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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 %
PCP
326
Proficio Capital Partners
Massachusetts
$7K – – –
FFW
327
Fusion Family Wealth
New York
$7K +$7K +45 New
GRP
328
Global Retirement Partners
California
$6K – – –
JFGIW
329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
STA
330
Summit Trail Advisors
New York
$6K +$6K +35 New
EARNEST Partners
331
EARNEST Partners
Georgia
$4K +$4K +23 New
QI
332
QS Investors
New York
$3K -$750 -4 -20%
EFSCE
333
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
DAM
335
Delta Asset Management
Tennessee
$2K – – –
WWM
336
Willingdon Wealth Management
North Carolina
$2K +$2K +13 New
CCM
337
Cribstone Capital Management
Maine
$2K +$2K +13 New
VFA
338
Valeo Financial Advisors
Indiana
$1K – – –
WA
339
Winfield Associates
Ohio
$1K – – –
GI
340
Gradient Investments
Minnesota
$1K +$1K +3 New
CTA
341
Carillon Tower Advisers
Florida
$697 +$697 +4,103 New
NFA
342
Nationwide Fund Advisors
Ohio
– -$24.3M -150,803 Closed
PI
343
Putnam Investments
Massachusetts
– -$9.62M -59,752 Closed
SSA
344
Schonfeld Strategic Advisors
New York
– -$8.11M -50,335 Closed
AIM
345
Artemis Investment Management
United Kingdom
– -$6.36M -39,467 Closed
MPAM
346
Monarch Partners Asset Management
Massachusetts
– -$5.11M -31,692 Closed
Simplex Trading
347
Simplex Trading
Illinois
– -$1.4M -8,669 Closed
CA
348
Cetera Advisors
Colorado
– -$1.14M -7,100 Closed
TCM
349
TVR Capital Management
Connecticut
– -$806K -5,000 Closed
WAM
350
Wolverine Asset Management
Illinois
– -$805K -5,000 Closed
11 12 13
14
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