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Watsco
WSO

Overview Fund Activity

296 hedge funds and large institutions have $4.79B invested in Watsco in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
7.39%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
44
Increased
119
Reduced
86
Closed
38
Calls
$3.9M
Puts
$3.67M
Net Calls
+$226K
Net Calls Change
+$5.2M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
$145M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$202M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$73.1M
4
DDC
DF Dent & Co
Maryland
$69.3M
5
O
OppenheimerFunds
New York
$73.7M

Top Sellers

1
1C
1060 Capital
Colorado
$0
2
TCM
TimesSquare Capital Management
New York
$100M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
ORI
Oak Ridge Investments
Illinois
$43M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$2.03M +$304K +1,878 +18%
FIM
127
Freedom Investment Management
Connecticut
$1.93M +$95.5K +593 +5%
Federated Hermes
128
Federated Hermes
Pennsylvania
$1.93M -$24.3K -151 -1%
LWCFA
129
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.87M +$1.2M +7,470 +180%
SOMRS
130
State of Michigan Retirement System
Michigan
$1.84M -$177K -1,100 -9%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$1.81M -$11K -68 -0.6%
AAM
132
Advisors Asset Management
Colorado
$1.77M -$9.5K -59 -0.5%
CCA
133
Conestoga Capital Advisors
Pennsylvania
$1.72M +$1.72M +10,694 New
TJHA
134
Thomas J. Herzfeld Advisors
Florida
$1.71M – – –
AIM
135
Arcadia Investment Management
Michigan
$1.7M +$144K +895 +9%
ZIG
136
Zurich Insurance Group
Switzerland
$1.69M – – –
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$1.59M -$316K -1,962 -17%
SIA
138
Sit Investment Associates
Minnesota
$1.55M +$652K +4,045 +72%
MERSOM
139
Municipal Employees' Retirement System of Michigan
Michigan
$1.48M -$409K -2,540 -22%
HSBC Holdings
140
HSBC Holdings
United Kingdom
$1.47M +$1.26M +7,805 +591%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$1.43M -$138K -859 -9%
Simplex Trading
142
Simplex Trading
Illinois
$1.4M +$1.38M +8,555 +7,504%
AG
143
Aperio Group
California
$1.39M +$413K +2,563 +42%
AIP
144
Ameritas Investment Partners
Nebraska
$1.34M – – –
LSERS
145
Louisiana State Employees Retirement System
Louisiana
$1.31M +$32.2K +200 +3%
LMGAM
146
Liberty Mutual Group Asset Management
Massachusetts
$1.28M -$580K -3,602 -31%
SCM
147
Stevens Capital Management
Pennsylvania
$1.26M +$1.26M +7,818 New
RJFSA
148
Raymond James Financial Services Advisors
Florida
$1.22M +$15.6K +97 +1%
CSS
149
Cubist Systematic Strategies
Connecticut
$1.22M +$926K +5,747 +316%
Fiera Capital (Canada)
150
Fiera Capital (Canada)
Quebec, Canada
$1.19M +$306K +1,900 +35%
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