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Watsco
WSO

Overview Fund Activity

285 hedge funds and large institutions have $3.57B invested in Watsco in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 94 reducing their positions, and 23 closing their positions.

Holders
285
Holders Change
+13
Holders Change %
+4.78%
% of All Funds
7.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
38
Increased
113
Reduced
94
Closed
23
Calls
$4.21M
Puts
$3.39M
Net Calls
+$813K
Net Calls Change
+$1.01M

Top Buyers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$70.1M
2
Wells Fargo
2
Wells Fargo
California
$97.3M
3
WRF
3
Waddell & Reed Financial
Kansas
$77.3M
4
SCM
4
Sandler Capital Management
New York
$13.6M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$157M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$115M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$17.2M
3
Millennium Management
3
Millennium Management
New York
$37.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$130M
5
ORI
5
Oak Ridge Investments
Illinois
$83.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$287M 1,936,484 +73,490 +4%
BFA
2
BlackRock Fund Advisors
California
$162M 1,092,893 +34,347 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$157M 1,061,998 +74,760 +8%
BIT
4
BlackRock Institutional Trust
California
$135M 913,802 +60,330 +7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$131M 885,283 +23,724 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$130M 876,846 -101,300 -10%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$115M 775,199 -336,506 -30%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$106M 712,505 -340 -0%
State Street
9
State Street
Massachusetts
$99M 668,343 -14,380 -2%
Wells Fargo
10
Wells Fargo
California
$97.3M 657,224 +169,119 +35%
DC
11
Davenport & Co
Virginia
$94.8M 640,058 +3,786 +0.6%
ORI
12
Oak Ridge Investments
Illinois
$83.8M 565,531 -97,639 -15%
William Blair & Company
13
William Blair & Company
Illinois
$80.9M 546,449 +5,267 +1%
WRF
14
Waddell & Reed Financial
Kansas
$77.3M 521,785 +147,085 +39%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$70.1M 473,519 +188,447 +66%
Goldman Sachs
16
Goldman Sachs
New York
$68.9M 465,000 +11,901 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$64.7M 436,600 +23,366 +6%
FCM
18
Frontier Capital Management
Massachusetts
$63.9M 431,078 -39,427 -8%
Invesco
19
Invesco
Georgia
$62.7M 423,546 -84,709 -17%
AllianceBernstein
20
AllianceBernstein
Tennessee
$60.5M 408,151 -44,822 -10%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$53.1M 358,371 -24,942 -7%
Capital World Investors
22
Capital World Investors
California
$51.8M 350,000 – –
CWAM
23
Columbia Wanger Asset Management
Illinois
$49.5M 334,248 -25,717 -7%
Morgan Stanley
24
Morgan Stanley
New York
$47.7M 322,158 +70,976 +28%
Ameriprise
25
Ameriprise
Minnesota
$39.9M 269,046 +72,339 +37%
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