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Watsco
WSO

Overview Fund Activity

293 hedge funds and large institutions have $4.54B invested in Watsco in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 136 increasing their positions, 82 reducing their positions, and 54 closing their positions.

Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
42
Increased
136
Reduced
82
Closed
54
Calls
$5.72M
Puts
$10.7M
Net Calls
-$4.98M
Net Calls Change
-$574K

Top Buyers

1
TCM
1
TimesSquare Capital Management
New York
$116M
2
O
2
OppenheimerFunds
New York
$57.3M
3
Ameriprise
3
Ameriprise
Minnesota
$135M
4
DDC
4
DF Dent & Co
Maryland
$52.7M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$63.1M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$0
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$1.87M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$102M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$22M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$399M 2,584,998 -71,563 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$384M 2,489,042 +34,943 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$273M 1,768,107 +48,915 +3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$161M 1,046,200 -14,459 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$158M 1,023,513 +99,041 +11%
Ameriprise
6
Ameriprise
Minnesota
$135M 875,680 +309,675 +55%
State Street
7
State Street
Massachusetts
$123M 799,293 +50,751 +7%
TCM
8
TimesSquare Capital Management
New York
$116M 753,600 +501,450 +199%
Wells Fargo
9
Wells Fargo
California
$116M 751,642 +69,392 +10%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$107M 695,534 +3,854 +0.6%
William Blair & Company
11
William Blair & Company
Illinois
$102M 662,993 +76,844 +13%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$102M 661,813 -173,921 -21%
DC
13
Davenport & Co
Virginia
$99.7M 646,799 +6,635 +1%
T
14
Thomaspartners
Massachusetts
$93.6M 606,929 +41,856 +7%
Invesco
15
Invesco
Georgia
$90.2M 584,642 +118,670 +25%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$84.2M 545,731 +39,153 +8%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$63.1M 409,392 +214,274 +110%
WRF
18
Waddell & Reed Financial
Kansas
$59.5M 385,705 -59,040 -13%
ORI
19
Oak Ridge Investments
Illinois
$58.6M 379,716 -56,918 -13%
CWAM
20
Columbia Wanger Asset Management
Illinois
$58.4M 378,944 +56,931 +18%
O
21
OppenheimerFunds
New York
$57.3M 371,572 +364,513 +5,164%
Capital World Investors
22
Capital World Investors
California
$54M 350,000 – –
AllianceBernstein
23
AllianceBernstein
Tennessee
$53.9M 349,630 -46,592 -12%
DDC
24
DF Dent & Co
Maryland
$52.7M 342,053 +309,509 +951%
Norges Bank
25
Norges Bank
Norway
$50M 324,288 +26,005 +9%
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