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Watsco
WSO

Overview Fund Activity

346 hedge funds and large institutions have $4.1B invested in Watsco in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-14
Holders Change %
-3.89%
% of All Funds
7.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
51
Increased
117
Reduced
118
Closed
64
Calls
$4.24M
Puts
$5.41M
Net Calls
-$1.17M
Net Calls Change
+$172K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$445M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$29.3M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$155M
4
Citadel Advisors
4
Citadel Advisors
Florida
$22.9M
5
BlackRock
5
BlackRock
New York
$510M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
Ameriprise
2
Ameriprise
Minnesota
$94.3M
3
DDC
3
DF Dent & Co
Maryland
$19.8M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$19.2M
5
ESCM
5
Echo Street Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
26
Handelsbanken Fonder
Sweden
$29.6M +$3.48M +25,000 +13%
First Trust Advisors
27
First Trust Advisors
Illinois
$29.5M +$4.98M +35,805 +20%
Renaissance Technologies
28
Renaissance Technologies
New York
$29.3M +$29.3M +210,502 New
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$27.9M -$2.23M -16,006 -7%
BFM
30
Boston Financial Management
Massachusetts
$25.8M +$9.39M +67,493 +57%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$25.5M +$1.37M +9,877 +6%
GKIM
32
GW&K Investment Management
Massachusetts
$24.7M -$1.03M -7,368 -4%
EIP
33
Epoch Investment Partners
New York
$24.7M +$11.8M +84,479 +91%
RCAMU
34
Rothschild & Co Asset Management US
Connecticut
$23.6M -$182K -1,307 -0.8%
Citadel Advisors
35
Citadel Advisors
Florida
$22.9M +$22.6M +162,101 +7,110%
WT
36
Washington Trust
Rhode Island
$22.5M -$316K -2,273 -1%
Mitsubishi UFJ Trust & Banking
37
Mitsubishi UFJ Trust & Banking
Japan
$22.2M -$2.6M -18,713 -10%
CIPU
38
Caledonia Investments plc (UK)
United Kingdom
$21.8M – – –
Bank of America
39
Bank of America
North Carolina
$21.4M +$8.29M +59,609 +63%
Millennium Management
40
Millennium Management
New York
$21M +$5.94M +42,701 +39%
WRF
41
Waddell & Reed Financial
Kansas
$20.3M +$12.5K +90 +0.1%
CC
42
Chicago Capital
Illinois
$20.2M -$261K -1,878 -1%
DDC
43
DF Dent & Co
Maryland
$19.8M -$49.9M -358,329 -72%
Principal Financial Group
44
Principal Financial Group
Iowa
$19.8M -$359K -2,582 -2%
HCM
45
Howland Capital Management
Massachusetts
$19.2M -$588K -4,224 -3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$19.2M -$48.3M -347,248 -72%
RP
47
Riverbridge Partners
Minnesota
$18.9M -$1.6M -11,498 -8%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$17.8M +$11.8M +84,736 +198%
FCM
49
Frontier Capital Management
Massachusetts
$17.6M -$6.63M -47,650 -27%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.4M +$479K +3,445 +3%
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