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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 %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$7.16M +$135K +973 +2%
SEI Investments
77
SEI Investments
Pennsylvania
$6.95M – – –
TD Asset Management
78
TD Asset Management
Ontario, Canada
$6.93M +$2.79M +20,060 +67%
CRC
79
Curi RMB Capital
Illinois
$6.81M +$569K +4,088 +9%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.61M +$1.46M +10,499 +28%
HI
81
Handelsinvest Investeringsforvaltning
Denmark
$6.54M – – –
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$6.42M – – –
Legal & General Group
83
Legal & General Group
United Kingdom
$6.41M +$175K +1,261 +3%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$6.31M -$125K -900 -2%
CT
85
Cambridge Trust
Massachusetts
$6.25M -$561K -4,032 -8%
Canada Pension Plan Investment Board
86
Canada Pension Plan Investment Board
Ontario, Canada
$6.04M +$3.81M +27,400 +171%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$5.97M +$74.3K +534 +1%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$5.8M -$2.53M -18,195 -30%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$5.54M +$112K +806 +2%
FTIOP
90
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.3M +$969K +6,965 +22%
UBS AM
91
UBS AM
Illinois
$5.02M -$526K -3,777 -9%
TA
92
Teachers Advisors
New York
$4.98M – – –
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$4.72M +$4.26M +30,640 +942%
BTS
94
BB&T Securities
Virginia
$4.48M +$123K +882 +3%
LG
95
LaFleur & Godfrey
Michigan
$4.39M +$215K +1,546 +5%
RBA
96
Richard Bernstein Advisors
New York
$4.38M – – –
BST
97
Bath Savings Trust
Maine
$3.98M -$66.1K -475 -2%
Man Group
98
Man Group
United Kingdom
$3.96M -$1.88M -13,519 -32%
MOACM
99
Mutual of America Capital Management
New York
$3.9M +$89.2K +641 +2%
AAM
100
Advisors Asset Management
Colorado
$3.79M +$235K +1,688 +7%
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4
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