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Watsco
WSO

Overview Fund Activity

474 hedge funds and large institutions have $8.77B invested in Watsco in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 157 increasing their positions, 170 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
8.28%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
61
Increased
157
Reduced
170
Closed
47
Calls
$18M
Puts
$4.62M
Net Calls
+$13.4M
Net Calls Change
+$6.68M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$60.2M
2
Macquarie Group
Macquarie Group
Australia
+$49.5M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$31.6M
4
Morgan Stanley
Morgan Stanley
New York
+$28.7M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$22M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$57.8M
2
BlackRock
BlackRock
New York
-$36.5M
3
Renaissance Technologies
Renaissance Technologies
New York
-$36.1M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$28M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
276
Creative Planning
Kansas
$612K -$10.9K -38 -2%
ACI
277
AMP Capital Investors
Australia
$605K -$107K -373 -15%
ECM
278
ExodusPoint Capital Management
New York
$605K +$193K +673 +47%
SAM
279
Silvercrest Asset Management
New York
$602K – – –
CW
280
CreativeOne Wealth
Kansas
$586K +$4.3K +15 +0.7%
ETC
281
Exchange Traded Concepts
Oklahoma
$585K +$48.5K +169 +9%
Bank of Nova Scotia
282
Bank of Nova Scotia
Ontario, Canada
$581K -$15M -52,204 -96%
PA
283
Profund Advisors
Maryland
$575K +$3.73K +13 +0.7%
GIM
284
Groesbeck Investment Management
New Jersey
$568K – – –
DekaBank Deutsche Girozentrale
285
DekaBank Deutsche Girozentrale
Germany
$565K – – –
Mackenzie Financial
286
Mackenzie Financial
Ontario, Canada
$561K -$56.5K -197 -9%
PCM
287
Penserra Capital Management
California
$552K +$72.2K +252 +15%
WA
288
Wealth Alliance
New York
$544K -$20.1K -70 -4%
Cetera Investment Advisers
289
Cetera Investment Advisers
Illinois
$544K +$544K +1,898 New
TW
290
TrinityPoint Wealth
Connecticut
$541K -$192K -669 -26%
CAM
291
Cresset Asset Management
Illinois
$540K +$540K +1,881 New
SCM
292
Shelton Capital Management
Colorado
$531K – – –
FHB
293
First Hawaiian Bank
Hawaii
$526K -$8.02K -28 -2%
MLL
294
Moody Lynn & Lieberson
Massachusetts
$516K – – –
RC
295
RegentAtlantic Capital
New Jersey
$516K +$516K +1,800 New
WB
296
Webster Bank
Connecticut
$508K – – –
KFA
297
Krane Funds Advisors
New York
$505K +$76.3K +266 +18%
PA
298
Parallel Advisors
California
$502K +$12.6K +44 +3%
Voloridge Investment Management
299
Voloridge Investment Management
Florida
$497K -$753K -2,627 -60%
BDF
300
Balasa Dinverno & Foltz
$497K -$10.9K -38 -2%
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