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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 %
HCM
51
Howland Capital Management
Massachusetts
$24.4M +$339K +1,995 +1%
Westfield Capital Management
52
Westfield Capital Management
Massachusetts
$22.9M -$214K -1,259 -0.9%
CIC
53
Crawford Investment Counsel
Georgia
$22.7M -$902K -5,304 -4%
Principal Financial Group
54
Principal Financial Group
Iowa
$22.1M +$7.99K +47 +0%
Deutsche Bank
55
Deutsche Bank
Germany
$21.4M +$19.1M +112,051 +800%
AAMU
56
AEGON Asset Management (UK)
United Kingdom
$21.3M -$255K -1,499 -1%
SBH
57
Segall Bryant & Hamill
Illinois
$20.9M -$566K -3,330 -3%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$20.8M -$17K -100 -0.1%
Bank of America
59
Bank of America
North Carolina
$18.6M -$1.89M -11,139 -9%
BFM
60
Boston Financial Management
Massachusetts
$17.1M +$327K +1,924 +2%
TCIM
61
TIAA CREF Investment Management
New York
$15.6M -$699K -4,108 -4%
SEI Investments
62
SEI Investments
Pennsylvania
$15.4M -$288K -1,694 -2%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$14.2M +$133K +777 +0.9%
MFAM
64
Motley Fool Asset Management
Virginia
$13.6M – – –
AP
65
AHL Partners
United Kingdom
$13.4M +$216K +1,270 +2%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$13.3M -$447K -2,629 -3%
Lord, Abbett & Co
67
Lord, Abbett & Co
New Jersey
$12.4M +$12.4M +73,000 New
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$12.1M +$12.1M +70,995 New
Victory Capital Management
69
Victory Capital Management
Texas
$11.9M +$1.18M +6,965 +11%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M +$1.19M +6,995 +11%
EAM
71
Eagle Asset Management
Florida
$11.1M +$130K +764 +1%
AIG
72
American International Group
New York
$10.7M +$180K +1,060 +2%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$10.1M +$582K +3,423 +6%
MFWM
74
Motley Fool Wealth Management
Virginia
$9.9M +$267K +1,572 +3%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$9.56M -$895K -5,264 -9%
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