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Watsco
WSO

Overview Fund Activity

185 hedge funds and large institutions have $2.01B invested in Watsco in 2013 Q2 according to their latest regulatory filings, with 185 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
185
Holders Change
+185
Holders Change %
–
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
185
Increased
–
Reduced
–
Closed
–
Calls
$4.58M
Puts
$11.6M
Net Calls
-$7.03M
Net Calls Change
-$7.03M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$317M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$204M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$123M
4
FCM
4
Frontier Capital Management
Massachusetts
$103M
5
State Street
5
State Street
Massachusetts
$82.2M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
BlackRock Fund Advisors
California
$317M 3,779,756 +3,779,756 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$204M 2,428,803 +2,428,803 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$123M 1,468,485 +1,468,485 New
FCM
4
Frontier Capital Management
Massachusetts
$103M 1,230,645 +1,230,645 New
State Street
5
State Street
Massachusetts
$82.2M 979,496 +979,496 New
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$75.5M 899,784 +899,784 New
BIT
7
BlackRock Institutional Trust
California
$69.4M 826,265 +826,265 New
ORI
8
Oak Ridge Investments
Illinois
$63.5M 756,061 +756,061 New
Neuberger Berman Group
9
Neuberger Berman Group
New York
$57.8M 687,929 +687,929 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$56M 666,735 +666,735 New
Westfield Capital Management
11
Westfield Capital Management
Massachusetts
$51.2M 609,812 +609,812 New
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$51M 607,617 +607,617 New
WRF
13
Waddell & Reed Financial
Kansas
$47.3M 562,979 +562,979 New
Invesco
14
Invesco
Georgia
$44.3M 528,144 +528,144 New
Northern Trust
15
Northern Trust
Illinois
$43.2M 514,462 +514,462 New
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$41.4M 492,650 +492,650 New
AIM
17
Aster Investment Management
California
$39.5M 469,900 +469,900 New
DC
18
Davenport & Co
Virginia
$37.5M 446,789 +446,789 New
Capital Research Global Investors
19
Capital Research Global Investors
California
$26.6M 316,700 +316,700 New
Capital World Investors
20
Capital World Investors
California
$25.2M 300,000 +300,000 New
Goldman Sachs
21
Goldman Sachs
New York
$24.2M 287,930 +287,930 New
TCM
22
TimesSquare Capital Management
New York
$22.4M 267,000 +267,000 New
Norges Bank
23
Norges Bank
Norway
$19.7M 234,292 +234,292 New
WT
24
Washington Trust
Rhode Island
$17.5M 208,381 +208,381 New
Millennium Management
25
Millennium Management
New York
$17.2M 205,296 +205,296 New
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