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Watsco
WSO

Overview Fund Activity

360 hedge funds and large institutions have $5.44B invested in Watsco in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 125 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
8.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
41
Increased
125
Reduced
131
Closed
33
Calls
$5.59M
Puts
$6.93M
Net Calls
-$1.34M
Net Calls Change
+$358K

Top Buyers

1
Capital World Investors
Capital World Investors
California
$281M
2
Ameriprise
Ameriprise
Minnesota
$208M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$25.1M
4
Millennium Management
Millennium Management
New York
$19.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$511M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$224M
2
BlackRock
BlackRock
New York
$626M
3
O
OppenheimerFunds
New York
$1.32M
4
ESCM
Echo Street Capital Management
New York
$40.2M
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
301
Endurance Wealth Management
Rhode Island
$44K – – –
PA
302
Parallel Advisors
California
$42K – – –
HCM
303
Hilton Capital Management
New York
$37K -$97.8K -550 -73%
TG
304
TLP Group
Illinois
$35K +$35K +199 New
BBHC
305
Brown Brothers Harriman & Co
New York
$34K -$22.4K -125 -40%
FL
306
Fort LP
Maryland
$34K +$34K +190 New
TF
307
Tompkins Financial
New York
$32K -$13.8K -77 -30%
PCG
308
Private Capital Group
Connecticut
$31K – – –
MA
309
MUFG Americas
New York
$28K – – –
CFGS
310
Concourse Financial Group Securities
Alabama
$28K +$28K +160 New
WSTAM
311
Wilbanks Smith & Thomas Asset Management
Virginia
$27K +$27K +150 New
TNBTD
312
Trustmark National Bank Trust Department
Mississippi
$27K +$27K +150 New
Bessemer Group
313
Bessemer Group
New Jersey
$26K – – –
ASN
314
Advisory Services Network
Georgia
$26K +$18.1K +100 +227%
AAP
315
Arax Advisory Partners
Colorado
$25K +$25K +140 New
S
316
SignatureFD
Georgia
$21K -$1.62K -9 -7%
FHA
317
Flagship Harbor Advisors
Massachusetts
$21K +$174 +1 +0.8%
OFS
318
Orrstown Financial Services
Pennsylvania
$20K – – –
DWM
319
Destination Wealth Management
California
$20K +$17.7K +101 +777%
Simplex Trading
320
Simplex Trading
Illinois
$19K -$159K -927 -89%
BWA
321
BDO Wealth Advisors
Florida
$18K – – –
GAM
322
Gemmer Asset Management
California
$18K – – –
GRP
323
Global Retirement Partners
California
$18K +$11.6K +64 +183%
WCM
324
Whitener Capital Management
North Carolina
$18K +$18K +105 New
LJHT
325
Laurie J. Hall Trustee
$17K – – –
11 12
13
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