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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 %
HT
151
HAP Trading
New York
$1.81M +$1.81M +10,642 New
TJHA
152
Thomas J. Herzfeld Advisors
Florida
$1.8M – – –
ZIG
153
Zurich Insurance Group
Switzerland
$1.79M – – –
Federated Hermes
154
Federated Hermes
Pennsylvania
$1.78M -$260K -1,530 -13%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$1.77M +$1.34M +7,901 +313%
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$1.72M -$3.37M -19,832 -66%
QT
157
Quantbot Technologies
New York
$1.66M +$1.44M +8,452 +655%
AG
158
Aperio Group
California
$1.65M +$181K +1,062 +12%
RA
159
Royce & Associates
New York
$1.6M +$1.6M +9,400 New
MERSOM
160
Municipal Employees' Retirement System of Michigan
Michigan
$1.56M – – –
AIP
161
Ameritas Investment Partners
Nebraska
$1.55M – – –
D.E. Shaw & Co
162
D.E. Shaw & Co
New York
$1.52M +$1.52M +8,918 New
SRAM
163
Stone Ridge Asset Management
New York
$1.5M +$1.5M +8,823 New
Citadel Advisors
164
Citadel Advisors
Florida
$1.5M +$1.5M +8,824 New
CCA
165
Conestoga Capital Advisors
Pennsylvania
$1.47M -$349K -2,050 -19%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$1.38M -$130K -767 -9%
KI
167
Koch Industries
Kansas
$1.37M +$1.37M +8,060 New
Fiera Capital (Canada)
168
Fiera Capital (Canada)
Quebec, Canada
$1.36M +$102K +600 +8%
BRCM
169
Bright Rock Capital Management
Massachusetts
$1.36M +$1.36M +8,000 New
LMGAM
170
Liberty Mutual Group Asset Management
Massachusetts
$1.31M -$40.6K -239 -3%
LSERS
171
Louisiana State Employees Retirement System
Louisiana
$1.31M -$68K -400 -5%
NMERB
172
New Mexico Educational Retirement Board
New Mexico
$1.28M +$1.28M +7,500 New
VIA
173
Vident Investment Advisory
Georgia
$1.26M +$556K +3,270 +79%
Pacer Advisors
174
Pacer Advisors
Pennsylvania
$1.25M +$410K +2,412 +49%
Barclays
175
Barclays
United Kingdom
$1.24M +$965K +5,674 +354%
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