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Watsco
WSO

Overview Fund Activity

360 hedge funds and large institutions have $5.44B invested in Watsco in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 125 increasing their positions, 131 reducing their positions, and 33 closing their positions.

Holders
360
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
8.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
41
Increased
125
Reduced
131
Closed
33
Calls
$5.59M
Puts
$6.93M
Net Calls
-$1.34M
Net Calls Change
+$358K

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$281M
2
Ameriprise
2
Ameriprise
Minnesota
$208M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$25.1M
4
Millennium Management
4
Millennium Management
New York
$19.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$511M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$224M
2
BlackRock
2
BlackRock
New York
$626M
3
O
3
OppenheimerFunds
New York
$1.32M
4
ESCM
4
Echo Street Capital Management
New York
$40.2M
5
CC
5
Carlson Capital
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$626M 3,516,596 -211,171 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$511M 2,867,335 +54,610 +2%
Capital World Investors
3
Capital World Investors
California
$281M 1,579,500 +360,715 +30%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$224M 1,259,902 -362,466 -22%
Ameriprise
5
Ameriprise
Minnesota
$208M 1,173,469 +219,415 +23%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$174M 979,511 -57,934 -6%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$165M 923,682 +47,172 +5%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$152M 852,492 -39,728 -4%
State Street
9
State Street
Massachusetts
$151M 849,484 +30,267 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$138M 777,248 +4,855 +0.6%
William Blair & Company
11
William Blair & Company
Illinois
$138M 776,536 -26,713 -3%
Morgan Stanley
12
Morgan Stanley
New York
$132M 743,567 -55,456 -7%
Wells Fargo
13
Wells Fargo
California
$126M 710,220 -20,920 -3%
CSIA
14
Charles Schwab Investment Advisory
California
$112M 628,768 +4,705 +0.8%
DC
15
Davenport & Co
Virginia
$98.1M 550,702 -10,441 -2%
DDC
16
DF Dent & Co
Maryland
$89.2M 500,987 +11,687 +2%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$87M 488,742 -7,365 -1%
AllianceBernstein
18
AllianceBernstein
Tennessee
$86.5M 485,421 -33,519 -6%
Invesco
19
Invesco
Georgia
$74.6M 418,766 -78,804 -16%
Norges Bank
20
Norges Bank
Norway
$60.4M 339,003 +18,723 +6%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$54.5M 305,536 +15,757 +5%
MG
22
Markel Group
Virginia
$52M 292,000 +16,000 +6%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$50.2M 281,764 +9,548 +4%
Charles Schwab
24
Charles Schwab
California
$49.8M 279,350 +14,871 +6%
Northern Trust
25
Northern Trust
Illinois
$46.8M 262,520 +1,444 +0.6%
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