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Watsco
WSO

Overview Fund Activity

443 hedge funds and large institutions have $6.99B invested in Watsco in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.86%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
56
Increased
161
Reduced
164
Closed
48
Calls
$23.1M
Puts
$1.4M
Net Calls
+$21.7M
Net Calls Change
-$21.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$746M
2
Ameriprise
2
Ameriprise
Minnesota
$82.3M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$394M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$169M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.1M
2
American Century Companies
2
American Century Companies
Missouri
$813K
3
FCM
3
Frontier Capital Management
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10M
5
Wells Fargo
5
Wells Fargo
California
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal London Asset Management
301
Royal London Asset Management
United Kingdom
$392K – – –
Creative Planning
302
Creative Planning
Kansas
$391K +$42.6K +188 +12%
LIA
303
LS Investment Advisors
Michigan
$384K – – –
WAM
304
World Asset Management
Michigan
$371K -$26.7K -118 -7%
IWP
305
Icon Wealth Partners
Texas
$365K +$76.4K +337 +26%
CMO
306
Covenant Multifamily Offices
Texas
$346K +$15.6K +69 +5%
LIM
307
Longfellow Investment Management
Massachusetts
$346K +$346K +1,520 New
Macquarie Group
308
Macquarie Group
Australia
$342K – – –
CIAS
309
Capital Investment Advisory Services
North Carolina
$340K – – –
AP
310
Advisor Partners
California
$337K -$680 -3 -0.2%
T
311
TOBAM
France
$334K +$177K +779 +112%
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$331K – – –
PA
313
Parallel Advisors
California
$328K +$6.34K +28 +2%
Allianz Asset Management
314
Allianz Asset Management
Germany
$326K -$6.11K -27 -2%
PCM
315
Prelude Capital Management
New York
$324K +$226K +1,000 +232%
PHK
316
Point72 Hong Kong
Hong Kong
$316K -$687K -3,032 -69%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$306K -$31.6K -139 -9%
NFG
318
Next Financial Group
Texas
$304K -$117K -516 -28%
ECM
319
Ensemble Capital Management
California
$302K +$302K +1,335 New
FCBT
320
First Citizens Bank & Trust
North Carolina
$298K +$10.2K +45 +4%
PCM
321
Penserra Capital Management
California
$294K +$13.1K +58 +5%
Mackenzie Financial
322
Mackenzie Financial
Ontario, Canada
$292K +$292K +1,289 New
BTWM
323
Baker Tilly Wealth Management
Wisconsin
$291K +$291K +1,285 New
VAS
324
Vestmark Advisory Solutions
Massachusetts
$290K +$30.8K +136 +12%
OQS
325
Occudo Quantitative Strategies
Florida
$290K +$290K +1,280 New
11 12
13
14 15