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Watsco
WSO

Overview Fund Activity

360 hedge funds and large institutions have $5.44B invested in Watsco in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 125 increasing their positions, 131 reducing their positions, and 33 closing their positions.

Holders
360
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
8.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
41
Increased
125
Reduced
131
Closed
33
Calls
$5.59M
Puts
$6.93M
Net Calls
-$1.34M
Net Calls Change
+$358K

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$281M
2
Ameriprise
2
Ameriprise
Minnesota
$208M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$25.1M
4
Millennium Management
4
Millennium Management
New York
$19.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$511M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$224M
2
BlackRock
2
BlackRock
New York
$626M
3
O
3
OppenheimerFunds
New York
$1.32M
4
ESCM
4
Echo Street Capital Management
New York
$40.2M
5
CC
5
Carlson Capital
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$46M 258,555 +22,853 +10%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$45.2M 253,722 +2,961 +1%
ESCM
28
Echo Street Capital Management
New York
$40.2M 225,744 -131,659 -37%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$38.6M 216,510 +2,996 +1%
Handelsbanken Fonder
30
Handelsbanken Fonder
Sweden
$33.4M 187,800 – –
GKIM
31
GW&K Investment Management
Massachusetts
$33M 185,240 -3,822 -2%
Mitsubishi UFJ Trust & Banking
32
Mitsubishi UFJ Trust & Banking
Japan
$31.8M 178,590 -4,030 -2%
First Trust Advisors
33
First Trust Advisors
Illinois
$31.3M 175,921 -28,554 -14%
FCM
34
Frontier Capital Management
Massachusetts
$31.1M 174,451 -49,873 -22%
RCAMU
35
Rothschild & Co Asset Management US
Connecticut
$30.5M 170,994 -3,927 -2%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$30.3M 173,585 -99,121 -36%
WT
37
Washington Trust
Rhode Island
$29.2M 164,227 -5,063 -3%
William Blair Investment Management
38
William Blair Investment Management
Illinois
$28M 157,391 -1,083 -0.7%
CIPU
39
Caledonia Investments plc (UK)
United Kingdom
$28M 156,978 – –
RP
40
Riverbridge Partners
Minnesota
$26.3M 147,468 -3,326 -2%
CC
41
Chicago Capital
Illinois
$26.2M 147,079 +12,968 +10%
WRF
42
Waddell & Reed Financial
Kansas
$26M 146,020 -29,910 -17%
Principal Financial Group
43
Principal Financial Group
Iowa
$25.9M 145,193 +1,856 +1%
HCM
44
Howland Capital Management
Massachusetts
$25.4M 142,455 +1,051 +0.7%
AAMU
45
AEGON Asset Management (UK)
United Kingdom
$25.1M 140,830 -17,989 -11%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$25.1M 140,711 +140,711 New
DekaBank Deutsche Girozentrale
47
DekaBank Deutsche Girozentrale
Germany
$22.6M 129,200 -860 -0.7%
BG
48
Bahl & Gaynor
Ohio
$22.3M 125,152 -7,403 -6%
ORI
49
Oak Ridge Investments
Illinois
$22.3M 125,094 -10,018 -7%
BFM
50
Boston Financial Management
Massachusetts
$20.9M 117,614 +15,484 +15%
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