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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$245M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$37.6M
3
EIP
3
Epoch Investment Partners
New York
$95.4M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$66.5M
5
Wells Fargo
5
Wells Fargo
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
Man Group
251
Man Group
United Kingdom
$871K +$159K +609 +22%
VFA
252
Voya Financial Advisors
Connecticut
$838K +$142K +544 +20%
UB
253
UMB Bank
Missouri
$835K – – –
Cambridge Investment Research Advisors
254
Cambridge Investment Research Advisors
Iowa
$829K +$4.17K +16 +0.5%
CANY
255
Caxton Associates (New York)
New York
$819K +$819K +3,141 New
II
256
Inspire Investing
Idaho
$817K +$293K +1,125 +56%
SAM
257
Securian Asset Management
Minnesota
$804K – – –
WT
258
Whittier Trust
California
$782K – – –
TPCW
259
TD Private Client Wealth
New York
$771K -$20.1K -77 -3%
GC
260
Guggenheim Capital
Illinois
$765K +$155K +593 +25%
CGH
261
Crossmark Global Holdings
Texas
$755K +$13K +50 +2%
ORI
262
Oak Ridge Investments
Illinois
$748K – – –
CA
263
Cetera Advisors
Colorado
$737K +$217K +831 +42%
WCM Investment Management
264
WCM Investment Management
California
$720K +$80.3K +308 +13%
CIA
265
Compass Ion Advisors
Pennsylvania
$719K +$5.21K +20 +0.7%
CCM
266
Cox Capital Management
Massachusetts
$718K – – –
AIL
267
AGF Investments LLC
Ontario, Canada
$715K -$183K -700 -20%
SAM
268
Shell Asset Management
Netherlands
$704K -$5.21K -20 -0.7%
ProShare Advisors
269
ProShare Advisors
Maryland
$696K -$7.82K -30 -1%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$689K +$339K +1,300 +97%
Canada Pension Plan Investment Board
271
Canada Pension Plan Investment Board
Ontario, Canada
$686K +$115K +439 +20%
TW
272
TrinityPoint Wealth
Connecticut
$666K +$2.87K +11 +0.4%
PAMU
273
Pictet Asset Management (UK)
United Kingdom
$652K -$52.2K -200 -7%
COCM
274
Charter Oak Capital Management
New Hampshire
$652K – – –
MSRPS
275
Maryland State Retirement & Pension System
Maryland
$649K +$649K +2,490 New
9 10
11
12 13