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Watsco
WSO

Overview Fund Activity

346 hedge funds and large institutions have $4.1B invested in Watsco in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 64 closing their positions.

Holders
346
Holders Change
-14
Holders Change %
-3.89%
% of All Funds
7.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
51
Increased
117
Reduced
118
Closed
64
Calls
$4.24M
Puts
$5.41M
Net Calls
-$1.17M
Net Calls Change
+$172K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$445M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$29.3M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$155M
4
Citadel Advisors
4
Citadel Advisors
Florida
$22.9M
5
BlackRock
5
BlackRock
New York
$510M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
Ameriprise
2
Ameriprise
Minnesota
$94.3M
3
DDC
3
DF Dent & Co
Maryland
$19.8M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$19.2M
5
ESCM
5
Echo Street Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$510M 3,663,158 +146,562 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$445M 3,199,579 +332,244 +12%
Capital World Investors
3
Capital World Investors
California
$229M 1,643,100 +63,600 +4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$173M 1,246,178 -13,724 -1%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$155M 1,112,542 +188,860 +20%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$136M 978,043 +125,551 +15%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$115M 827,812 -151,699 -15%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$110M 790,185 +12,937 +2%
State Street
9
State Street
Massachusetts
$108M 774,974 -74,510 -9%
Wells Fargo
10
Wells Fargo
California
$99.2M 713,143 +2,923 +0.4%
Ameriprise
11
Ameriprise
Minnesota
$94.3M 677,764 -495,705 -42%
DC
12
Davenport & Co
Virginia
$90.8M 652,634 +101,932 +19%
CSIA
13
Charles Schwab Investment Advisory
California
$89.2M 641,420 +12,652 +2%
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$83.9M 602,988 +114,246 +23%
William Blair & Company
15
William Blair & Company
Illinois
$83.5M 599,987 -176,549 -23%
Norges Bank
16
Norges Bank
Norway
$47.2M 339,003 – –
Geode Capital Management
17
Geode Capital Management
Massachusetts
$45.8M 328,294 +22,758 +7%
MG
18
Markel Group
Virginia
$41M 295,000 +3,000 +1%
Charles Schwab
19
Charles Schwab
California
$40.1M 287,860 +8,510 +3%
Invesco
20
Invesco
Georgia
$38.8M 278,553 -140,213 -33%
Northern Trust
21
Northern Trust
Illinois
$36.4M 261,758 -762 -0.3%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$36.1M 259,507 -22,257 -8%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$35.4M 254,425 +703 +0.3%
Goldman Sachs
24
Goldman Sachs
New York
$33M 237,073 -21,482 -8%
Morgan Stanley
25
Morgan Stanley
New York
$31.9M 229,362 -514,205 -69%
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