343 hedge funds and large institutions have $5.6B invested in Watsco in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 147 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+2
Holders Change %
+0.59%
% of All Funds
7.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
147
Reduced
93
Closed
40
Calls
$4.47M
Puts
$5.82M
Net Calls
-$1.35M
Net Calls Change
-$5.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
201
Luther King Capital Management (LKCM)
Texas
$684K -$146K -807 -18%
FCM
202
Flinton Capital Management
Pennsylvania
$680K +$313K +1,728 +85%
DP
203
Dearborn Partners
Illinois
$668K +$35.8K +198 +6%
OI
204
Oakbrook Investments
Illinois
$667K +$61.5K +340 +10%
CGH
205
Crossmark Global Holdings
Texas
$657K -$22.3K -123 -3%
PVH
206
Psagot Value Holdings
Israel
$651K
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$651K +$651K +3,595 New
CCM
208
Cadence Capital Management
Massachusetts
$623K +$181 +1 +0%
Envestnet Asset Management
209
Envestnet Asset Management
Illinois
$607K -$359K -1,982 -37%
HSBC Holdings
210
HSBC Holdings
United Kingdom
$602K +$214K +1,179 +55%
DF
211
Donoghue Forlines
Massachusetts
$602K +$602K +3,327 New
CC
212
ClearArc Capital
Ohio
$595K +$5.43K +30 +0.9%
Holocene Advisors
213
Holocene Advisors
New York
$591K -$136K -752 -19%
PTC
214
Private Trust Company
Ohio
$582K
Rafferty Asset Management
215
Rafferty Asset Management
New York
$555K -$277K -1,530 -33%
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$551K -$32.2K -178 -6%
DIM
217
DC Investments Management
Virginia
$551K +$551K +3,044 New
ProShare Advisors
218
ProShare Advisors
Maryland
$529K +$8.69K +48 +2%
AWM
219
Avior Wealth Management
Nebraska
$510K -$3.44K -19 -0.7%
Treasurer of the State of North Carolina
220
Treasurer of the State of North Carolina
North Carolina
$509K +$509K +2,812 New
SOADOR
221
State of Alaska Department of Revenue
Alaska
$503K +$105K +580 +26%
CI
222
Conning Inc
Connecticut
$492K +$492K +2,720 New
XK
223
Xact Kapitalforvaltning
Sweden
$463K
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$463K +$362 +2 +0.1%
LCS
225
Levin Capital Strategies
New York
$452K +$181K +1,000 +67%