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Watsco
WSO

Overview Fund Activity

360 hedge funds and large institutions have $5.44B invested in Watsco in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 125 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
8.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
41
Increased
125
Reduced
131
Closed
33
Calls
$5.59M
Puts
$6.93M
Net Calls
-$1.34M
Net Calls Change
+$358K

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$281M
2
Ameriprise
2
Ameriprise
Minnesota
$208M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$25.1M
4
Millennium Management
4
Millennium Management
New York
$19.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$511M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$224M
2
BlackRock
2
BlackRock
New York
$626M
3
O
3
OppenheimerFunds
New York
$1.32M
4
ESCM
4
Echo Street Capital Management
New York
$40.2M
5
CC
5
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
251
Zurich Cantonal Bank
Switzerland
$341K – – –
KeyBank National Association
252
KeyBank National Association
Ohio
$339K – – –
YMRC
253
Yorktown Management & Research Company
Virginia
$338K – – –
ACM
254
AlphaStar Capital Management
North Carolina
$336K -$17.3K -97 -5%
PIA
255
Piedmont Investment Advisors
North Carolina
$330K +$330K +1,853 +92,650%
FT
256
Fiduciary Trust
Massachusetts
$329K – – –
WB
257
Webster Bank
Connecticut
$329K – – –
LIA
258
LS Investment Advisors
Michigan
$317K -$2.67K -15 -0.8%
DCM
259
Donaldson Capital Management
Indiana
$313K +$2.67K +15 +0.9%
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
$310K +$29.6K +166 +11%
CAL
261
Capital Analysts LLC
Pennsylvania
$294K +$2.68K +15 +0.9%
SGM
262
Skye Global Management
Florida
$285K +$285K +1,600 New
CBOA
263
Commonwealth Bank of Australia
Australia
$284K +$284K +1,600 New
PNC
264
Park National Corp
Ohio
$277K -$8.91K -50 -3%
Commonwealth Equity Services
265
Commonwealth Equity Services
Massachusetts
$276K -$44K -247 -14%
AAM
266
Azzad Asset Management
Virginia
$272K +$272K +1,526 New
MF
267
Magnetar Financial
Illinois
$262K -$229K -1,283 -47%
FGAM
268
Financial Gravity Asset Management
Texas
$259K +$19.7K +138 +8%
NA
269
NewEdge Advisors
Louisiana
$258K -$21.8K -122 -8%
AP
270
Advisor Partners
California
$258K -$2.14K -12 -0.8%
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$238K – – –
DS
272
Dudley & Shanley
Florida
$232K – – –
AA
273
ALPS Advisors
Colorado
$232K +$232K +1,303 New
SI
274
Stephens Inc
Arkansas
$214K +$214K +1,203 New
Creative Planning
275
Creative Planning
Kansas
$212K +$5.52K +31 +3%
9 10
11
12 13