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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 %
CPIG
301
Chicago Partners Investment Group
Illinois
$26K -$13.2K -77 -34%
SWP
302
Stratos Wealth Partners
Ohio
$25K +$25K +148 New
WCBA
303
Weaver C. Barksdale & Associates
Tennessee
$24K -$1.18K -7 -5%
DCM
304
Delpha Capital Management
New York
$22K +$22K +130 New
OFS
305
Orrstown Financial Services
Pennsylvania
$19K -$13.8K -80 -42%
BFEC
306
Benjamin F. Edwards & Company
Missouri
$19K -$3.77K -22 -17%
TRCT
307
Tower Research Capital (TRC)
New York
$18K +$18K +108 New
GAM
308
Gemmer Asset Management
California
$17K – – –
DBT
309
Dubuque Bank & Trust
Iowa
$17K – – –
TCM
310
Tradewinds Capital Management
Washington
$17K – – –
TC
311
Telemus Capital
Michigan
$17K +$17K +99 New
WCM
312
Whitener Capital Management
North Carolina
$17K +$17K +105 New
QCG
313
Quadrant Capital Group
Ohio
$16K +$5.44K +35 +51%
LJHT
314
Laurie J. Hall Trustee
$16K +$16K +95 New
FPFS
315
First Personal Financial Services
North Carolina
$15K +$1.74K +10 +13%
TSW
316
Thompson Siegel & Walmsley
Virginia
$12K – – –
VCM
317
Versant Capital Management
Arizona
$12K – – –
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$12K +$12K +73 New
RFA
319
Reilly Financial Advisors
California
$10K – – –
APA
320
American Portfolios Advisors
New York
$9.18K +$9.18K +54 New
SPIA
321
Steward Partners Investment Advisory
New York
$9K -$12.8K -77 -59%
ASN
322
Advisory Services Network
Georgia
$9K -$5.71K -33 -39%
IA
323
IFP Advisors
Florida
$8K – – –
CB
324
Community Bank
New York
$8K +$8K +48 New
CFA
325
Carroll Financial Associates
North Carolina
$7K – – –
11 12
13
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