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

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$2.56M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$166M
3
CWAM
Columbia Wanger Asset Management
Illinois
$28.7M
4
NFA
Nationwide Fund Advisors
Ohio
$0
5
ORI
Oak Ridge Investments
Illinois
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
126
Assured Investment Management
New York
$3.13M +$3.13M +18,380 New
Canada Life
127
Canada Life
Manitoba, Canada
$3.1M -$62K -365 -2%
US Bancorp
128
US Bancorp
Minnesota
$3.1M +$400K +2,355 +15%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$3.08M +$3.08M +18,100 New
Squarepoint
130
Squarepoint
New York
$3.03M +$3.03M +17,810 New
RAM
131
Redmond Asset Management
Virginia
$3M +$26.9K +158 +0.9%
Point72 Asset Management
132
Point72 Asset Management
Connecticut
$2.96M +$2.96M +17,400 New
Two Sigma Advisers
133
Two Sigma Advisers
New York
$2.83M +$2.83M +16,666 New
AIM
134
Arcadia Investment Management
Michigan
$2.66M +$861K +5,065 +48%
Brown Advisory
135
Brown Advisory
Maryland
$2.59M +$113K +662 +5%
VOYA Investment Management
136
VOYA Investment Management
Georgia
$2.56M -$74.6M -438,847 -97%
MSA
137
Mason Street Advisors
Wisconsin
$2.56M -$7.82K -46 -0.3%
LWCFA
138
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.51M +$533K +3,135 +27%
VV
139
Verity & Verity
South Carolina
$2.43M -$51.3K -302 -2%
Stifel Financial
140
Stifel Financial
Missouri
$2.37M +$226K +1,331 +11%
FIM
141
Freedom Investment Management
Connecticut
$2.25M +$206K +1,212 +10%
SIA
142
Sit Investment Associates
Minnesota
$2.13M +$493K +2,900 +30%
MAM
143
Meeder Asset Management
Ohio
$2.11M +$2.03M +11,950 +2,667%
RFC
144
Regions Financial Corp
Alabama
$2.09M +$1.63M +9,616 +362%
FDS
145
Freedom Day Solutions
Texas
$2.05M +$2.05M +12,040 New
NA
146
Navellier & Associates
Nevada
$2.02M +$2.02M +11,870 New
AAM
147
Advisors Asset Management
Colorado
$1.98M +$119K +701 +6%
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$1.93M +$20.9K +123 +1%
SOMRS
149
State of Michigan Retirement System
Michigan
$1.87M -$68K -400 -4%
SG Americas Securities
150
SG Americas Securities
New York
$1.86M +$1.64M +9,618 +716%
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