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Watsco
WSO

Overview Fund Activity

370 hedge funds and large institutions have $4.28B invested in Watsco in 2019 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 171 increasing their positions, 80 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+24
Holders Change %
+6.94%
% of All Funds
8.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
62
Increased
171
Reduced
80
Closed
36
Calls
$6.16M
Puts
$7.66M
Net Calls
-$1.5M
Net Calls Change
-$339K

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$115M
2
FMI
2
Fiduciary Management Inc
Wisconsin
$30.9M
3
SIC
3
Schwartz Investment Counsel
Michigan
$25.2M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$22.6M
5
RFC
5
Regions Financial Corp
Alabama
$18.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$44.7M
2
Capital World Investors
2
Capital World Investors
California
$189M
3
Ameriprise
3
Ameriprise
Minnesota
$67.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.3M
5
RCAMU
5
Rothschild & Co Asset Management US
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
51
Riverbridge Partners
Minnesota
$18.3M -$1.16M -8,110 -6%
DDC
52
DF Dent & Co
Maryland
$18.1M -$2.34M -16,336 -11%
FCM
53
Frontier Capital Management
Massachusetts
$17M -$1.15M -8,022 -6%
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$16.8M +$9.39M +65,560 +127%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$16.3M +$451K +3,150 +3%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$16.1M -$2.14M -14,927 -12%
MFWM
57
Motley Fool Wealth Management
Virginia
$16M +$5.09M +35,536 +46%
ORI
58
Oak Ridge Investments
Illinois
$15.6M -$1.14M -7,928 -7%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$14.7M +$291K +2,033 +2%
AAMU
60
AEGON Asset Management (UK)
United Kingdom
$14.5M -$338K -2,360 -2%
CIC
61
Crawford Investment Counsel
Georgia
$14.4M +$771K +5,386 +6%
TCIM
62
TIAA CREF Investment Management
New York
$12.7M -$4.05M -28,251 -24%
Citadel Advisors
63
Citadel Advisors
Florida
$12.3M -$11.2M -78,482 -48%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$12.1M +$671K +4,683 +6%
USAA
65
United Services Automobile Association
Texas
$11.6M +$10.9M +75,932 +1,540%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$10.5M +$370K +2,584 +4%
EAM
67
Eagle Asset Management
Florida
$10.4M +$619K +4,323 +6%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$10.1M -$5.94M -41,499 -37%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$9.54M +$2.41M +16,851 +34%
PPA
70
Parametric Portfolio Associates
Washington
$9.22M -$57.4K -401 -0.6%
AIG
71
American International Group
New York
$9.2M -$196K -1,369 -2%
Millennium Management
72
Millennium Management
New York
$8.9M -$12.7M -88,979 -59%
William Blair Investment Management
73
William Blair Investment Management
Illinois
$8.77M +$8.77M +61,235 New
Squarepoint
74
Squarepoint
New York
$8.71M +$5.9M +41,196 +210%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$8.63M +$1.03M +7,209 +14%
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