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 %
Bessemer Group
301
Bessemer Group
New Jersey
$27K -$34.9K -190 -56%
OFS
302
Orrstown Financial Services
Pennsylvania
$25K +$5.36K +30 +27%
FPFS
303
First Personal Financial Services
North Carolina
$24K +$8.24K +45 +52%
S
304
SignatureFD
Georgia
$23K +$23K +126 New
BFEC
305
Benjamin F. Edwards & Company
Missouri
$20K
WCM
306
Whitener Capital Management
North Carolina
$19K
SPIA
307
Steward Partners Investment Advisory
New York
$19K +$9.23K +51 +94%
DBT
308
Dubuque Bank & Trust
Iowa
$18K
TCM
309
Tradewinds Capital Management
Washington
$18K
GAM
310
Gemmer Asset Management
California
$18K
LJHT
311
Laurie J. Hall Trustee
$17K
QCG
312
Quadrant Capital Group
Ohio
$17K
SWP
313
Stratos Wealth Partners
Ohio
$15K -$11.1K -63 -43%
VCM
314
Versant Capital Management
Arizona
$13K
TSW
315
Thompson Siegel & Walmsley
Virginia
$13K
FQ
316
First Quadrant
California
$13K +$13K +71 New
SIM
317
Sonora Investment Management
Arizona
$11K +$11K +61 New
MCM
318
Manchester Capital Management
Vermont
$11K +$11K +59 New
RFA
319
Reilly Financial Advisors
California
$10K
ASN
320
Advisory Services Network
Georgia
$9K
CB
321
Community Bank
New York
$9K
AOWM
322
Alpha Omega Wealth Management
Virginia
$9K +$9K +50 New
IFAM
323
Institutional & Family Asset Management
Colorado
$9K +$9K +51 New
IA
324
IFP Advisors
Florida
$8K
CFA
325
Carroll Financial Associates
North Carolina
$8K