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

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$39.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$10.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$157M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
251
RFG Advisory
Alabama
$1.36M -$8.76K -28 -0.6%
AOWM
252
Alpha Omega Wealth Management
Virginia
$1.32M – – –
Public Employees Retirement Association of Colorado
253
Public Employees Retirement Association of Colorado
Colorado
$1.3M – – –
EGM
254
Engineers Gate Manager
New York
$1.29M +$716K +2,288 +124%
FA
255
FDx Advisors
Illinois
$1.21M +$24.1K +77 +2%
Jane Street
256
Jane Street
New York
$1.18M +$3.75K +12 +0.3%
CA
257
Cetera Advisors
Colorado
$1.16M +$203K +649 +21%
X
258
Xponance
Pennsylvania
$1.15M -$8.14K -26 -0.7%
FIM
259
Freedom Investment Management
Connecticut
$1.13M -$51.3K -164 -4%
DZ Bank
260
DZ Bank
Germany
$1.1M -$139K -450 -11%
TRCT
261
Tower Research Capital (TRC)
New York
$1.08M -$499K -1,595 -32%
Pacer Advisors
262
Pacer Advisors
Pennsylvania
$1.07M +$12.2K +39 +1%
N
263
Natixis
France
$1.05M -$173K -556 -14%
LA
264
Lindenwold Advisors
Pennsylvania
$1.04M +$1.04M +3,314 New
Cambridge Investment Research Advisors
265
Cambridge Investment Research Advisors
Iowa
$1.03M +$33.8K +108 +3%
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$1M +$38.2K +122 +4%
RFC
267
Regions Financial Corp
Alabama
$997K -$102K -327 -9%
Allianz Asset Management
268
Allianz Asset Management
Germany
$995K +$995K +3,179 New
CT
269
Chicago Trust
Illinois
$994K +$20.3K +65 +2%
ProShare Advisors
270
ProShare Advisors
Maryland
$984K +$226K +722 +30%
PCM
271
Prelude Capital Management
New York
$944K +$142K +453 +18%
CGH
272
Crossmark Global Holdings
Texas
$940K +$119K +380 +14%
HAIM
273
Hunter Associates Investment Management
Pennsylvania
$939K – – –
SAM
274
Securian Asset Management
Minnesota
$925K – – –
EWM
275
Empirical Wealth Management
Washington
$903K +$903K +2,883 New
9 10
11
12 13