475 hedge funds and large institutions have $8.11B invested in Watsco in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 172 increasing their positions, 168 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
8.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
52
Increased
172
Reduced
168
Closed
44
Calls
$16M
Puts
$15.9M
Net Calls
+$57K
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MSRPS
276
Maryland State Retirement & Pension System
Maryland
$678K
PCM
277
Prelude Capital Management
New York
$678K +$678K +2,563 New
CC
278
Centiva Capital
New York
$669K +$669K +2,526 New
CW
279
CreativeOne Wealth
Kansas
$668K +$137K +525 +26%
COCM
280
Charter Oak Capital Management
New Hampshire
$662K
CIAS
281
Capital Investment Advisory Services
North Carolina
$658K
IWP
282
Icon Wealth Partners
Texas
$653K +$32.5K +123 +5%
ProShare Advisors
283
ProShare Advisors
Maryland
$641K -$78.8K -298 -11%
Creative Planning
284
Creative Planning
Kansas
$615K +$50K +189 +9%
ECM
285
Ensemble Capital Management
California
$591K
PAMS
286
Pictet Asset Management (Switzerland)
Switzerland
$582K +$582K +2,200 New
SAM
287
Silvercrest Asset Management
New York
$571K +$15.6K +59 +3%
UB
288
UMB Bank
Missouri
$566K -$281K -1,062 -33%
Mackenzie Financial
289
Mackenzie Financial
Ontario, Canada
$560K +$41.8K +158 +8%
SAM
290
Shell Asset Management
Netherlands
$546K -$23.8K -90 -4%
ETC
291
Exchange Traded Concepts
Oklahoma
$542K +$2.12K +8 +0.4%
JWCA
292
J.W. Coons Advisors
Ohio
$525K +$157K +590 +43%
GIM
293
Groesbeck Investment Management
New Jersey
$524K
TW
294
TrinityPoint Wealth
Connecticut
$516K +$16.7K +63 +3%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$515K +$373K +1,410 +262%
PCM
296
Penserra Capital Management
California
$502K -$6.87K -26 -1%
WA
297
Wealth Alliance
New York
$501K -$1.59K -6 -0.3%
EF
298
Empowered Funds
Pennsylvania
$499K +$211K +799 +73%
Verition Fund Management
299
Verition Fund Management
Connecticut
$494K +$113K +428 +30%
SCM
300
Shelton Capital Management
Colorado
$490K