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Watsco
WSO

Overview Fund Activity

343 hedge funds and large institutions have $5.6B invested in Watsco in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 147 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+2
Holders Change %
+0.59%
% of All Funds
7.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
45
Increased
147
Reduced
93
Closed
40
Calls
$4.47M
Puts
$5.82M
Net Calls
-$1.35M
Net Calls Change
-$5.6M

Top Buyers

1
BlackRock
1
BlackRock
New York
$657M
2
Capital World Investors
2
Capital World Investors
California
$102M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$138M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$406M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$18.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60.4M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$15M
4
TCM
4
TimesSquare Capital Management
New York
$74.9M
5
William Blair & Company
5
William Blair & Company
Illinois
$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
51
DekaBank Deutsche Girozentrale
Germany
$23M +$12M +68,210 +109%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$21.9M -$271K -1,500 -1%
Bank of America
53
Bank of America
North Carolina
$21.8M +$2M +11,057 +10%
SBH
54
Segall Bryant & Hamill
Illinois
$20.2M -$2.03M -11,213 -9%
Renaissance Technologies
55
Renaissance Technologies
New York
$19.5M -$14.3M -79,100 -42%
Adage Capital Partners
56
Adage Capital Partners
Massachusetts
$18.7M +$18.7M +103,360 New
CIC
57
Crawford Investment Counsel
Georgia
$18.2M -$5.93M -32,786 -25%
BFM
58
Boston Financial Management
Massachusetts
$18.1M -$132K -731 -0.7%
Victory Capital Management
59
Victory Capital Management
Texas
$17.7M +$4.98M +27,502 +39%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.3M +$4.88M +26,963 +39%
CC
61
Chicago Capital
Illinois
$17M +$17M +94,050 New
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$15M -$31.5M -174,226 -68%
TCIM
63
TIAA CREF Investment Management
New York
$15M -$1.55M -8,578 -9%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$14.8M -$160K -887 -1%
MFAM
65
Motley Fool Asset Management
Virginia
$14.5M – – –
Deutsche Bank
66
Deutsche Bank
Germany
$14.4M -$8.42M -46,513 -37%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$14.3M +$74.7K +413 +0.5%
GAM
68
Gotham Asset Management
New York
$13.1M +$5.42M +29,956 +71%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$13M +$9.98M +55,151 +331%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$11.8M +$1.03M +5,670 +10%
AIG
71
American International Group
New York
$11.6M +$151K +837 +1%
EAM
72
Eagle Asset Management
Florida
$11.5M -$370K -2,042 -3%
MFWM
73
Motley Fool Wealth Management
Virginia
$10.8M +$295K +1,630 +3%
SCM
74
Sandler Capital Management
New York
$10.2M +$10.2M +56,560 New
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$10.1M -$30.6K -169 -0.3%
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