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Watsco
WSO

Overview Fund Activity

463 hedge funds and large institutions have $8.04B invested in Watsco in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 136 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+20
Holders Change %
+4.51%
% of All Funds
8.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
65
Increased
183
Reduced
136
Closed
41
Calls
$8.94M
Puts
$2.27M
Net Calls
+$6.68M
Net Calls Change
-$15M

Top Buyers

1
Swedbank
Swedbank
Sweden
$75.4M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$520M
3
BlackRock
BlackRock
New York
$962M
4
WRF
Waddell & Reed Financial
Kansas
$45.1M
5
EVM
Eaton Vance Management
Massachusetts
$26.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$245M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$37.6M
3
EIP
Epoch Investment Partners
New York
$95.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$66.5M
5
Wells Fargo
Wells Fargo
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
226
NewEdge Advisors
Louisiana
$1.18M -$1.42M -5,458 -55%
TRCT
227
Tower Research Capital (TRC)
New York
$1.17M -$414K -1,587 -26%
Lazard Asset Management
228
Lazard Asset Management
New York
$1.16M +$1.13M +4,349 +4,676%
RFC
229
Regions Financial Corp
Alabama
$1.15M -$235K -903 -17%
AOWM
230
Alpha Omega Wealth Management
Virginia
$1.14M -$44.6K -171 -4%
Voloridge Investment Management
231
Voloridge Investment Management
Florida
$1.14M -$70.6K -271 -6%
FIM
232
Freedom Investment Management
Connecticut
$1.11M +$177K +678 +19%
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$1.08M – – –
SIA
234
Sit Investment Associates
Minnesota
$1.07M – – –
AB
235
Amalgamated Bank
New York
$1.06M -$69.9K -268 -6%
JG
236
Jefferies Group
New York
$1.04M +$773K +2,964 +295%
JIC
237
Johnson Investment Counsel
Ohio
$1.01M – – –
SBH
238
Segall Bryant & Hamill
Illinois
$988K +$670K +2,571 +211%
Osaic Holdings
239
Osaic Holdings
Arizona
$983K +$141K +539 +17%
CAL
240
Capital Analysts LLC
Pennsylvania
$970K +$11.7K +45 +1%
JF
241
Jump Financial
Illinois
$965K +$965K +3,700 New
Teacher Retirement System of Texas
242
Teacher Retirement System of Texas
Texas
$955K +$176K +674 +23%
VRS
243
Virginia Retirement Systems
Virginia
$939K +$26.1K +100 +3%
American Century Companies
244
American Century Companies
Missouri
$928K -$8.09K -31 -0.9%
CWM
245
CIBC World Markets
New York
$920K +$920K +3,529 New
ZIG
246
Zurich Insurance Group
Switzerland
$913K -$600K -2,300 -40%
Pacer Advisors
247
Pacer Advisors
Pennsylvania
$913K -$42.2K -162 -4%
RA
248
RFG Advisory
Alabama
$907K +$42.2K +162 +5%
X
249
Xponance
Pennsylvania
$905K +$6.52K +25 +0.7%
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$892K -$728K -2,792 -45%
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