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Watsco
WSO

Overview Fund Activity

519 hedge funds and large institutions have $9.6B invested in Watsco in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 199 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+44
Holders Change %
+9.26%
% of All Funds
8.02%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
85
Increased
199
Reduced
156
Closed
35
Calls
$17.4M
Puts
$11.2M
Net Calls
+$6.2M
Net Calls Change
+$6.14M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.15B
2
Capital World Investors
2
Capital World Investors
California
$352M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$296M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$653M
5
BFS
5
Baskin Financial Services
Ontario, Canada
$13.5M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$39.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$10.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$157M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
301
FAS Wealth Partners
Kansas
$665K +$333K +1,062 +100%
JF
302
Jump Financial
Illinois
$657K +$657K +2,100 New
JWCA
303
J.W. Coons Advisors
Ohio
$655K +$35.7K +114 +6%
ETC
304
Exchange Traded Concepts
Oklahoma
$652K +$11.3K +36 +2%
SAM
305
Shell Asset Management
Netherlands
$650K +$4.07K +13 +0.6%
VPIM
306
Vanguard Personalized Indexing Management
California
$641K +$328K +1,048 +105%
PAMS
307
Pictet Asset Management (Switzerland)
Switzerland
$637K -$51K -163 -7%
American Century Companies
308
American Century Companies
Missouri
$630K +$86.3K +276 +16%
PA
309
Parallel Advisors
California
$624K +$75.1K +240 +14%
GIM
310
Groesbeck Investment Management
New Jersey
$620K – – –
MML Investors Services
311
MML Investors Services
Massachusetts
$620K +$121K +388 +24%
RCM
312
Radnor Capital Management
Pennsylvania
$618K +$618K +1,975 New
Mackenzie Financial
313
Mackenzie Financial
Ontario, Canada
$616K -$46K -147 -7%
TW
314
TrinityPoint Wealth
Connecticut
$610K +$625 +2 +0.1%
GTCM
315
Gyon Technologies Capital Management
New Jersey
$608K +$339K +1,084 +126%
DCM
316
Donaldson Capital Management
Indiana
$598K +$80.4K +257 +16%
IF
317
Insight Folios
North Carolina
$594K +$46.3K +148 +8%
PCM
318
Parsons Capital Management
Rhode Island
$594K +$122K +390 +26%
KC
319
Kenfarb & Co
Kentucky
$593K +$593K +1,895 New
SBH
320
Segall Bryant & Hamill
Illinois
$590K +$13.1K +42 +2%
TPCW
321
TD Private Client Wealth
New York
$587K -$220K -703 -27%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$577K -$31.6K -101 -5%
WA
323
Wealth Alliance
New York
$575K -$17.9K -57 -3%
FHB
324
First Hawaiian Bank
Hawaii
$572K -$1.25K -4 -0.2%
PCM
325
Penserra Capital Management
California
$571K +$49.2K +179 +9%
11 12
13
14 15