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Watsco
WSO

Overview Fund Activity

341 hedge funds and large institutions have $5.15B invested in Watsco in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 127 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+45
Holders Change %
+15.2%
% of All Funds
7.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
70
Increased
127
Reduced
89
Closed
23
Calls
$5.17M
Puts
$918K
Net Calls
+$4.25M
Net Calls Change
+$4.03M

Top Buyers

1
Millennium Management
Millennium Management
New York
$63.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$352M
3
Renaissance Technologies
Renaissance Technologies
New York
$31.8M
4
Deutsche Bank
Deutsche Bank
Germany
$21.4M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$71.5M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$2.56M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$166M
3
CWAM
Columbia Wanger Asset Management
Illinois
$28.7M
4
NFA
Nationwide Fund Advisors
Ohio
$0
5
ORI
Oak Ridge Investments
Illinois
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
276
Winslow Evans & Crocker
Massachusetts
$136K – – –
SFSIG
277
San Francisco Sentry Investment Group
California
$136K -$851 -5 -0.6%
Mitsubishi UFJ Asset Management
278
Mitsubishi UFJ Asset Management
Japan
$133K -$2.9K -17 -2%
SWM
279
SeaCrest Wealth Management
New York
$103K +$103K +604 New
CG
280
Cutler Group
California
$87K +$37K +218 +74%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$87K +$87K +509 New
CCM
282
Covington Capital Management
California
$77K – – –
WAM
283
Wealthspire Advisors (Maryland)
Maryland
$71K -$25K -147 -26%
IDBONY
284
Israel Discount Bank of New York
New York
$71K – – –
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$68K +$15.5K +91 +30%
PCTC
286
Perkins Coie Trust Company
Washington
$58K – – –
Bessemer Group
287
Bessemer Group
New Jersey
$57K – – –
PFBT
288
Parkside Financial Bank & Trust
Missouri
$56K -$4.1K -24 -7%
CAL
289
Capital Advisors Ltd
Ohio
$55K – – –
BBHC
290
Brown Brothers Harriman & Co
New York
$55K +$1.69K +10 +3%
CTC
291
Central Trust Company
Missouri
$51K – – –
EWM
292
Endurance Wealth Management
Rhode Island
$42K – – –
PA
293
Parallel Advisors
California
$40K – – –
CPP
294
Crow Point Partners
Massachusetts
$39K +$39K +225 New
AIL
295
AGF Investments LLC
Ontario, Canada
$37K +$37K +216 New
GT
296
Greenleaf Trust
Michigan
$33K – – –
HNB
297
Huntington National Bank
Ohio
$30K – – –
IWP
298
Icon Wealth Partners
Texas
$30K +$30K +176 New
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$28.2K – – –
MA
300
MUFG Americas
New York
$27K – – –
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