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Watsco
WSO

Overview Fund Activity

353 hedge funds and large institutions have $5.58B invested in Watsco in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 132 increasing their positions, 117 reducing their positions, and 33 closing their positions.

Holders
353
Holders Change
+10
Holders Change %
+2.92%
% of All Funds
8.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
45
Increased
132
Reduced
117
Closed
33
Calls
$7.07M
Puts
$8.77M
Net Calls
-$1.7M
Net Calls Change
-$345K

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$217M
2
CSIA
2
Charles Schwab Investment Advisory
California
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$142M
4
Ameriprise
4
Ameriprise
Minnesota
$170M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$501M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$289M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$19M
4
O
4
OppenheimerFunds
New York
$31.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
51
Segall Bryant & Hamill
Illinois
$21.6M +$1.73M +9,727 +9%
Westfield Capital Management
52
Westfield Capital Management
Massachusetts
$20.6M -$4.8M -26,910 -19%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$20.1M -$1.46M -8,200 -7%
Bank of America
54
Bank of America
North Carolina
$19.3M -$2.22M -12,450 -10%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.2M +$2.15M +12,081 +13%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$19M -$40.5M -227,035 -68%
1C
57
1060 Capital
Colorado
$18.7M +$18.7M +105,000 New
BFM
58
Boston Financial Management
Massachusetts
$18.2M +$371K +2,079 +2%
DP
59
Dearborn Partners
Illinois
$18.1M +$17.4M +97,827 +2,649%
Victory Capital Management
60
Victory Capital Management
Texas
$17.5M +$65.4K +367 +0.4%
CIC
61
Crawford Investment Counsel
Georgia
$16.8M -$1.17M -6,589 -7%
RJA
62
Raymond James & Associates
Florida
$16.6M +$9.95M +55,824 +149%
AIA
63
Avalon Investment & Advisory
Texas
$16.4M +$16.4M +91,807 New
APG Asset Management
64
APG Asset Management
Netherlands
$14.7M +$6.35M +41,600 +76%
TCIM
65
TIAA CREF Investment Management
New York
$14.6M -$175K -980 -1%
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$14.6M -$257K -1,440 -2%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$14.3M +$217K +1,216 +2%
MFAM
68
Motley Fool Asset Management
Virginia
$14.3M – – –
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$13.4M +$1.76M +9,846 +15%
FQ
70
First Quadrant
California
$12.4M +$12.4M +69,308 +97,617%
EAM
71
Eagle Asset Management
Florida
$12M +$670K +3,757 +6%
AIG
72
American International Group
New York
$11.5M +$103K +579 +0.9%
Deutsche Bank
73
Deutsche Bank
Germany
$11.5M -$2.73M -15,289 -19%
MFWM
74
Motley Fool Wealth Management
Virginia
$10.8M +$119K +668 +1%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$10M +$27.3K +153 +0.3%
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