
$2.08M -$3.66M -15,730 -64%
5 6
7
8 9