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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 %
ORI
51
Oak Ridge Investments
Illinois
$16.3M -$1.11M -8,009 -6%
BG
52
Bahl & Gaynor
Ohio
$16.3M -$1.14M -8,184 -7%
TCIM
53
TIAA CREF Investment Management
New York
$16.3M +$4.75M +34,109 +41%
Deutsche Bank
54
Deutsche Bank
Germany
$15.6M +$9.6M +68,985 +159%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$15.6M +$6.27M +45,092 +68%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$15.4M -$320K -2,300 -2%
MFAM
57
Motley Fool Asset Management
Virginia
$15.1M +$3.81M +27,352 +34%
RJA
58
Raymond James & Associates
Florida
$14.8M +$562K +4,040 +4%
AAMU
59
AEGON Asset Management (UK)
United Kingdom
$14.4M -$5.14M -36,962 -26%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$14M +$2.78M +19,990 +25%
DP
61
Dearborn Partners
Illinois
$13.8M -$502K -3,609 -4%
CIC
62
Crawford Investment Counsel
Georgia
$13.2M +$231K +1,659 +2%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$11.1M +$5.33M +38,325 +93%
AIA
64
Avalon Investment & Advisory
Texas
$11M -$775K -5,567 -7%
MFWM
65
Motley Fool Wealth Management
Virginia
$10.6M +$2.24M +16,071 +27%
Victory Capital Management
66
Victory Capital Management
Texas
$10.2M +$502K +3,608 +5%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$9.88M -$1.1M -7,920 -10%
EAM
68
Eagle Asset Management
Florida
$9.47M -$28.2K -203 -0.3%
AIG
69
American International Group
New York
$9.13M +$42.7K +307 +0.5%
PPA
70
Parametric Portfolio Associates
Washington
$9.02M +$533K +3,827 +6%
Swiss National Bank
71
Swiss National Bank
Switzerland
$7.88M +$111K +800 +1%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$7.38M +$1.33M +9,585 +22%
SYBT
73
Stock Yards Bank & Trust
Kentucky
$7.32M +$153K +1,102 +2%
GWI
74
Grace & White Inc
New York
$7.22M – – –
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$7.19M -$3.95M -28,380 -35%
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