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Watsco
WSO

Overview Fund Activity

381 hedge funds and large institutions have $4.87B invested in Watsco in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 115 reducing their positions, and 47 closing their positions.

Holders
381
Holders Change
+11
Holders Change %
+2.97%
% of All Funds
8.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
64
Increased
144
Reduced
115
Closed
47
Calls
$12.6M
Puts
$8.21M
Net Calls
+$4.38M
Net Calls Change
+$5.89M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$238M
2
CC
2
Carlson Capital
Texas
$50.9M
3
SI
3
Scharf Investments
California
$35.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$23.9M
5
BG
5
Bahl & Gaynor
Ohio
$41.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.71M
2
Invesco
2
Invesco
Georgia
$6.07M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$488M
4
Deutsche Bank
4
Deutsche Bank
Germany
$3.26M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$49K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$612M 3,740,892 -14,888 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$488M 2,981,693 -194,687 -6%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$238M 1,456,702 +329,126 +29%
Capital World Investors
4
Capital World Investors
California
$214M 1,309,330 -7,770 -0.6%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$165M 1,007,996 +68,221 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$140M 856,293 +16,345 +2%
State Street
7
State Street
Massachusetts
$131M 801,327 -2,014 -0.3%
DC
8
Davenport & Co
Virginia
$118M 721,042 +3,152 +0.4%
Wells Fargo
9
Wells Fargo
California
$117M 718,396 +2,939 +0.4%
EIP
10
Epoch Investment Partners
New York
$117M 716,749 -87,644 -11%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$114M 695,045 +7,965 +1%
CSIA
12
Charles Schwab Investment Advisory
California
$113M 692,952 +21,376 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$98M 599,407 -37,521 -6%
William Blair & Company
14
William Blair & Company
Illinois
$98M 599,333 -2,188 -0.4%
Ameriprise
15
Ameriprise
Minnesota
$76.7M 468,943 +462 +0.1%
Norges Bank
16
Norges Bank
Norway
$74.4M 454,792 +115,789 +34%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$61.9M 378,662 +22,990 +6%
MG
18
Markel Group
Virginia
$58.2M 356,000 +27,000 +8%
Goldman Sachs
19
Goldman Sachs
New York
$53.1M 324,577 +21,398 +7%
Charles Schwab
20
Charles Schwab
California
$52.1M 318,893 +10,466 +3%
CC
21
Carlson Capital
Texas
$50.9M 311,154 +311,154 New
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$50.5M 308,885 -3,259 -1%
FMI
23
Fiduciary Management Inc
Wisconsin
$46.1M 281,638 +65,849 +31%
Northern Trust
24
Northern Trust
Illinois
$44.2M 270,282 +3,312 +1%
First Trust Advisors
25
First Trust Advisors
Illinois
$43.8M 268,063 +16,360 +6%
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