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Watsco
WSO

Overview Fund Activity

185 hedge funds and large institutions have $2.01B invested in Watsco in 2013 Q2 according to their latest regulatory filings, with 185 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+185
Holders Change %
–
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
185
Increased
–
Reduced
–
Closed
–
Calls
$4.58M
Puts
$11.6M
Net Calls
-$7.03M
Net Calls Change
-$7.03M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
26
Royce & Associates
New York
$16.4M +$16.4M +195,502 New
William Blair & Company
27
William Blair & Company
Illinois
$11.9M +$11.9M +142,311 New
BIM
28
BlackRock Investment Management
Delaware
$11.2M +$11.2M +133,631 New
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$10.9M +$10.9M +129,548 New
Wellington Management Group
30
Wellington Management Group
Massachusetts
$10.4M +$10.4M +123,755 New
Geode Capital Management
31
Geode Capital Management
Massachusetts
$10.4M +$10.4M +123,473 New
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$10M +$10M +119,608 New
TCIM
33
TIAA CREF Investment Management
New York
$9.22M +$9.22M +109,803 New
HCM
34
Howland Capital Management
Massachusetts
$9.08M +$9.08M +108,093 New
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9M +$9M +107,193 New
B
36
Baird
Wisconsin
$8.96M +$8.96M +106,685 New
Charles Schwab
37
Charles Schwab
California
$7.98M +$7.98M +92,642 New
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$7.19M +$7.19M +85,585 New
AIG
39
American International Group
New York
$6.9M +$6.9M +82,200 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$6.88M +$6.88M +81,953 New
CANY
41
Caxton Associates (New York)
New York
$6.73M +$6.73M +80,132 New
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$6.69M +$6.69M +79,628 New
NFA
43
Nationwide Fund Advisors
Ohio
$6.36M +$6.36M +75,687 New
Principal Financial Group
44
Principal Financial Group
Iowa
$5.97M +$5.97M +71,132 New
GWI
45
Grace & White Inc
New York
$5.89M +$5.89M +70,100 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$5.46M +$5.46M +65,018 New
Ameriprise
47
Ameriprise
Minnesota
$5.37M +$5.37M +63,924 New
Citadel Advisors
48
Citadel Advisors
Florida
$5.3M +$5.3M +63,081 New
CS
49
Credit Suisse
Switzerland
$5.28M +$5.28M +62,914 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$5.1M +$5.1M +60,733 New
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