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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 %
NMERB
201
New Mexico Educational Retirement Board
New Mexico
$1.01M – – –
RA
202
RFG Advisory
Alabama
$1.01M +$291K +1,617 +41%
TFCM
203
Taylor Frigon Capital Management
Arizona
$991K -$19.3K -107 -2%
CCB
204
Cutter & Co Brokerage
Missouri
$976K +$18.9K +105 +2%
BC
205
Brinker Capital
Pennsylvania
$968K -$201K -1,118 -17%
SOADOR
206
State of Alaska Department of Revenue
Alaska
$966K -$77.4K -430 -7%
AWM
207
Avior Wealth Management
Nebraska
$954K – – –
GC
208
Guggenheim Capital
Illinois
$924K +$2.16K +12 +0.2%
BOC
209
Barbara Oil Co
Illinois
$901K – – –
RCA
210
Rowland Carmichael Advisors
Arizona
$878K -$4.33K -24 -0.5%
AOWM
211
Alpha Omega Wealth Management
Virginia
$857K – – –
ECM
212
ExodusPoint Capital Management
New York
$856K +$396K +2,197 +86%
BCM
213
Brookstone Capital Management
Illinois
$855K -$453K -2,513 -35%
Two Sigma Investments
214
Two Sigma Investments
New York
$854K +$203K +1,128 +31%
LPL Financial
215
LPL Financial
California
$847K +$463K +2,567 +120%
SO
216
STRS Ohio
Ohio
$843K +$843K +4,681 New
FWM
217
Frontier Wealth Management
Missouri
$829K -$90.1K -500 -10%
XK
218
Xact Kapitalforvaltning
Sweden
$821K – – –
NC
219
NewSquare Capital
Pennsylvania
$812K +$812K +4,510 New
FIM
220
Freedom Investment Management
Connecticut
$811K -$78.6K -436 -9%
VRS
221
Virginia Retirement Systems
Virginia
$793K -$54.1K -300 -6%
SM
222
Sciencast Management
New Jersey
$788K +$788K +4,470 New
NA
223
NewEdge Advisors
Louisiana
$742K +$742K +4,119 New
AAMU
224
Amundi Asset Management US
Massachusetts
$735K – – –
MLL
225
Moody Lynn & Lieberson
Massachusetts
$732K +$732K +4,062 New
7 8
9
10 11