440 hedge funds and large institutions have $7.26B invested in Watsco in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 114 increasing their positions, 176 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+52
Holders Change %
+13.4%
% of All Funds
8.9%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.2%
New
82
Increased
114
Reduced
176
Closed
29
Calls
$46.7M
Puts
$3.35M
Net Calls
+$43.3M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Shares
Change %
DF
226
Donoghue Forlines
Massachusetts
$1.17M +$1.17M +5,037 New
BOC
227
Barbara Oil Co
Illinois
$1.16M
HSBC Holdings
228
HSBC Holdings
United Kingdom
$1.15M -$131K -559 -10%
ECM
229
ExodusPoint Capital Management
New York
$1.15M +$1.15M +4,918 New
AI
230
Atria Investments
North Carolina
$1.14M +$1.14M +4,890 New
CCM
231
Coldstream Capital Management
Washington
$1.14M -$23.3K -100 -2%
CCB
232
Cutter & Co Brokerage
Missouri
$1.13M +$213 +1 +0%
LPL Financial
233
LPL Financial
California
$1.11M +$4.89K +21 +0.4%
Luther King Capital Management (LKCM)
234
Luther King Capital Management (LKCM)
Texas
$1.08M +$210K +900 +24%
AOWM
235
Alpha Omega Wealth Management
Virginia
$1.07M -$30.3K -130 -3%
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$1.07M -$77.9K -335 -7%
PHK
237
Point72 Hong Kong
Hong Kong
$1.03M +$1.03M +4,426 New
NA
238
NewEdge Advisors
Louisiana
$1.01M -$88.9K -382 -8%
AB
239
Amalgamated Bank
New York
$1.01M -$4.66K -20 -0.5%
EVM
240
Eaton Vance Management
Massachusetts
$975K +$305K +1,310 +46%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$965K
Cambridge Investment Research Advisors
242
Cambridge Investment Research Advisors
Iowa
$964K -$298K -1,278 -24%
SIA
243
Sit Investment Associates
Minnesota
$956K -$656K -2,815 -41%
AG
244
AlphaSimPlex Group
Massachusetts
$943K +$943K +4,051 New
ACM
245
Advisors Capital Management
New Jersey
$935K +$58.5K +251 +7%
VRS
246
Virginia Retirement Systems
Virginia
$908K -$69.8K -300 -7%
JIC
247
Johnson Investment Counsel
Ohio
$884K -$293K -1,260 -25%
Zurich Cantonal Bank
248
Zurich Cantonal Bank
Switzerland
$863K +$38.7K +166 +5%
RA
249
RFG Advisory
Alabama
$844K -$377K -1,621 -31%
CAL
250
Capital Analysts LLC
Pennsylvania
$830K -$41.9K -180 -5%