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Watsco
WSO

Overview Fund Activity

307 hedge funds and large institutions have $4.07B invested in Watsco in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+22
Holders Change %
+7.72%
% of All Funds
7.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
56
Increased
141
Reduced
72
Closed
28
Calls
$3.27M
Puts
$7.67M
Net Calls
-$4.4M
Net Calls Change
-$5.22M

Top Buyers

1
BlackRock
1
BlackRock
New York
$380M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$246M
3
T
3
Thomaspartners
Massachusetts
$80.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$351M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$43M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.78M
2
Goldman Sachs
2
Goldman Sachs
New York
$36.1M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$38.9M
4
O
4
OppenheimerFunds
New York
$1.01M
5
ORI
5
Oak Ridge Investments
Illinois
$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$38.9M -$28.9M -201,602 -43%
TCM
27
TimesSquare Capital Management
New York
$36.1M +$11M +76,950 +44%
Goldman Sachs
28
Goldman Sachs
New York
$36.1M -$30.5M -212,935 -46%
Northern Trust
29
Northern Trust
Illinois
$35.7M +$3.96M +27,627 +12%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$34.6M +$1.8M +12,602 +5%
William Blair Investment Management
31
William Blair Investment Management
Illinois
$34.5M +$4.21M +29,423 +14%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$32.8M +$1.34M +9,334 +4%
Federated Hermes
33
Federated Hermes
Pennsylvania
$31.7M +$29.7M +207,526 +1,508%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$31M +$27.4M +191,685 +783%
ESCM
35
Echo Street Capital Management
New York
$30.9M +$12.1M +84,693 +65%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$30.6M +$5.32M +37,131 +21%
First Trust Advisors
37
First Trust Advisors
Illinois
$29.7M +$8.44M +58,979 +40%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$29.1M -$745K -5,200 -2%
Charles Schwab
39
Charles Schwab
California
$29.1M +$10.1M +70,352 +53%
MG
40
Markel Group
Virginia
$28.4M +$1.36M +9,500 +5%
Kayne Anderson Rudnick Investment Management
41
Kayne Anderson Rudnick Investment Management
California
$27.9M +$10.1M +70,485 +57%
1C
42
1060 Capital
Colorado
$26.2M +$26.2M +183,155 New
WT
43
Washington Trust
Rhode Island
$23.9M -$1.09M -7,602 -4%
DekaBank Deutsche Girozentrale
44
DekaBank Deutsche Girozentrale
Germany
$20.6M +$322K +2,250 +2%
RCAMU
45
Rothschild & Co Asset Management US
Connecticut
$20.6M +$987K +6,891 +5%
HCM
46
Howland Capital Management
Massachusetts
$20.3M -$750K -5,241 -4%
NFA
47
Nationwide Fund Advisors
Ohio
$19.9M -$2.24M -15,654 -10%
SCM
48
Sandler Capital Management
New York
$19.3M +$6.18M +43,164 +47%
AQR Capital Management
49
AQR Capital Management
Connecticut
$18.9M -$3.19M -22,264 -14%
Renaissance Technologies
50
Renaissance Technologies
New York
$18M +$9.91M +69,200 +123%
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