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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 %
AIL
201
AGF Investments LLC
Ontario, Canada
$1.62M -$258K -1,108 -14%
NMERB
202
New Mexico Educational Retirement Board
New Mexico
$1.56M -$256K -1,100 -14%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$1.55M -$93.6K -402 -6%
Twin Tree Management
204
Twin Tree Management
Texas
$1.55M +$1.25M +5,356 +416%
NO
205
Ninety One
South Africa
$1.54M +$1.54M +6,536 New
ONB
206
Old National Bancorp
Indiana
$1.53M +$1.53M +6,584 New
SO
207
STRS Ohio
Ohio
$1.53M +$1.53M +6,582 New
BFEC
208
Benjamin F. Edwards & Company
Missouri
$1.5M -$432K -1,854 -22%
MWNA
209
Marshall Wace North America
New York
$1.48M +$1.48M +6,327 New
BF
210
BOK Financial
Oklahoma
$1.47M -$53.1K -228 -3%
AIM
211
AIA Investment Management
Singapore
$1.47M +$194K +835 +15%
Wolverine Trading
212
Wolverine Trading
Illinois
$1.47M +$729K +3,137 +99%
URS
213
Utah Retirement Systems
Utah
$1.45M – – –
SG Americas Securities
214
SG Americas Securities
New York
$1.42M -$992K -4,259 -41%
AWM
215
Avior Wealth Management
Nebraska
$1.41M +$176K +755 +14%
MLICM
216
Metropolitan Life Insurance Company (MetLife)
New York
$1.41M -$72K -309 -5%
PP
217
Paloma Partners
Connecticut
$1.34M +$365K +1,565 +37%
Two Sigma Investments
218
Two Sigma Investments
New York
$1.32M -$81.5K -350 -6%
ACM
219
AlphaCrest Capital Management
New York
$1.32M +$358K +1,538 +37%
SOADOR
220
State of Alaska Department of Revenue
Alaska
$1.3M -$52.9K -227 -4%
FT
221
Fiduciary Trust
Massachusetts
$1.3M – – –
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$1.29M -$146K -627 -10%
TFCM
223
Taylor Frigon Capital Management
Arizona
$1.26M -$17K -73 -1%
BA
224
Bridgewater Associates
Connecticut
$1.24M +$931K +3,998 +307%
ACA
225
Aptus Capital Advisors
Alabama
$1.19M -$28K -120 -2%
7 8
9
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