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Watsco
WSO

Overview Fund Activity

519 hedge funds and large institutions have $9.6B invested in Watsco in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 199 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+44
Holders Change %
+9.26%
% of All Funds
8.02%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
85
Increased
199
Reduced
156
Closed
35
Calls
$17.4M
Puts
$11.2M
Net Calls
+$6.2M
Net Calls Change
+$6.14M

Top Buyers

1
BlackRock
BlackRock
New York
$1.15B
2
Capital World Investors
Capital World Investors
California
$352M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$296M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$653M
5
BFS
Baskin Financial Services
Ontario, Canada
$13.5M

Top Sellers

1
EIP
Epoch Investment Partners
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$39.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$157M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
226
Metropolitan Life Insurance Company (MetLife)
New York
$1.85M -$34.7K -111 -2%
TFCM
227
Taylor Frigon Capital Management
Arizona
$1.83M +$22.8K +73 +1%
Federated Hermes
228
Federated Hermes
Pennsylvania
$1.8M +$146K +466 +9%
NA
229
NewEdge Advisors
Louisiana
$1.8M +$366K +1,170 +26%
AI
230
Atria Investments
North Carolina
$1.78M +$208K +664 +13%
GAM
231
Gotham Asset Management
New York
$1.78M +$1.28M +4,091 +259%
VOYA Investment Management
232
VOYA Investment Management
Georgia
$1.75M -$315K -1,007 -15%
LF
233
Lee Financial
Texas
$1.75M +$2.19K +7 +0.1%
CCB
234
Cutter & Co Brokerage
Missouri
$1.74M +$89.1K +285 +5%
NMIMC
235
Northwestern Mutual Investment Management Company
Wisconsin
$1.71M +$9.07K +29 +0.5%
AWM
236
Avior Wealth Management
Nebraska
$1.69M – – –
WG
237
Winton Group
United Kingdom
$1.67M -$93.9K -300 -5%
Marshall Wace
238
Marshall Wace
United Kingdom
$1.66M -$1.23M -3,941 -43%
BOC
239
Barbara Oil Co
Illinois
$1.56M – – –
SM
240
Sciencast Management
New Jersey
$1.54M +$1.3M +4,191 +524%
Osaic Holdings
241
Osaic Holdings
Arizona
$1.54M +$83.9K +268 +6%
SIA
242
Schechter Investment Advisors
Michigan
$1.53M +$1.53M +4,901 New
SOADOR
243
State of Alaska Department of Revenue
Alaska
$1.5M -$87.6K -280 -6%
NEI
244
Northwest & Ethical Investments
Ontario, Canada
$1.47M +$1.47M +4,700 New
SI
245
Stephens Inc
Arkansas
$1.44M -$159K -507 -10%
Tudor Investment Corp
246
Tudor Investment Corp
Connecticut
$1.44M +$1.44M +4,599 New
DTL
247
Dynamic Technology Lab
Singapore
$1.43M +$1.43M +4,569 New
Two Sigma Investments
248
Two Sigma Investments
New York
$1.42M +$1.42M +4,523 New
Prudential Financial
249
Prudential Financial
New Jersey
$1.41M -$107K -358 -7%
Zurich Cantonal Bank
250
Zurich Cantonal Bank
Switzerland
$1.37M +$345K +1,102 +34%
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