WSO icon

Watsco
WSO

Overview Fund Activity

293 hedge funds and large institutions have $4.54B invested in Watsco in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 136 increasing their positions, 82 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
42
Increased
136
Reduced
82
Closed
54
Calls
$5.72M
Puts
$10.7M
Net Calls
-$4.98M
Net Calls Change
-$574K

Top Buyers

1
TCM
1
TimesSquare Capital Management
New York
$116M
2
O
2
OppenheimerFunds
New York
$57.3M
3
Ameriprise
3
Ameriprise
Minnesota
$135M
4
DDC
4
DF Dent & Co
Maryland
$52.7M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$63.1M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$0
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$1.87M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$102M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
76
Eagle Asset Management
Florida
$8.97M +$45.5K +295 +0.5%
AIM
77
Artemis Investment Management
United Kingdom
$8.67M +$8.67M +56,259 New
MFWM
78
Motley Fool Wealth Management
Virginia
$8.59M +$4.12M +26,717 +92%
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$8.47M -$1.25M -8,100 -13%
GWI
80
Grace & White Inc
New York
$8.43M -$139K -900 -2%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$8.31M +$366K +2,372 +5%
Swiss National Bank
82
Swiss National Bank
Switzerland
$7.81M +$92.5K +600 +1%
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.73M -$1.76M -11,401 -19%
CT
84
Cambridge Trust
Massachusetts
$7.58M +$37.5K +243 +0.5%
IECM
85
Intrinsic Edge Capital Management
Illinois
$7.53M +$7.53M +48,804 New
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$7.4M -$123K -800 -2%
CRC
87
Curi RMB Capital
Illinois
$7.38M +$41.3K +268 +0.6%
HI
88
Handelsinvest Investeringsforvaltning
Denmark
$6.94M +$6.94M +45,000 New
PPA
89
Parametric Portfolio Associates
Washington
$6.76M +$3.36M +21,773 +99%
SYBT
90
Stock Yards Bank & Trust
Kentucky
$6.37M +$6.37M +41,296 New
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$5.93M +$161K +1,041 +3%
AQR Capital Management
92
AQR Capital Management
Connecticut
$5.92M -$14.5M -93,725 -71%
Wellington Management Group
93
Wellington Management Group
Massachusetts
$5.65M +$5.65M +36,655 New
Natixis Advisors
94
Natixis Advisors
Massachusetts
$5.5M +$3.13M +20,322 +133%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$5.49M +$880K +5,710 +19%
IP
96
Interval Partners
New York
$5.4M +$306K +1,986 +6%
RJA
97
Raymond James & Associates
Florida
$4.99M +$1.38M +8,931 +38%
Deutsche Bank
98
Deutsche Bank
Germany
$4.85M -$7.68M -49,851 -61%
FTIOP
99
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.81M +$4.49M +29,118 +1,390%
TA
100
Teachers Advisors
New York
$4.77M -$1.03M -6,696 -18%
2 3
4
5 6