WSO - Watsco Inc Stock Price, Fair Value and News
464.50USD+8.42 (+1.85%)Market Closed
Which funds bought or sold WSO recently?
Which funds are the top buyers of WSO?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| BlackRock Inc. | 4,052,020 | 1,736,170,000 | 0.04% |
| VANGUARD GROUP INC | 3,265,590 | 1,399,210,000 | 0.03% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,655,950 | 709,525,000 | 1.77% |
| BAILLIE GIFFORD & CO | 1,458,370 | 629,972,000 | 0.49% |
| FMR LLC | 1,428,520 | 612,079,000 | 0.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,190,370 | 490,233,000 | 0.12% |
| STATE STREET CORP | 1,174,660 | 503,306,000 | 0.02% |
| Capital World Investors | 908,300 | 389,179,000 | 0.07% |
| BLAIR WILLIAM & CO/IL | 775,524 | 332,289,000 | 1.13% |
| NEUBERGER BERMAN GROUP LLC | 638,081 | 273,396,000 | 0.24% |
Which funds have put a big percent of portfolio in WSO?
| Fund Name | $ Value | % Port. |
|---|---|---|
| CALEDONIA INVESTMENTS PLC | 97,247,000 | 12.55% |
| Patrick Mauro Investment Advisor, INC. | 12,750,900 | 7.59% |
| Crown Oak Advisors, LLC | 9,057,210 | 5.30% |
| BOSTON FINANCIAL MANGEMENT LLC | 149,084,000 | 5.04% |
| Hamlin Capital Management, LLC | 126,756,000 | 3.99% |
| Kensington Investment Counsel, LLC | 6,610,860 | 3.47% |
| GRACE & WHITE INC /NY | 18,412,700 | 3.32% |
| HOWLAND CAPITAL MANAGEMENT LLC | 60,519,200 | 3.20% |
| Prospect Capital Advisors, LLC | 8,569,400 | 3.11% |
| Pembroke Management, LTD | 25,044,900 | 3.11% |
Trend of No. of funds that hold WSO
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| NORGES BANK | 102,958,000 |
| Cartenna Capital, LP | 45,546,400 |
| Kodai Capital Management LP | 17,924,600 |
| Susquehanna Portfolio Strategies, LLC | 12,962,500 |
| Vantage Investment Partners, LLC | 12,933,000 |
| AXA S.A. | 11,190,800 |
| Alyeska Investment Group, L.P. | 10,893,000 |
| BOOTHBAY FUND MANAGEMENT, LLC | 9,363,780 |
Additions
Reductions
| Fund Name | % Reduced |
|---|---|
| Kapitalo Investimentos Ltda | -98.91 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | -98.64 |
| AdvisorNet Financial, Inc | -97.69 |
| Impact Partnership Wealth, LLC | -97.29 |
| Vident Advisory, LLC | -96.77 |
| 1834 INVESTMENT ADVISORS CO | -94.78 |
| JANUS HENDERSON GROUP PLC | -93.98 |
| Coppell Advisory Solutions LLC | -93.49 |
Sold off
| Fund Name | $ Sold |
|---|---|
| DUALITY ADVISERS, LP | -3,502,600 |
| Strengthening Families & Communities, LLC | -2,523,000 |
| VIRGINIA RETIREMENT SYSTEMS ET AL | -2,441,410 |
| Ergoteles LLC | -1,845,170 |
| QS Investors, LLC | -1,364,000 |
| MEEDER ASSET MANAGEMENT INC | -1,142,600 |
| Independent Advisor Alliance | -684,844 |
| Burns Matteson Capital Management, LLC | -631,926 |