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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 %
CIC
51
Crawford Investment Counsel
Georgia
$21.1M +$13.7M +88,890 +186%
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$19.9M +$2.39M +15,500 +14%
Principal Financial Group
53
Principal Financial Group
Iowa
$19.2M -$25.8K -167 -0.1%
BG
54
Bahl & Gaynor
Ohio
$18.4M +$412K +2,675 +2%
RP
55
Riverbridge Partners
Minnesota
$14.9M +$14.9M +96,823 New
AAMU
56
AEGON Asset Management (UK)
United Kingdom
$14.9M +$1.18M +7,631 +9%
SEI Investments
57
SEI Investments
Pennsylvania
$14.7M +$4.22M +27,375 +40%
TCIM
58
TIAA CREF Investment Management
New York
$14.3M -$548K -3,551 -4%
SCM
59
Sandler Capital Management
New York
$14.2M -$6.6M -42,814 -32%
BFM
60
Boston Financial Management
Massachusetts
$14.1M +$1.76M +11,390 +14%
CIPU
61
Caledonia Investments plc (UK)
United Kingdom
$13.9M +$3.64M +23,600 +36%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$13.3M -$123K -800 -0.9%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$13.3M +$518K +3,359 +4%
SBH
64
Segall Bryant & Hamill
Illinois
$13M +$12.1M +78,146 +1,287%
MPAM
65
Monarch Partners Asset Management
Massachusetts
$12.8M -$139K -900 -1%
MFAM
66
Motley Fool Asset Management
Virginia
$12.3M +$9.48M +61,500 +332%
Bank of America
67
Bank of America
North Carolina
$10.8M -$2.41M -15,656 -18%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$10.5M +$1.4M +9,077 +15%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.99M +$72.3K +469 +0.7%
Comerica Bank
70
Comerica Bank
Texas
$9.75M +$6.2M +41,670 +175%
AIG
71
American International Group
New York
$9.6M +$269K +1,747 +3%
DekaBank Deutsche Girozentrale
72
DekaBank Deutsche Girozentrale
Germany
$9.56M -$12.4M -81,230 -56%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$9.47M -$594K -3,850 -6%
Retirement Systems of Alabama
74
Retirement Systems of Alabama
Alabama
$9.36M +$314K +2,035 +3%
PI
75
Putnam Investments
Massachusetts
$9.02M +$617K +4,002 +7%
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