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Watsco
WSO

Overview Fund Activity

341 hedge funds and large institutions have $5.15B invested in Watsco in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 127 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+45
Holders Change %
+15.2%
% of All Funds
7.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
70
Increased
127
Reduced
89
Closed
23
Calls
$5.17M
Puts
$918K
Net Calls
+$4.25M
Net Calls Change
+$4.03M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$63.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$352M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$31.8M
4
Deutsche Bank
4
Deutsche Bank
Germany
$21.4M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$71.5M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$2.56M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$28.7M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
ORI
5
Oak Ridge Investments
Illinois
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWNA
101
Marshall Wace North America
New York
$5.74M +$5.74M +33,779 New
SCM
102
Stevens Capital Management
Pennsylvania
$5.51M +$4.18M +24,592 +315%
TA
103
Teachers Advisors
New York
$5.5M +$68.9K +405 +1%
Wellington Management Group
104
Wellington Management Group
Massachusetts
$5.42M -$219K -1,290 -4%
FTIOP
105
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.12M +$78.7K +463 +2%
LG
106
LaFleur & Godfrey
Michigan
$4.71M -$8.5K -50 -0.2%
BST
107
Bath Savings Trust
Maine
$4.65M +$330K +1,940 +8%
BTS
108
BB&T Securities
Virginia
$4.64M +$269K +1,582 +6%
Comerica Bank
109
Comerica Bank
Texas
$4.43M -$402K -2,270 -8%
MOACM
110
Mutual of America Capital Management
New York
$4.3M +$21.4K +126 +0.5%
UBS Group
111
UBS Group
Switzerland
$4.09M -$1.33M -7,817 -25%
QIM
112
Quantitative Investment Management
Virginia
$3.94M +$3.3M +19,400 +511%
KCP
113
KDI Capital Partners
North Carolina
$3.85M -$4.96M -29,202 -56%
ASRS
114
Arizona State Retirement System
Arizona
$3.74M +$807K +4,743 +28%
PPC
115
Precision Path Capital
New York
$3.57M +$3.57M +21,000 New
TPSF
116
Texas Permanent School Fund
Texas
$3.51M -$264K -1,553 -7%
Prudential Financial
117
Prudential Financial
New Jersey
$3.34M +$64.6K +380 +2%
WDA
118
Wendell David Associates
New Hampshire
$3.32M +$273K +1,605 +9%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$3.29M +$2M +11,761 +155%
MIM
120
MetLife Investment Management
New Jersey
$3.28M +$3.28M +19,307 New
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$3.26M +$417K +2,451 +15%
Truist Financial
122
Truist Financial
North Carolina
$3.19M -$88.1K -518 -3%
Citigroup
123
Citigroup
New York
$3.16M +$71.1K +418 +2%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$3.16M -$349K -2,050 -10%
Asset Management One
125
Asset Management One
Japan
$3.14M -$1.16M -6,770 -27%
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