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Watsco
WSO

Overview Fund Activity

285 hedge funds and large institutions have $3.57B invested in Watsco in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+13
Holders Change %
+4.78%
% of All Funds
7.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
38
Increased
113
Reduced
94
Closed
23
Calls
$4.21M
Puts
$3.39M
Net Calls
+$813K
Net Calls Change
+$1.01M

Top Buyers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$70.1M
2
Wells Fargo
2
Wells Fargo
California
$97.3M
3
WRF
3
Waddell & Reed Financial
Kansas
$77.3M
4
SCM
4
Sandler Capital Management
New York
$13.6M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$157M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$115M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$17.2M
3
Millennium Management
3
Millennium Management
New York
$37.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$130M
5
ORI
5
Oak Ridge Investments
Illinois
$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFW
276
Fusion Family Wealth
New York
$6K +$6K +45 New
JFGIW
277
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K – – –
Toronto Dominion Bank
278
Toronto Dominion Bank
Ontario, Canada
$4K +$4K +29 New
PMFA
279
Plante Moran Financial Advisors
Michigan
$3K -$391 -3 -12%
IUHSA
280
Itau Unibanco Holding S.A.
Brazil
$3K +$3K +20 New
EARNEST Partners
281
EARNEST Partners
Georgia
$3K +$3K +23 New
QI
282
QS Investors
New York
$2K – – –
FHA
283
First Horizon Advisors
Tennessee
$2K – – –
Macquarie Group
284
Macquarie Group
Australia
$2K +$182 +1 +10%
ED
285
Exane Derivatives
France
$148 -$10.5K -71 -99%
PAMU
286
Pictet Asset Management (UK)
United Kingdom
– -$7.91M -56,100 Closed
IP
287
Interval Partners
New York
– -$3.52M -25,000 Closed
WAM
288
Wolverine Asset Management
Illinois
– -$1.41M -10,000 Closed
LCM
289
Landscape Capital Management
New Jersey
– -$1.1M -7,810 Closed
HI
290
HBK Investments
Texas
– -$894K -6,348 Closed
BNP Paribas Asset Management
291
BNP Paribas Asset Management
France
– -$645K -4,581 Closed
MF
292
Magnetar Financial
Illinois
– -$561K -3,980 Closed
QSS
293
Quantitative Systematic Strategies
Florida
– -$542K -3,868 Closed
Capstone Investment Advisors
294
Capstone Investment Advisors
New York
– -$510K -3,624 Closed
TI
295
Trexquant Investment
Connecticut
– -$404K -2,869 Closed
UCFA
296
United Capital Financial Advisors
Texas
– -$371K -2,634 Closed
FAB
297
First American Bank
Illinois
– -$370K -2,625 Closed
SB
298
Suntrust Banks
Georgia
– -$347K -2,467 Closed
HCM
299
Highbridge Capital Management
New York
– -$330K -2,341 Closed
TI
300
Turner Investments
Pennsylvania
– -$247K -1,750 Closed
9 10 11
12
13