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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 %
CS
101
Credit Suisse
Switzerland
$3.75M +$88.1K +633 +2%
SAM
102
Southernsun Asset Management
Tennessee
$3.58M +$3.58M +25,692 New
CCA
103
Conestoga Capital Advisors
Pennsylvania
$3.42M +$550K +3,950 +19%
FAM
104
Fenimore Asset Management
New York
$3.34M +$1.39M +10,000 +71%
WDA
105
Wendell David Associates
New Hampshire
$3.25M +$54.3K +390 +2%
ASRS
106
Arizona State Retirement System
Arizona
$3.21M +$40.8K +293 +1%
Comerica Bank
107
Comerica Bank
Texas
$3.17M +$55.2K +374 +2%
Citigroup
108
Citigroup
New York
$2.96M -$709K -5,098 -19%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$2.94M -$196K -1,406 -6%
TPSF
110
Texas Permanent School Fund
Texas
$2.92M +$118K +850 +4%
LWCFA
111
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.91M +$852K +6,125 +42%
RA
112
Royce & Associates
New York
$2.88M -$974K -7,000 -25%
TI
113
Trexquant Investment
Connecticut
$2.88M +$2.88M +20,680 New
Squarepoint
114
Squarepoint
New York
$2.73M -$122K -877 -4%
MIM
115
MetLife Investment Management
New Jersey
$2.73M -$5.43K -39 -0.2%
Prudential Financial
116
Prudential Financial
New Jersey
$2.71M -$146K -1,049 -5%
UBS Group
117
UBS Group
Switzerland
$2.7M -$2.18M -15,659 -45%
Canada Life
118
Canada Life
Manitoba, Canada
$2.57M +$248K +1,919 +11%
RAM
119
Redmond Asset Management
Virginia
$2.56M +$27.7K +199 +1%
Truist Financial
120
Truist Financial
North Carolina
$2.51M +$100K +719 +4%
RFC
121
Regions Financial Corp
Alabama
$2.34M +$233K +1,678 +11%
MSA
122
Mason Street Advisors
Wisconsin
$2.34M +$50.1K +360 +2%
WF
123
Welch & Forbes
Massachusetts
$2.3M +$2.3M +16,518 New
Russell Investments Group
124
Russell Investments Group
United Kingdom
$2.21M -$1.63M -11,693 -42%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$2.21M -$385K -2,765 -15%
3 4
5
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