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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 %
Legal & General Group
101
Legal & General Group
United Kingdom
$4.74M +$656K +4,253 +16%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$4.62M +$114K +740 +3%
LG
103
LaFleur & Godfrey
Michigan
$4.3M +$38.5K +250 +0.9%
UBS AM
104
UBS AM
Illinois
$4.18M +$956K +6,201 +30%
KCP
105
KDI Capital Partners
North Carolina
$4.17M – – –
BTS
106
BB&T Securities
Virginia
$3.97M +$1.16M +7,528 +41%
MOACM
107
Mutual of America Capital Management
New York
$3.88M +$139K +899 +4%
CGI
108
CI Global Investments
California
$3.86M +$3.86M +25,000 New
CS
109
Credit Suisse
Switzerland
$3.85M -$4.18M -27,110 -52%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$3.84M +$1.13M +7,300 +41%
Luther King Capital Management (LKCM)
111
Luther King Capital Management (LKCM)
Texas
$3.84M -$1.08M -7,030 -22%
Asset Management One
112
Asset Management One
Japan
$3.84M – – –
AP
113
AHL Partners
United Kingdom
$3.56M -$1.87M -12,121 -34%
TPSF
114
Texas Permanent School Fund
Texas
$3.42M +$32.4K +210 +1%
Truist Financial
115
Truist Financial
North Carolina
$3.22M -$88.8K -576 -3%
BST
116
Bath Savings Trust
Maine
$3.16M +$1.27M +8,209 +67%
SAM
117
Scopus Asset Management
New York
$3.08M +$3.08M +20,000 New
Prudential Financial
118
Prudential Financial
New Jersey
$2.92M +$10.2K +66 +0.4%
Canada Life
119
Canada Life
Manitoba, Canada
$2.84M +$60.3K +391 +2%
RAM
120
Redmond Asset Management
Virginia
$2.75M +$693K +4,497 +34%
Citigroup
121
Citigroup
New York
$2.7M -$77.2K -501 -3%
BCM
122
BlueCrest Capital Management
Jersey
$2.65M +$2.65M +17,160 New
UBS Group
123
UBS Group
Switzerland
$2.53M -$2.53M -16,439 -50%
MSA
124
Mason Street Advisors
Wisconsin
$2.29M +$78K +506 +4%
VV
125
Verity & Verity
South Carolina
$2.26M -$13.9K -90 -0.6%
3 4
5
6 7