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Watsco
WSO

Overview Fund Activity

261 hedge funds and large institutions have $3.21B invested in Watsco in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
261
Holders Change
+12
Holders Change %
+4.82%
% of All Funds
6.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
99
Reduced
86
Closed
27
Calls
$6.41M
Puts
$2.29M
Net Calls
+$4.12M
Net Calls Change
+$1.32M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$82.3M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$30M
3
Goldman Sachs
3
Goldman Sachs
New York
$72M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$31M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$21.7M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$158M
3
Citadel Advisors
3
Citadel Advisors
Florida
$9.6M
4
KI
4
Kalmar Investments
Delaware
$22.8M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$115M
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
251
MSI Financial Services
Massachusetts
$6K 45 – –
IA
252
IFP Advisors
Florida
$6K 37 +33 +825%
DADC
253
D.A. Davidson & Co
Montana
$5K 44 -67 -60%
JFGIW
254
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K 37 – –
PMFA
255
Plante Moran Financial Advisors
Michigan
$4K 28 +28 New
QI
256
QS Investors
New York
$2K 12 – –
Macquarie Group
257
Macquarie Group
Australia
$2K 18 – –
Nuveen Asset Management
258
Nuveen Asset Management
Illinois
$1.39K 10,308 -1,213 -11%
S
259
SignatureFD
Georgia
$1K 7 – –
MWP
260
MYCIO Wealth Partners
Pennsylvania
$1K 10 +10 New
EWM
261
Endurance Wealth Management
Rhode Island
$33 245 – –
Adage Capital Partners
262
Adage Capital Partners
Massachusetts
– – -148,766 Closed
ACMM
263
Arbor Capital Management (Minnesota)
Minnesota
– – -35,592 Closed
EAM
264
EverPoint Asset Management
Connecticut
– – -30,000 Closed
HHC
265
Hutchin Hill Capital
New York
– – -12,400 Closed
TI
266
Trexquant Investment
Connecticut
– – -11,519 Closed
DTL
267
Dynamic Technology Lab
Singapore
– – -7,605 Closed
Point72 Asset Management
268
Point72 Asset Management
Connecticut
– – -7,300 Closed
AL
269
Airain Ltd
Guernsey
– – -5,720 Closed
OCG
270
Opus Capital Group
Ohio
– – -4,874 Closed
EMG
271
Ellington Management Group
Connecticut
– – -4,600 Closed
PAM
272
Princeton Alpha Management
New Jersey
– – -3,730 Closed
Rafferty Asset Management
273
Rafferty Asset Management
New York
– – -3,444 Closed
PCM
274
Prelude Capital Management
New York
– – -3,375 Closed
Tudor Investment Corp
275
Tudor Investment Corp
Connecticut
– – -3,100 Closed
8 9 10
11
12