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Watsco
WSO

Overview Fund Activity

307 hedge funds and large institutions have $4.07B invested in Watsco in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+22
Holders Change %
+7.72%
% of All Funds
7.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
56
Increased
141
Reduced
72
Closed
28
Calls
$3.27M
Puts
$7.67M
Net Calls
-$4.4M
Net Calls Change
-$5.22M

Top Buyers

1
BlackRock
BlackRock
New York
$380M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$246M
3
T
Thomaspartners
Massachusetts
$80.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$351M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$43M

Top Sellers

1
Millennium Management
Millennium Management
New York
$4.78M
2
Goldman Sachs
Goldman Sachs
New York
$36.1M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$38.9M
4
O
OppenheimerFunds
New York
$1.01M
5
ORI
Oak Ridge Investments
Illinois
$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Stevens Capital Management
Pennsylvania
$2.54M +$439K +3,069 +21%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$2.52M -$117K -820 -4%
SAM
128
Symphony Asset Management
California
$2.35M -$438K -3,057 -16%
AIM
129
Assured Investment Management
New York
$2.28M +$596K +4,166 +35%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$2.19M +$2.19M +15,317 New
Squarepoint
131
Squarepoint
New York
$2.16M +$1.62M +11,288 +300%
VV
132
Verity & Verity
South Carolina
$2.11M +$2.11M +14,728 New
MSA
133
Mason Street Advisors
Wisconsin
$2.05M +$330K +2,303 +19%
MERSOM
134
Municipal Employees' Retirement System of Michigan
Michigan
$2.01M +$325K +2,270 +19%
US Bancorp
135
US Bancorp
Minnesota
$2.01M +$176K +1,227 +10%
LMGAM
136
Liberty Mutual Group Asset Management
Massachusetts
$1.96M +$386K +2,696 +25%
AL
137
Airain Ltd
Guernsey
$1.92M +$1.33M +9,260 +223%
RAM
138
Redmond Asset Management
Virginia
$1.91M +$2.15K +15 +0.1%
ASRS
139
Arizona State Retirement System
Arizona
$1.8M +$291K +2,033 +19%
SOMRS
140
State of Michigan Retirement System
Michigan
$1.76M +$272K +1,900 +18%
BST
141
Bath Savings Trust
Maine
$1.76M +$1.76M +12,260 New
SCA
142
Secor Capital Advisors
New York
$1.61M +$1.38M +9,621 +585%
NA
143
Navellier & Associates
Nevada
$1.59M +$1.59M +11,114 New
OPERF
144
Oregon Public Employees Retirement Fund
Oregon
$1.54M +$272K +1,900 +21%
DCM
145
Driehaus Capital Management
Illinois
$1.52M +$204K +1,426 +16%
TJHA
146
Thomas J. Herzfeld Advisors
Florida
$1.52M +$71.6K +500 +5%
ZIG
147
Zurich Insurance Group
Switzerland
$1.5M – – –
1832 Asset Management
148
1832 Asset Management
Ontario, Canada
$1.44M -$1.35M -9,457 -49%
NSEDCP
149
NJ State Employees Deferred Compensation Plan
New Jersey
$1.43M – – –
FIM
150
Freedom Investment Management
Connecticut
$1.42M +$1.42M +9,939 New
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