WSO icon

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

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
FMI
Fiduciary Management Inc
Wisconsin
$0
3
Baird Financial Group
Baird Financial Group
Wisconsin
$8.59M
4
BlackRock
BlackRock
New York
$578M
5
Capital World Investors
Capital World Investors
California
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
176
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.21M +$304K +1,922 +33%
ASRS
177
Arizona State Retirement System
Arizona
$1.21M -$1.71M -10,849 -59%
BUB
178
BBVA USA Bancshares
Texas
$1.21M +$107K +679 +10%
AQR Capital Management
179
AQR Capital Management
Connecticut
$1.16M +$32.1K +203 +3%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$1.16M +$1.16M +7,330 New
VOYA Investment Management
181
VOYA Investment Management
Georgia
$1.16M +$31.5K +199 +3%
AB
182
Amalgamated Bank
New York
$1.15M -$22.1K -140 -2%
AIL
183
AGF Investments LLC
Ontario, Canada
$1.14M +$24.8K +157 +2%
CIP
184
Capital Insight Partners
Arizona
$1.14M +$107K +674 +10%
Russell Investments Group
185
Russell Investments Group
United Kingdom
$1.13M +$197K +1,251 +21%
CP
186
Cumberland Partners
Ontario, Canada
$1.1M -$1.01M -6,400 -48%
SIA
187
Sit Investment Associates
Minnesota
$1.09M – – –
LF
188
Lee Financial
Texas
$1.08M -$158 -1 -0%
Point72 Asset Management
189
Point72 Asset Management
Connecticut
$1.02M +$1.02M +6,470 New
BF
190
BOK Financial
Oklahoma
$1.01M -$147K -929 -13%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$988K -$1.21M -7,622 -55%
BC
192
Brinker Capital
Pennsylvania
$987K +$138K +873 +16%
URS
193
Utah Retirement Systems
Utah
$981K – – –
MERSOM
194
Municipal Employees' Retirement System of Michigan
Michigan
$969K +$12.6K +80 +1%
VRS
195
Virginia Retirement Systems
Virginia
$917K +$221K +1,400 +32%
IWA
196
Intercontinental Wealth Advisors
Texas
$910K +$910K +5,758 New
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$899K +$323K +2,044 +56%
SOADOR
198
State of Alaska Department of Revenue
Alaska
$888K +$40.7K +258 +5%
FT
199
Fiduciary Trust
Massachusetts
$883K +$358K +2,264 +68%
Tudor Investment Corp
200
Tudor Investment Corp
Connecticut
$876K +$440K +2,788 +101%
6 7
8
9 10