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Watsco
WSO

Overview Fund Activity

293 hedge funds and large institutions have $4.54B invested in Watsco in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 136 increasing their positions, 82 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
42
Increased
136
Reduced
82
Closed
54
Calls
$5.72M
Puts
$10.7M
Net Calls
-$4.98M
Net Calls Change
-$574K

Top Buyers

1
TCM
1
TimesSquare Capital Management
New York
$116M
2
O
2
OppenheimerFunds
New York
$57.3M
3
Ameriprise
3
Ameriprise
Minnesota
$135M
4
DDC
4
DF Dent & Co
Maryland
$52.7M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$63.1M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$0
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$1.87M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$102M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
26
Frontier Capital Management
Massachusetts
$48M -$13.8M -89,495 -22%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$44.7M +$11.4M +73,934 +34%
ESCM
28
Echo Street Capital Management
New York
$44.6M +$11.4M +74,017 +34%
Northern Trust
29
Northern Trust
Illinois
$40.7M +$2.29M +14,851 +6%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$39.7M +$29.9M +193,889 +306%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$39.3M -$15.4M -100,177 -28%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$37M +$1.66M +10,759 +5%
William Blair Investment Management
33
William Blair Investment Management
Illinois
$36.8M -$394K -2,556 -1%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$35.8M +$2.89M +18,713 +9%
Goldman Sachs
35
Goldman Sachs
New York
$33.9M -$4.96M -32,187 -13%
MG
36
Markel Group
Virginia
$33.8M +$3.24M +21,000 +11%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$31.9M -$5.44M -35,270 -15%
GKIM
38
GW&K Investment Management
Massachusetts
$31.8M +$31.8M +206,106 New
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$31M -$381K -2,470 -1%
Charles Schwab
40
Charles Schwab
California
$28.1M -$3.22M -20,912 -10%
Morgan Stanley
41
Morgan Stanley
New York
$27.9M -$31.3M -203,270 -53%
Handelsbanken Fonder
42
Handelsbanken Fonder
Sweden
$27M +$27M +175,000 New
WT
43
Washington Trust
Rhode Island
$25.4M -$274K -1,780 -1%
1C
44
1060 Capital
Colorado
$25.2M -$3M -19,487 -11%
First Trust Advisors
45
First Trust Advisors
Illinois
$24.4M -$7.54M -48,872 -24%
RCAMU
46
Rothschild & Co Asset Management US
Connecticut
$24M +$1.79M +11,636 +8%
NFA
47
Nationwide Fund Advisors
Ohio
$23.9M +$2.53M +16,419 +12%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$22.5M +$4.05M +26,280 +22%
Westfield Capital Management
49
Westfield Capital Management
Massachusetts
$22M -$20M -129,396 -48%
HCM
50
Howland Capital Management
Massachusetts
$21.9M +$11.1K +72 +0.1%
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