293 hedge funds and large institutions have $4.54B invested in Watsco in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 136 increasing their positions, 82 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
42
Increased
136
Reduced
82
Closed
54
Calls
$5.72M
Puts
$10.7M
Net Calls
-$4.98M
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
251
Wealthspire Advisors (Maryland)
Maryland
$90K +$17K +110 +23%
MCM
252
McKinley Capital Management
Alaska
$89K +$89K +580 New
AIM
253
Assured Investment Management
New York
$84K -$2.38M -15,405 -97%
DADC
254
D.A. Davidson & Co
Montana
$65K +$58.3K +384 +873%
AIM
255
Acrospire Investment Management
Illinois
$62K +$46.5K +300 +300%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$56K +$41.3K +265 +282%
PCTC
257
Perkins Coie Trust Company
Washington
$52K
NA
258
NewEdge Advisors
Louisiana
$51K +$51K +332 New
CAL
259
Capital Advisors Ltd
Ohio
$50K +$50K +325 New
BBHC
260
Brown Brothers Harriman & Co
New York
$49K +$19.4K +125 +66%
CTC
261
Central Trust Company
Missouri
$46K
IPC
262
Independent Portfolio Consultants
Florida
$43K +$43K +280 New
EWM
263
Endurance Wealth Management
Rhode Island
$38K
PA
264
Parallel Advisors
California
$31K +$11.9K +78 +62%
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$25.6K
MA
266
MUFG Americas
New York
$25K
WCBA
267
Weaver C. Barksdale & Associates
Tennessee
$23K -$926 -6 -4%
SPIA
268
Steward Partners Investment Advisory
New York
$20K +$448 +3 +2%
Bessemer Group
269
Bessemer Group
New Jersey
$20K +$13.3K +86 +200%
Simplex Trading
270
Simplex Trading
Illinois
$17K
OFS
271
Orrstown Financial Services
Pennsylvania
$17K +$3.86K +25 +29%
DBT
272
Dubuque Bank & Trust
Iowa
$16K
GAM
273
Gemmer Asset Management
California
$16K
TCM
274
Tradewinds Capital Management
Washington
$15K
CPIG
275
Chicago Partners Investment Group
Illinois
$15K +$15K +100 New