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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
$181M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.1M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$289M
4
Man Group
Man Group
United Kingdom
$12.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$69.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$10.4M
2
EIP
Epoch Investment Partners
New York
$115M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$174M
4
FCM
Frontier Capital Management
Massachusetts
$15.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$682M +$8.95M +49,688 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$552M +$9.58M +53,158 +2%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$289M +$17.2M +95,549 +6%
Capital World Investors
4
Capital World Investors
California
$231M -$5.22M -28,985 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$181M +$50.6M +281,112 +39%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$174M -$14.3M -79,505 -8%
State Street
7
State Street
Massachusetts
$141M -$1.59M -8,815 -1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$138M -$5.52M -30,638 -4%
DC
9
Davenport & Co
Virginia
$136M +$3.91M +21,692 +3%
CSIA
10
Charles Schwab Investment Advisory
California
$131M +$2.88M +16,007 +2%
EIP
11
Epoch Investment Partners
New York
$115M -$18.4M -102,270 -14%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$111M -$13.5M -74,779 -11%
William Blair & Company
13
William Blair & Company
Illinois
$109M -$1.74M -9,678 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$108M -$1.26M -6,968 -1%
Norges Bank
15
Norges Bank
Norway
$81.9M – – –
Wells Fargo
16
Wells Fargo
California
$80.5M -$669K -3,716 -0.8%
Ameriprise
17
Ameriprise
Minnesota
$80.1M +$1.32M +7,320 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$73.2M +$2.86M +15,854 +4%
MG
19
Markel Group
Virginia
$69.8M +$1.98M +11,000 +3%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$69.3M +$10.2M +56,724 +17%
Charles Schwab
21
Charles Schwab
California
$62.5M +$1.77M +9,852 +3%
First Trust Advisors
22
First Trust Advisors
Illinois
$61.2M +$6.12M +33,947 +11%
Goldman Sachs
23
Goldman Sachs
New York
$54.4M -$2.92M -16,197 -5%
Northern Trust
24
Northern Trust
Illinois
$49M +$280K +1,556 +0.6%
FMI
25
Fiduciary Management Inc
Wisconsin
$48.8M -$231K -1,282 -0.5%
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