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 %
FFW
326
Fusion Family Wealth
New York
$8K
Simplex Trading
327
Simplex Trading
Illinois
$8K +$8K +48 New
PCP
328
Proficio Capital Partners
Massachusetts
$7K
JFGIW
329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K
GRP
330
Global Retirement Partners
California
$6K
MA
331
MCF Advisors
Kentucky
$6K +$6K +32 New
EARNEST Partners
332
EARNEST Partners
Georgia
$4K
RCAG
333
Rehmann Capital Advisory Group
Michigan
$4K +$4K +20 New
TWA
334
TCI Wealth Advisors
Arizona
$4K +$4K +21 New
QI
335
QS Investors
New York
$3K
EFSCE
336
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
CCM
337
Cribstone Capital Management
Maine
$2K
WAP
338
Wealthcare Advisory Partners
Pennsylvania
$2K
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$2K +$2K +10 New
VCM
340
Vigilant Capital Management
Maine
$2K +$2K +12 New
VFA
341
Valeo Financial Advisors
Indiana
$1K
PMFA
342
Plante Moran Financial Advisors
Michigan
$1K +$1K +4 New
APP
343
Avantax Planning Partners
Iowa
$1K +$1K +5 New
Millennium Management
344
Millennium Management
New York
-$63.1M -371,147 Closed
Lord, Abbett & Co
345
Lord, Abbett & Co
New Jersey
-$12.4M -73,000 Closed
Balyasny Asset Management
346
Balyasny Asset Management
Illinois
-$12.1M -70,995 Closed
BCPEM
347
Bain Capital Public Equity Management
Massachusetts
-$6.42M -37,768 Closed
MWNA
348
Marshall Wace North America
New York
-$5.74M -33,779 Closed
SCM
349
Stevens Capital Management
Pennsylvania
-$5.51M -32,410 Closed
Wellington Management Group
350
Wellington Management Group
Massachusetts
-$5.42M -31,886 Closed