WSO icon

Watsco
WSO

Overview Fund Activity

214 hedge funds and large institutions have $2.23B invested in Watsco in 2013 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 67 reducing their positions, and 23 closing their positions.

Holders
214
Holders Change
+15
Holders Change %
+7.54%
% of All Funds
6.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
81
Reduced
67
Closed
23
Calls
$3.48M
Puts
$11.5M
Net Calls
-$8.03M
Net Calls Change
+$9.07M

Top Buyers

1
KI
1
Kalmar Investments
Delaware
$61.8M
2
SCA
2
SAC Capital Advisors
Connecticut
$55.3M
3
BIT
3
BlackRock Institutional Trust
California
$109M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$96.5M
5
State Street
5
State Street
Massachusetts
$108M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$140M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$74.5M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$14.7M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
76
Amici Capital
New York
$3.26M +$3.26M +33,900 New
First Trust Advisors
77
First Trust Advisors
Illinois
$3.2M +$1.73M +17,960 +117%
Retirement Systems of Alabama
78
Retirement Systems of Alabama
Alabama
$3.17M – – –
Citadel Advisors
79
Citadel Advisors
Florida
$3.15M -$149K -1,552 -5%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$3.14M +$3.14M +32,639 New
GC
81
Guggenheim Capital
Illinois
$2.87M +$1.5M +15,547 +110%
TPSF
82
Texas Permanent School Fund
Texas
$2.74M -$1.63K -17 -0.1%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$2.71M +$1.34M +13,998 +99%
NPIT
84
National Penn Investors Trust
Pennsylvania
$2.4M -$69.9K -728 -3%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$2.19M -$302K -3,144 -12%
Swiss National Bank
86
Swiss National Bank
Switzerland
$2.09M +$19.2K +200 +0.9%
Mackenzie Financial
87
Mackenzie Financial
Ontario, Canada
$2.08M +$718K +7,471 +53%
ProShare Advisors
88
ProShare Advisors
Maryland
$2.06M +$263K +2,740 +15%
IMIM
89
Irving Magee Investment Management
Pennsylvania
$2.06M – – –
Comerica Bank
90
Comerica Bank
Texas
$2.02M -$395K -4,116 -16%
SFM
91
Systematic Financial Management
New Jersey
$1.93M +$1.93M +20,120 New
BA
92
BlackRock Advisors
Delaware
$1.91M +$427K +4,447 +29%
ASRS
93
Arizona State Retirement System
Arizona
$1.85M -$192K -2,000 -9%
TJHA
94
Thomas J. Herzfeld Advisors
Florida
$1.76M +$28.8K +300 +2%
AAM
95
Advisors Asset Management
Colorado
$1.75M -$712K -7,410 -29%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$1.7M – – –
MOACM
97
Mutual of America Capital Management
New York
$1.66M +$18.1K +188 +1%
SFP
98
Santa Fe Partners
New Mexico
$1.65M +$1.65M +17,158 New
Federated Hermes
99
Federated Hermes
Pennsylvania
$1.64M -$345K -3,587 -17%
NB
100
Norinchukin Bank
Japan
$1.63M -$240K -2,500 -13%
2 3
4
5 6