346 hedge funds and large institutions have $4.1B invested in Watsco in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-14
Holders Change %
-3.89%
% of All Funds
7.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
51
Increased
117
Reduced
118
Closed
64
Calls
$4.24M
Puts
$5.41M
Net Calls
-$1.17M
Net Calls Change
+$172K
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
301
Flagship Harbor Advisors
Massachusetts
$17K +$139 +1 +0.8%
TF
302
Tompkins Financial
New York
$15K -$9.5K -69 -39%
MA
303
MUFG Americas
New York
$15K -$7.5K -53 -33%
OFS
304
Orrstown Financial Services
Pennsylvania
$15K
LJHT
305
Laurie J. Hall Trustee
$14K
WCM
306
Whitener Capital Management
North Carolina
$14K
GAM
307
Gemmer Asset Management
California
$14K
BWA
308
BDO Wealth Advisors
Florida
$14K
GRP
309
Global Retirement Partners
California
$14K
RFA
310
Reilly Financial Advisors
California
$13K +$4.77K +33 +58%
PRC
311
Pearl River Capital
Michigan
$13K +$13K +92 New
CFGS
312
Concourse Financial Group Securities
Alabama
$12K -$9.57K -71 -44%
HNB
313
Huntington National Bank
Ohio
$11K
VCM
314
Versant Capital Management
Arizona
$10K
TSW
315
Thompson Siegel & Walmsley
Virginia
$10K
IFAM
316
Institutional & Family Asset Management
Colorado
$10K +$3.11K +23 +45%
DWM
317
Destination Wealth Management
California
$8K -$8.58K -59 -52%
QCG
318
Quadrant Capital Group
Ohio
$7K -$1.96K -19 -22%
AOWM
319
Alpha Omega Wealth Management
Virginia
$7K
Schroder Investment Management Group
320
Schroder Investment Management Group
United Kingdom
$6.5K +$6.5K +46,700 New
CFA
321
Carroll Financial Associates
North Carolina
$6K -$136 -1 -2%
JFGIW
322
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
IAS
323
IMA Advisory Services
Colorado
$5K
OIA
324
Optimum Investment Advisors
Illinois
$4K -$55.2K -400 -93%
RWA
325
River Wealth Advisors
Pennsylvania
$4K -$3.87K -30 -49%