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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 %
Fiera Capital (Canada)
176
Fiera Capital (Canada)
Quebec, Canada
$1.35M – – –
AI
177
Atria Investments
North Carolina
$1.35M -$24.5K -136 -2%
AB
178
Amalgamated Bank
New York
$1.34M +$145K +802 +12%
BF
179
BOK Financial
Oklahoma
$1.32M -$62.7K -348 -5%
SRAM
180
Stone Ridge Asset Management
New York
$1.3M – – –
AQR Capital Management
181
AQR Capital Management
Connecticut
$1.29M +$179K +994 +16%
VOYA Investment Management
182
VOYA Investment Management
Georgia
$1.28M -$209K -1,157 -14%
AIL
183
AGF Investments LLC
Ontario, Canada
$1.27M +$710K +3,939 +127%
BUB
184
BBVA USA Bancshares
Texas
$1.26M +$1.02M +5,634 +419%
NFC
185
Northeast Financial Consultants
Connecticut
$1.25M – – –
SIA
186
Sit Investment Associates
Minnesota
$1.25M -$58.6K -325 -4%
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$1.23M +$161K +892 +15%
LF
188
Lee Financial
Texas
$1.23M +$20.4K +113 +2%
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
$1.18M +$1.18M +6,538 New
CIP
190
Capital Insight Partners
Arizona
$1.17M +$17.7K +98 +2%
ERSOT
191
Employees Retirement System of Texas
Texas
$1.17M – – –
HSBC Holdings
192
HSBC Holdings
United Kingdom
$1.16M +$1.16M +6,470 New
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$1.13M +$539K +2,990 +91%
URS
194
Utah Retirement Systems
Utah
$1.12M – – –
MERSOM
195
Municipal Employees' Retirement System of Michigan
Michigan
$1.09M +$12.6K +70 +1%
TJHA
196
Thomas J. Herzfeld Advisors
Florida
$1.08M – – –
Squarepoint
197
Squarepoint
New York
$1.07M +$1.07M +5,941 New
Russell Investments Group
198
Russell Investments Group
United Kingdom
$1.07M – – –
COPPSERS
199
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.04M +$3.06K +17 +0.3%
JIC
200
Johnson Investment Counsel
Ohio
$1.03M -$1.62K -9 -0.2%
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