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Watsco
WSO

Overview Fund Activity

463 hedge funds and large institutions have $8.04B invested in Watsco in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 136 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+20
Holders Change %
+4.51%
% of All Funds
8.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
65
Increased
183
Reduced
136
Closed
41
Calls
$8.94M
Puts
$2.27M
Net Calls
+$6.68M
Net Calls Change
-$15M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$75.4M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$520M
3
BlackRock
3
BlackRock
New York
$962M
4
WRF
4
Waddell & Reed Financial
Kansas
$45.1M
5
EVM
5
Eaton Vance Management
Massachusetts
$26.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$245M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$37.6M
3
EIP
3
Epoch Investment Partners
New York
$95.4M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$66.5M
5
Wells Fargo
5
Wells Fargo
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMU
326
Lombard Odier Asset Management (USA)
New York
$357K +$357K +1,371 New
BCM
327
Bayesian Capital Management
New York
$356K +$356K +1,365 New
LIA
328
LS Investment Advisors
Michigan
$351K -$91.1K -349 -21%
LIM
329
Longfellow Investment Management
Massachusetts
$346K -$50.9K -195 -13%
FCBT
330
First Citizens Bank & Trust
North Carolina
$346K +$2.87K +11 +0.8%
BG
331
Bellevue Group
Switzerland
$339K -$130K -500 -28%
SP
332
Symmetry Partners
Connecticut
$332K – – –
CI
333
Cigna Investments
Connecticut
$332K +$32.6K +125 +11%
M&T Bank
334
M&T Bank
New York
$325K +$48.4K +186 +17%
JWCA
335
J.W. Coons Advisors
Ohio
$322K +$322K +1,223 New
MAFM
336
Mid Atlantic Financial Management
Pennsylvania
$321K +$33.1K +127 +11%
EI
337
Ethic Inc
New York
$319K +$59.5K +228 +23%
PCM
338
Prelude Capital Management
New York
$316K -$57.4K -220 -15%
Macquarie Group
339
Macquarie Group
Australia
$306K -$86.7K -333 -22%
IRF
340
IBM Retirement Fund
New York
$293K -$19.5K -75 -6%
VIA
341
Vident Investment Advisory
Georgia
$281K +$281K +1,078 New
GHA
342
GW Henssler & Associates
Georgia
$274K -$1.3K -5 -0.5%
SEC
343
Seven Eight Capital
New York
$272K – – –
FBT
344
First Bank & Trust
South Dakota
$269K +$82.1K +315 +44%
FEM
345
Fulcrum Equity Management
Texas
$268K +$1.3K +5 +0.5%
VI
346
Vestcor Inc
New Brunswick, Canada
$259K +$59.3K +228 +30%
SC
347
Slow Capital
California
$256K +$2.09K +8 +0.8%
PP
348
Paloma Partners
Connecticut
$253K +$253K +973 New
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$251K +$1.56K +6 +0.6%
KJHP
350
K.J. Harrison & Partners
Ontario, Canada
$248K -$2.22M -8,550 -90%
12 13
14
15 16