WSO icon

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 %
SEC
201
Seven Eight Capital
New York
$626K +$626K +4,500 New
CCM
202
Cox Capital Management
Massachusetts
$596K – – –
DTL
203
Dynamic Technology Lab
Singapore
$556K +$556K +3,990 New
Franklin Resources
204
Franklin Resources
California
$553K +$126K +908 +30%
MCIM
205
Meadow Creek Investment Management
Georgia
$551K – – –
TAM
206
THB Asset Management
Connecticut
$547K – – –
SAM
207
Securian Asset Management
Minnesota
$546K – – –
SSA
208
Schonfeld Strategic Advisors
New York
$514K -$377K -2,710 -42%
PGAM
209
Princeton Global Asset Management
New Jersey
$500K +$500K +3,596 New
ACM
210
AlphaCrest Capital Management
New York
$473K +$473K +3,400 New
VFA
211
Voya Financial Advisors
Connecticut
$470K +$103K +747 +28%
AWM
212
Avior Wealth Management
Nebraska
$469K +$63K +453 +16%
RCM
213
Riverhead Capital Management
Delaware
$457K – – –
GCP
214
GSA Capital Partners
United Kingdom
$450K +$450K +3,232 New
Simplex Trading
215
Simplex Trading
Illinois
$425K +$410K +2,945 +2,653%
GC
216
Guggenheim Capital
Illinois
$423K -$228K -1,640 -35%
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$423K +$1.81K +13 +0.4%
Marshall Wace
218
Marshall Wace
United Kingdom
$407K +$407K +2,924 New
FCM
219
Flinton Capital Management
Pennsylvania
$401K – – –
PTC
220
Private Trust Company
Ohio
$396K – – –
SG Americas Securities
221
SG Americas Securities
New York
$388K -$1.14M -8,222 -75%
CI
222
Conning Inc
Connecticut
$378K – – –
PIA
223
Piedmont Investment Advisors
North Carolina
$377K +$119K +851 +46%
CGH
224
Crossmark Global Holdings
Texas
$374K -$68.2K -490 -15%
GCA
225
Gideon Capital Advisors
New York
$360K +$360K +2,589 New
7 8
9
10 11