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Watsco
WSO

Overview Fund Activity

373 hedge funds and large institutions have $4.98B invested in Watsco in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 62 closing their positions.

Holders
373
Holders Change
-19
Holders Change %
-4.85%
% of All Funds
8.24%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
48
Increased
143
Reduced
133
Closed
62
Calls
$6.29M
Puts
$7.08M
Net Calls
-$790K
Net Calls Change
-$2.25M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$174M
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$55.7M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$40.9M
4
Wells Fargo
4
Wells Fargo
California
$103M
5
M&T Bank
5
M&T Bank
New York
$26.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
FMI
2
Fiduciary Management Inc
Wisconsin
$0
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$8.59M
4
BlackRock
4
BlackRock
New York
$578M
5
Capital World Investors
5
Capital World Investors
California
$186M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$578M 3,659,319 -124,138 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$495M 3,130,474 +67,581 +2%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$254M 1,604,162 +1,691 +0.1%
Capital World Investors
4
Capital World Investors
California
$186M 1,175,915 -104,430 -8%
Charles Schwab
5
Charles Schwab
California
$174M 1,102,993 +756,096 +218%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$158M 998,529 -8,798 -0.9%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$141M 890,302 -74,285 -8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$140M 883,398 +116,615 +15%
State Street
9
State Street
Massachusetts
$132M 832,698 +49,536 +6%
DC
10
Davenport & Co
Virginia
$116M 736,710 -19,037 -3%
Wells Fargo
11
Wells Fargo
California
$103M 654,189 +207,597 +46%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$95.6M 605,051 -9,098 -1%
William Blair & Company
13
William Blair & Company
Illinois
$95.2M 602,346 -1,826 -0.3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$92.4M 584,382 -13,491 -2%
EIP
15
Epoch Investment Partners
New York
$87.4M 552,818 -84,046 -13%
Norges Bank
16
Norges Bank
Norway
$70.1M 443,479 -11,313 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$65.7M 415,978 +9,408 +2%
MG
18
Markel Group
Virginia
$62.7M 397,000 +9,500 +2%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$62.5M 395,513 +10,586 +3%
Ameriprise
20
Ameriprise
Minnesota
$58.1M 367,669 -76,924 -17%
Ninety One (UK)
21
Ninety One (UK)
United Kingdom
$55.7M 352,548 +352,548 New
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$51.8M 327,802 +71,961 +28%
CC
23
Carlson Capital
Texas
$47.5M 300,404 +75,404 +34%
First Trust Advisors
24
First Trust Advisors
Illinois
$46.9M 296,836 -42,759 -13%
BFM
25
Boston Financial Management
Massachusetts
$45.1M 285,236 +61,502 +27%
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