343 hedge funds and large institutions have $5.6B invested in Watsco in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 147 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+2
Holders Change %
+0.59%
% of All Funds
7.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
147
Reduced
93
Closed
40
Calls
$4.47M
Puts
$5.82M
Net Calls
-$1.35M
Net Calls Change
-$5.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Mitsubishi UFJ Asset Management
276
Mitsubishi UFJ Asset Management
Japan
$135K -$5.97K -33 -4%
JA
277
JOYN Advisors
Georgia
$123K +$123K +677 New
SWM
278
SeaCrest Wealth Management
New York
$115K +$5.44K +30 +5%
NIMI
279
Natixis Investment Managers International
France
$100K +$100K +553 New
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$81K -$10.2K -57 -11%
OIA
281
Optimum Investment Advisors
Illinois
$78K +$78K +429 New
IDBONY
282
Israel Discount Bank of New York
New York
$76K
WAM
283
Wealthspire Advisors (Maryland)
Maryland
$72K -$3.43K -19 -5%
MGIA
284
Moneta Group Investment Advisors
Missouri
$71K -$226K -1,255 -76%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$69K -$3.26K -18 -5%
PCTC
286
Perkins Coie Trust Company
Washington
$62K
BBHC
287
Brown Brothers Harriman & Co
New York
$57K -$1.81K -10 -3%
PFBT
288
Parkside Financial Bank & Trust
Missouri
$54K -$5.44K -30 -9%
CTC
289
Central Trust Company
Missouri
$54K
Fuller & Thaler Asset Management
290
Fuller & Thaler Asset Management
California
$54K +$54K +300 New
CPP
291
Crow Point Partners
Massachusetts
$47K +$6.48K +36 +16%
TF
292
Tompkins Financial
New York
$46K +$46K +255 New
EWM
293
Endurance Wealth Management
Rhode Island
$44K
PA
294
Parallel Advisors
California
$43K
CPIG
295
Chicago Partners Investment Group
Illinois
$41K +$13.8K +77 +51%
AIL
296
AGF Investments LLC
Ontario, Canada
$36K
GT
297
Greenleaf Trust
Michigan
$36K
HNB
298
Huntington National Bank
Ohio
$32K
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$30K
MA
300
MUFG Americas
New York
$29K