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 %
SBH
301
Segall Bryant & Hamill
Illinois
$489K +$35.3K +133 +8%
EGM
302
Engineers Gate Manager
New York
$489K +$489K +1,849 New
FHB
303
First Hawaiian Bank
Hawaii
$484K -$1.32K -5 -0.3%
Cetera Investment Advisers
304
Cetera Investment Advisers
Illinois
$479K -$22.7K -86 -5%
BTWM
305
Baker Tilly Wealth Management
Wisconsin
$472K +$60.4K +228 +15%
PA
306
Profund Advisors
Maryland
$468K -$61.9K -234 -12%
PI
307
PEAK6 Investments
Illinois
$466K +$465K +1,756 +43,900%
ACI
308
AMP Capital Investors
Australia
$464K -$94.5K -357 -17%
PA
309
Parallel Advisors
California
$464K +$1.32K +5 +0.3%
IF
310
Insight Folios
North Carolina
$463K +$463K +1,750 New
American Century Companies
311
American Century Companies
Missouri
$460K -$1.13M -4,255 -71%
KFA
312
Krane Funds Advisors
New York
$444K -$22.5K -85 -5%
DCM
313
Donaldson Capital Management
Indiana
$438K -$15.9K -60 -3%
MLL
314
Moody Lynn & Lieberson
Massachusetts
$433K -$43.1K -163 -9%
BDF
315
Balasa Dinverno & Foltz
$431K -$27.5K -104 -6%
WB
316
Webster Bank
Connecticut
$429K -$39.7K -150 -8%
RJT
317
Raymond James Trust
Florida
$426K -$16.9K -64 -4%
MML Investors Services
318
MML Investors Services
Massachusetts
$422K -$29.7K -112 -7%
VIA
319
Vident Investment Advisory
Georgia
$421K +$113K +425 +37%
CIA
320
Compass Ion Advisors
Pennsylvania
$420K +$2.91K +11 +0.7%
GAM
321
Gotham Asset Management
New York
$419K +$77.3K +292 +23%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$416K +$33.6K +127 +9%
CMO
323
Covenant Multifamily Offices
Texas
$412K
EI
324
Ethic Inc
New York
$410K -$17.4K -66 -4%
VAS
325
Vestmark Advisory Solutions
Massachusetts
$401K -$21.9K -83 -5%