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Watsco
WSO

Overview Fund Activity

341 hedge funds and large institutions have $5.15B invested in Watsco in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 127 increasing their positions, 89 reducing their positions, and 23 closing their positions.

Holders
341
Holders Change
+45
Holders Change %
+15.2%
% of All Funds
7.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
70
Increased
127
Reduced
89
Closed
23
Calls
$5.17M
Puts
$918K
Net Calls
+$4.25M
Net Calls Change
+$4.03M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$63.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$352M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$31.8M
4
Deutsche Bank
4
Deutsche Bank
Germany
$21.4M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$71.5M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$2.56M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$28.7M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
ORI
5
Oak Ridge Investments
Illinois
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$456M 2,682,903 +105,677 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$438M 2,578,430 +66,895 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$352M 2,072,770 +240,349 +13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$166M 974,049 -282,201 -22%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$164M 964,294 -51,763 -5%
William Blair & Company
6
William Blair & Company
Illinois
$157M 922,942 +19,622 +2%
State Street
7
State Street
Massachusetts
$144M 849,102 +18,449 +2%
Ameriprise
8
Ameriprise
Minnesota
$138M 813,647 -28,346 -3%
Wells Fargo
9
Wells Fargo
California
$131M 768,615 +3,569 +0.5%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$125M 733,513 +32,218 +5%
DC
11
Davenport & Co
Virginia
$109M 643,753 -1,841 -0.3%
T
12
Thomaspartners
Massachusetts
$106M 625,174 +2,929 +0.5%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$100M 589,387 -27,220 -4%
Invesco
14
Invesco
Georgia
$93.4M 549,351 -16,103 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$92.7M 545,314 -4,109 -0.7%
TCM
16
TimesSquare Capital Management
New York
$91.8M 539,800 -83,600 -13%
DDC
17
DF Dent & Co
Maryland
$82.3M 484,258 +54,133 +13%
O
18
OppenheimerFunds
New York
$78.8M 463,255 +5,878 +1%
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$71.5M 420,315 +111,155 +36%
AllianceBernstein
20
AllianceBernstein
Tennessee
$66.5M 390,862 -32,610 -8%
Millennium Management
21
Millennium Management
New York
$63.1M 371,147 +371,147 New
Capital World Investors
22
Capital World Investors
California
$59.5M 350,000 – –
Norges Bank
23
Norges Bank
Norway
$58.8M 346,036 +21,748 +7%
ESCM
24
Echo Street Capital Management
New York
$55.9M 328,884 +22,292 +7%
WRF
25
Waddell & Reed Financial
Kansas
$48.2M 283,180 -4,390 -2%
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