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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 %
SCM
126
Stevens Capital Management
Pennsylvania
$2.19M +$946K +6,799 +76%
Stifel Financial
127
Stifel Financial
Missouri
$2.19M -$62.8K -454 -3%
SBH
128
Segall Bryant & Hamill
Illinois
$2.11M -$373K -2,680 -15%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$2.09M -$1.34M -9,600 -39%
NIA
130
Northstar Investment Advisors
Colorado
$2.08M +$2.08M +14,973 New
OCG
131
Opus Capital Group
Ohio
$2.01M +$2.01M +14,456 New
VV
132
Verity & Verity
South Carolina
$2M -$86.1K -619 -4%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$1.93M +$1.93M +13,892 New
SWP
134
Stratos Wealth Partners
Ohio
$1.9M +$76.7K +551 +4%
AIM
135
Assured Investment Management
New York
$1.85M +$980K +7,046 +112%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$1.84M +$31.9K +229 +2%
Barclays
137
Barclays
United Kingdom
$1.83M -$129K -928 -7%
Point72 Asset Management
138
Point72 Asset Management
Connecticut
$1.77M -$17.8M -128,011 -91%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$1.76M – – –
RJFSA
140
Raymond James Financial Services Advisors
Florida
$1.75M +$3.62K +26 +0.2%
CCM
141
Campbell Capital Management
Florida
$1.74M +$1.74M +12,530 New
NA
142
Navellier & Associates
Nevada
$1.74M -$93.8K -674 -5%
AIM
143
Arcadia Investment Management
Michigan
$1.73M -$933K -6,705 -35%
FIM
144
Freedom Investment Management
Connecticut
$1.66M -$190K -1,362 -10%
TAM
145
Tocqueville Asset Management
New York
$1.61M +$437K +3,142 +37%
American Century Companies
146
American Century Companies
Missouri
$1.6M -$46.8K -336 -3%
SOMRS
147
State of Michigan Retirement System
Michigan
$1.59M -$69.6K -500 -4%
US Bancorp
148
US Bancorp
Minnesota
$1.55M -$25.6K -184 -2%
Federated Hermes
149
Federated Hermes
Pennsylvania
$1.54M -$110K -792 -7%
FDS
150
Freedom Day Solutions
Texas
$1.53M -$49.8K -358 -3%
4 5
6
7 8