WSO icon

Watsco
WSO

Overview Fund Activity

214 hedge funds and large institutions have $2.23B invested in Watsco in 2013 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 67 reducing their positions, and 23 closing their positions.

Holders
214
Holders Change
+15
Holders Change %
+7.54%
% of All Funds
6.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
81
Reduced
67
Closed
23
Calls
$3.48M
Puts
$11.5M
Net Calls
-$8.03M
Net Calls Change
+$9.07M

Top Buyers

1
KI
1
Kalmar Investments
Delaware
$61.8M
2
SCA
2
SAC Capital Advisors
Connecticut
$55.3M
3
BIT
3
BlackRock Institutional Trust
California
$109M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$96.5M
5
State Street
5
State Street
Massachusetts
$108M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$140M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$74.5M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$14.7M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
26
Washington Trust
Rhode Island
$19.1M -$726K -7,561 -4%
Morgan Stanley
27
Morgan Stanley
New York
$17.9M +$11.9M +123,764 +199%
Renaissance Technologies
28
Renaissance Technologies
New York
$16.6M +$16.2M +168,300 +3,506%
William Blair & Company
29
William Blair & Company
Illinois
$15.5M +$451K +4,698 +3%
KCP
30
KDI Capital Partners
North Carolina
$15.2M +$15.2M +158,301 New
ESCM
31
Echo Street Capital Management
New York
$15.2M +$15.2M +157,949 New
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$14.7M -$40M -416,286 -73%
RA
33
Royce & Associates
New York
$13.6M -$3.07M -32,000 -18%
TCIM
34
TIAA CREF Investment Management
New York
$13.4M +$3.07M +31,947 +30%
BIM
35
BlackRock Investment Management
Delaware
$13.2M -$208K -2,162 -2%
CII
36
CR Intrinsic Investors
Connecticut
$13M +$13M +135,000 New
B
37
Baird
Wisconsin
$12.5M +$1.22M +12,746 +11%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$12.5M +$1.15M +11,958 +10%
HCMT
39
Highland Capital Management (Texas)
Texas
$11.8M +$11.8M +123,150 New
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$11.7M +$1.58M +16,466 +16%
TI
41
Turner Investments
Pennsylvania
$11.3M +$11.3M +117,700 New
PP
42
Paloma Partners
Connecticut
$10.9M +$10.3M +107,134 +1,623%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$10.9M -$116K -1,210 -1%
ACH
44
ArrowMark Colorado Holdings
Colorado
$10.8M -$18M -187,081 -62%
Prudential Financial
45
Prudential Financial
New Jersey
$10.8M +$2.37M +24,700 +28%
HCM
46
Howland Capital Management
Massachusetts
$10.8M +$28.3K +295 +0.3%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$10.4M +$78.4K +816 +0.8%
TA
48
Teachers Advisors
New York
$10.4M +$6.96M +72,450 +204%
Deutsche Bank
49
Deutsche Bank
Germany
$10.2M +$3.33M +34,697 +48%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$10.1M +$561K +5,838 +6%
1
2
3 4 5