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Watsco
WSO

Overview Fund Activity

296 hedge funds and large institutions have $4.79B invested in Watsco in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
7.39%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
44
Increased
119
Reduced
86
Closed
38
Calls
$3.9M
Puts
$3.67M
Net Calls
+$226K
Net Calls Change
+$5.2M

Top Buyers

1
William Blair & Company
1
William Blair & Company
Illinois
$145M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$202M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$73.1M
4
DDC
4
DF Dent & Co
Maryland
$69.3M
5
O
5
OppenheimerFunds
New York
$73.7M

Top Sellers

1
1C
1
1060 Capital
Colorado
$0
2
TCM
2
TimesSquare Capital Management
New York
$100M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
ORI
4
Oak Ridge Investments
Illinois
$43M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRF
26
Waddell & Reed Financial
Kansas
$46.3M -$15.8M -98,135 -25%
ORI
27
Oak Ridge Investments
Illinois
$43M -$18.2M -112,691 -30%
Northern Trust
28
Northern Trust
Illinois
$41.7M -$865K -5,372 -2%
Los Angeles Capital Management
29
Los Angeles Capital Management
California
$41.5M +$19.3K +120 +0%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$39.9M -$1.21M -7,482 -3%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$39.1M +$379K +2,350 +1%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$38.4M +$986K +6,121 +3%
MG
33
Markel Group
Virginia
$37.9M +$2.58M +16,000 +7%
William Blair Investment Management
34
William Blair Investment Management
Illinois
$37.9M -$498K -3,094 -1%
FCM
35
Frontier Capital Management
Massachusetts
$37.7M -$12.4M -77,277 -25%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$34.9M +$1.65M +10,216 +5%
GKIM
37
GW&K Investment Management
Massachusetts
$33M -$203K -1,261 -0.6%
Goldman Sachs
38
Goldman Sachs
New York
$32.9M -$2.56M -15,911 -7%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$32.1M -$274K -1,700 -0.8%
Charles Schwab
40
Charles Schwab
California
$31M +$1.67M +10,376 +6%
RCAMU
41
Rothschild & Co Asset Management US
Connecticut
$27.9M +$2.86M +17,769 +11%
Morgan Stanley
42
Morgan Stanley
New York
$27.4M -$1.7M -10,528 -6%
WT
43
Washington Trust
Rhode Island
$27.3M +$694K +4,307 +3%
First Trust Advisors
44
First Trust Advisors
Illinois
$26.7M +$1.14M +7,053 +4%
Handelsbanken Fonder
45
Handelsbanken Fonder
Sweden
$26.6M -$1.61M -10,000 -6%
RP
46
Riverbridge Partners
Minnesota
$26.3M +$10.7M +66,240 +68%
NFA
47
Nationwide Fund Advisors
Ohio
$24.3M -$723K -4,487 -3%
CIPU
48
Caledonia Investments plc (UK)
United Kingdom
$23.3M +$8.77M +54,478 +61%
HCM
49
Howland Capital Management
Massachusetts
$22.8M -$47.5K -295 -0.2%
CIC
50
Crawford Investment Counsel
Georgia
$22.4M +$328K +2,038 +1%
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