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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 %
CP
176
Cumberland Partners
Ontario, Canada
$2.06M +$728K +3,125 +55%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$2.03M – – –
MGWM
178
Marks Group Wealth Management
Minnesota
$2.01M -$3.58M -15,375 -64%
Tudor Investment Corp
179
Tudor Investment Corp
Connecticut
$2M +$2M +8,593 New
OSIA
180
O'Shares Investment Advisers
Massachusetts
$1.99M -$69.2K -297 -3%
TRCT
181
Tower Research Capital (TRC)
New York
$1.98M -$239K -1,025 -11%
Jane Street
182
Jane Street
New York
$1.98M +$1.06M +4,558 +115%
Russell Investments Group
183
Russell Investments Group
United Kingdom
$1.96M +$140K +600 +8%
NIA
184
Northstar Investment Advisors
Colorado
$1.96M -$1.07M -4,578 -35%
LSERS
185
Louisiana State Employees Retirement System
Louisiana
$1.91M – – –
DWM
186
Dakota Wealth Management
Florida
$1.87M -$283K -1,217 -13%
Pacer Advisors
187
Pacer Advisors
Pennsylvania
$1.84M +$1.84M +7,917 New
BUB
188
BBVA USA Bancshares
Texas
$1.84M +$57.3K +256 +3%
GAM
189
Gotham Asset Management
New York
$1.81M +$1.81M +7,764 New
PGAM
190
Princeton Global Asset Management
New Jersey
$1.8M -$346K -1,485 -16%
LF
191
Lee Financial
Texas
$1.77M -$4.19K -18 -0.2%
EGM
192
Engineers Gate Manager
New York
$1.76M +$1.46M +6,268 +482%
Barclays
193
Barclays
United Kingdom
$1.74M -$3.24M -13,910 -65%
Voloridge Investment Management
194
Voloridge Investment Management
Florida
$1.74M +$1.74M +7,449 New
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$1.72M +$511K +2,193 +42%
BEI
196
Benjamin Edwards Inc
Missouri
$1.7M -$149K -639 -8%
CIP
197
Capital Insight Partners
Arizona
$1.69M -$19.8K -85 -1%
Federated Hermes
198
Federated Hermes
Pennsylvania
$1.65M -$167K -717 -9%
IWA
199
Intercontinental Wealth Advisors
Texas
$1.64M +$13K +56 +0.8%
WT
200
Whittier Trust
California
$1.63M +$1.63M +7,000 New
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8
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