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Watsco
WSO

Overview Fund Activity

353 hedge funds and large institutions have $5.58B invested in Watsco in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 132 increasing their positions, 117 reducing their positions, and 33 closing their positions.

Holders
353
Holders Change
+10
Holders Change %
+2.92%
% of All Funds
8.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
45
Increased
132
Reduced
117
Closed
33
Calls
$7.07M
Puts
$8.77M
Net Calls
-$1.7M
Net Calls Change
-$345K

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$217M
2
CSIA
2
Charles Schwab Investment Advisory
California
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$142M
4
Ameriprise
4
Ameriprise
Minnesota
$170M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$501M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$289M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$19M
4
O
4
OppenheimerFunds
New York
$31.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$665M 3,727,767 +99,687 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$501M 2,812,725 +148,104 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$289M 1,622,368 -622,312 -28%
Capital World Investors
4
Capital World Investors
California
$217M 1,218,785 +653,500 +116%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$185M 1,037,445 -2,053 -0.2%
Ameriprise
6
Ameriprise
Minnesota
$170M 954,054 +153,177 +19%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$159M 892,220 -27,526 -3%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$156M 876,510 +55,562 +7%
State Street
9
State Street
Massachusetts
$146M 819,217 -31,401 -4%
William Blair & Company
10
William Blair & Company
Illinois
$143M 803,249 -19,611 -2%
Morgan Stanley
11
Morgan Stanley
New York
$142M 799,023 +565,744 +243%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$138M 772,393 +11,869 +2%
Wells Fargo
13
Wells Fargo
California
$130M 731,140 -25,820 -3%
CSIA
14
Charles Schwab Investment Advisory
California
$111M 624,063 +624,063 New
DC
15
Davenport & Co
Virginia
$100M 561,143 -88,167 -14%
AllianceBernstein
16
AllianceBernstein
Tennessee
$92.5M 518,940 +120,992 +30%
Invesco
17
Invesco
Georgia
$88.7M 497,570 -6,262 -1%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$88.4M 496,107 +39,124 +9%
DDC
19
DF Dent & Co
Maryland
$87.2M 489,300 -2,427 -0.5%
ESCM
20
Echo Street Capital Management
New York
$63.7M 357,403 +17,502 +5%
Norges Bank
21
Norges Bank
Norway
$57.1M 320,280 -25,756 -7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$51.7M 289,779 +26,868 +10%
MG
23
Markel Group
Virginia
$49.2M 276,000 +17,500 +7%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$48.6M 272,706 +36,301 +15%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$48.5M 272,216 +4,667 +2%
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