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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 %
CIAS
276
Capital Investment Advisory Services
North Carolina
$648K +$257K +985 +66%
ACI
277
AMP Capital Investors
Australia
$647K -$194K -743 -23%
Janus Henderson Group
278
Janus Henderson Group
United Kingdom
$645K -$5.36M -20,561 -89%
GAM
279
Gotham Asset Management
New York
$631K -$2.03M -7,796 -76%
Connor, Clark & Lunn Investment Management (CC&L)
280
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$624K +$624K +2,393 New
HSBC Holdings
281
HSBC Holdings
United Kingdom
$615K -$786K -2,989 -56%
FA
282
FDx Advisors
Illinois
$600K +$93.7K +359 +18%
HF
283
HRT Financial
New York
$588K +$588K +2,257 New
ECM
284
Ensemble Capital Management
California
$583K +$235K +900 +67%
Creative Planning
285
Creative Planning
Kansas
$566K +$116K +446 +26%
T
286
TOBAM
France
$564K +$180K +689 +47%
Mackenzie Financial
287
Mackenzie Financial
Ontario, Canada
$562K +$226K +865 +67%
ACM
288
AlphaStar Capital Management
North Carolina
$558K +$15.4K +59 +3%
SAM
289
Silvercrest Asset Management
New York
$548K – – –
QIM
290
Quantitative Investment Management
Virginia
$544K +$544K +2,087 New
IWP
291
Icon Wealth Partners
Texas
$531K +$111K +427 +27%
CW
292
CreativeOne Wealth
Kansas
$529K +$268K +1,026 +102%
SPIA
293
Steward Partners Investment Advisory
New York
$528K +$50.6K +194 +11%
BMSSC
294
B. Metzler seel. Sohn & Co
Germany
$521K +$521K +2,000 New
PA
295
Profund Advisors
Maryland
$519K -$44.6K -171 -8%
DekaBank Deutsche Girozentrale
296
DekaBank Deutsche Girozentrale
Germany
$517K +$517K +2,000 New
GIM
297
Groesbeck Investment Management
New Jersey
$516K – – –
WA
298
Wealth Alliance
New York
$513K -$23.4K -90 -4%
ETC
299
Exchange Traded Concepts
Oklahoma
$488K -$15.4K -59 -3%
FHB
300
First Hawaiian Bank
Hawaii
$487K +$22.5K +86 +5%
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