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Watsco
WSO

Overview Fund Activity

353 hedge funds and large institutions have $5.58B invested in Watsco in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 132 increasing their positions, 117 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+10
Holders Change %
+2.92%
% of All Funds
8.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
45
Increased
132
Reduced
117
Closed
33
Calls
$7.07M
Puts
$8.77M
Net Calls
-$1.7M
Net Calls Change
-$345K

Top Buyers

1
Capital World Investors
Capital World Investors
California
$217M
2
CSIA
Charles Schwab Investment Advisory
California
$111M
3
Morgan Stanley
Morgan Stanley
New York
$142M
4
Ameriprise
Ameriprise
Minnesota
$170M
5
Vanguard Group
Vanguard Group
Pennsylvania
$501M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$289M
2
TCM
TimesSquare Capital Management
New York
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19M
4
O
OppenheimerFunds
New York
$31.2M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
126
Truist Financial
North Carolina
$3.11M -$221K -1,240 -7%
AIM
127
Arcadia Investment Management
Michigan
$3.02M +$147K +825 +5%
MSA
128
Mason Street Advisors
Wisconsin
$2.93M +$64K +359 +2%
Stifel Financial
129
Stifel Financial
Missouri
$2.86M +$105K +589 +4%
CCA
130
Conestoga Capital Advisors
Pennsylvania
$2.86M +$940K +5,275 +49%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$2.76M -$11.9M -66,560 -81%
VIA
132
Vident Investment Advisory
Georgia
$2.73M +$924K +5,186 +51%
VV
133
Verity & Verity
South Carolina
$2.71M +$8.02K +45 +0.3%
LWCFA
134
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.63M – – –
JWM
135
Jackson Wealth Management
Florida
$2.54M +$2.54M +14,928 New
RFC
136
Regions Financial Corp
Alabama
$2.48M -$360K -2,021 -13%
FIM
137
Freedom Investment Management
Connecticut
$2.43M +$44.6K +250 +2%
American Century Companies
138
American Century Companies
Missouri
$2.42M -$297K -1,668 -11%
NA
139
Navellier & Associates
Nevada
$2.36M +$107K +603 +5%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$2.22M +$189K +1,060 +9%
Brown Advisory
141
Brown Advisory
Maryland
$2.22M -$2.14K -12 -0.1%
SWP
142
Stratos Wealth Partners
Ohio
$2.21M +$2.19M +12,304 +14,475%
Federated Hermes
143
Federated Hermes
Pennsylvania
$2.19M -$186K -1,041 -8%
RJFSA
144
Raymond James Financial Services Advisors
Florida
$2.18M -$514K -2,883 -19%
SOMRS
145
State of Michigan Retirement System
Michigan
$2.1M +$17.8K +100 +0.9%
FDS
146
Freedom Day Solutions
Texas
$2.08M +$12.5K +70 +0.6%
AG
147
Aperio Group
California
$1.97M -$143K -803 -7%
MC
148
Middleton & Co
Massachusetts
$1.93M +$519K +2,910 +37%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$1.88M -$1.61K -9 -0.1%
ZIG
150
Zurich Insurance Group
Switzerland
$1.87M – – –
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