WSO icon

Watsco
WSO

Overview Fund Activity

443 hedge funds and large institutions have $6.99B invested in Watsco in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.86%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
56
Increased
161
Reduced
164
Closed
48
Calls
$23.1M
Puts
$1.4M
Net Calls
+$21.7M
Net Calls Change
-$21.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$746M
2
Ameriprise
2
Ameriprise
Minnesota
$82.3M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$394M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$169M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.1M
2
American Century Companies
2
American Century Companies
Missouri
$813K
3
FCM
3
Frontier Capital Management
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10M
5
Wells Fargo
5
Wells Fargo
California
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
226
Amalgamated Bank
New York
$983K +$2.72K +12 +0.3%
CCM
227
Coldstream Capital Management
Washington
$958K -$146K -646 -13%
KBC Group
228
KBC Group
Belgium
$949K +$949K +762 New
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$939K – – –
SIA
230
Sit Investment Associates
Minnesota
$930K – – –
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$913K +$73.9K +326 +9%
JIC
232
Johnson Investment Counsel
Ohio
$877K +$17.4K +77 +2%
Robeco Institutional Asset Management
233
Robeco Institutional Asset Management
Netherlands
$875K +$875K +3,863 New
CAL
234
Capital Analysts LLC
Pennsylvania
$833K +$24.9K +110 +3%
Pacer Advisors
235
Pacer Advisors
Pennsylvania
$830K -$963K -4,252 -54%
EVM
236
Eaton Vance Management
Massachusetts
$822K -$126K -557 -13%
American Century Companies
237
American Century Companies
Missouri
$813K -$15.9M -70,385 -95%
FIM
238
Freedom Investment Management
Connecticut
$813K +$98.7K +436 +14%
RA
239
RFG Advisory
Alabama
$805K -$75K -309 -9%
VRS
240
Virginia Retirement Systems
Virginia
$793K -$90.6K -400 -10%
X
241
Xponance
Pennsylvania
$781K -$2.95K -13 -0.4%
AIL
242
AGF Investments LLC
Ontario, Canada
$780K -$798K -3,520 -51%
Qube Research & Technologies (QRT)
243
Qube Research & Technologies (QRT)
United Kingdom
$779K -$5.83M -25,739 -88%
Squarepoint
244
Squarepoint
New York
$776K -$1.85M -8,168 -70%
AA
245
AQR Arbitrage
Connecticut
$748K +$748K +3,308 New
ACI
246
AMP Capital Investors
Australia
$735K +$30.3K +133 +4%
ECM
247
ExodusPoint Capital Management
New York
$733K -$381K -1,682 -34%
Osaic Holdings
248
Osaic Holdings
Arizona
$733K +$120K +528 +20%
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
$732K +$69.5K +307 +10%
UB
250
UMB Bank
Missouri
$725K -$1.13K -5 -0.2%
8 9
10
11 12