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Watsco
WSO

Overview Fund Activity

341 hedge funds and large institutions have $5.15B invested in Watsco in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 127 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+45
Holders Change %
+15.2%
% of All Funds
7.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
70
Increased
127
Reduced
89
Closed
23
Calls
$5.17M
Puts
$918K
Net Calls
+$4.25M
Net Calls Change
+$4.03M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$63.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$352M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$31.8M
4
Deutsche Bank
4
Deutsche Bank
Germany
$21.4M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$71.5M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$2.56M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$28.7M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
ORI
5
Oak Ridge Investments
Illinois
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$45.9M +$17M +100,007 +59%
Los Angeles Capital Management
27
Los Angeles Capital Management
California
$43.8M – – –
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$42.8M +$1.6M +9,420 +4%
Northern Trust
29
Northern Trust
Illinois
$41.7M -$2.31M -13,582 -5%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$41.5M -$594K -3,494 -1%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$40.7M +$112K +660 +0.3%
MG
32
Markel Group
Virginia
$40M – – –
FCM
33
Frontier Capital Management
Massachusetts
$39M -$765K -4,498 -2%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$36.6M +$16.1M +94,545 +78%
Charles Schwab
35
Charles Schwab
California
$35.8M +$3.06M +18,001 +9%
GKIM
36
GW&K Investment Management
Massachusetts
$34.4M -$429K -2,524 -1%
Mitsubishi UFJ Trust & Banking
37
Mitsubishi UFJ Trust & Banking
Japan
$33.3M -$621K -3,650 -2%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$33.2M -$3.7M -21,769 -10%
Renaissance Technologies
39
Renaissance Technologies
New York
$31.8M +$31.8M +186,900 New
ORI
40
Oak Ridge Investments
Illinois
$31.1M -$14.3M -83,843 -31%
First Trust Advisors
41
First Trust Advisors
Illinois
$30.5M +$2.38M +13,987 +8%
WT
42
Washington Trust
Rhode Island
$29.6M +$847K +4,982 +3%
RCAMU
43
Rothschild & Co Asset Management US
Connecticut
$29.6M +$171K +1,005 +0.6%
CWAM
44
Columbia Wanger Asset Management
Illinois
$28.7M -$36.1M -212,143 -56%
Handelsbanken Fonder
45
Handelsbanken Fonder
Sweden
$28.1M – – –
William Blair Investment Management
46
William Blair Investment Management
Illinois
$27.7M -$12.4M -72,640 -31%
RP
47
Riverbridge Partners
Minnesota
$27M -$726K -4,267 -3%
Goldman Sachs
48
Goldman Sachs
New York
$26.1M -$8.55M -50,304 -25%
BG
49
Bahl & Gaynor
Ohio
$25.4M +$2.03M +11,935 +9%
CIPU
50
Caledonia Investments plc (UK)
United Kingdom
$24.6M – – –
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