474 hedge funds and large institutions have $8.77B invested in Watsco in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 157 increasing their positions, 170 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
8.28%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
61
Increased
157
Reduced
170
Closed
47
Calls
$18M
Puts
$4.62M
Net Calls
+$13.4M
Net Calls Change
+$6.68M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
326
Gotham Asset Management
New York
$370K -$324K -1,130 -47%
SP
327
Symmetry Partners
Connecticut
$365K
AP
328
Appleton Partners
Massachusetts
$365K +$365K +1,273 New
OQS
329
Occudo Quantitative Strategies
Florida
$364K -$51.3K -179 -12%
FCBT
330
First Citizens Bank & Trust
North Carolina
$360K -$20.7K -72 -5%
VFA
331
Voya Financial Advisors
Connecticut
$354K -$563K -1,977 -61%
Royal London Asset Management
332
Royal London Asset Management
United Kingdom
$353K +$353K +1,231 New
MAFM
333
Mid Atlantic Financial Management
Pennsylvania
$348K -$4.87K -17 -1%
VIA
334
Vident Investment Advisory
Georgia
$333K +$24.3K +85 +8%
CI Investments Inc
335
CI Investments Inc
Ontario, Canada
$327K +$127K +444 +64%
FEM
336
Fulcrum Equity Management
Texas
$319K +$24.6K +86 +8%
EF
337
Empowered Funds
Pennsylvania
$312K +$312K +1,088 New
CI
338
Cigna Investments
Connecticut
$307K -$57.2K -200 -16%
AC
339
Avestar Capital
New York
$295K +$295K +1,028 New
FBT
340
First Bank & Trust
South Dakota
$290K -$5.73K -20 -2%
FGAM
341
Financial Gravity Asset Management
Texas
$287K -$861K -3 -75%
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$286K +$10K +35 +4%
SC
343
Slow Capital
California
$281K -$287 -1 -0.1%
KAS
344
Kestra Advisory Services
Texas
$280K +$22.7K +79 +9%
PNC
345
Park National Corp
Ohio
$277K -$237K -824 -46%
CIBC World Market
346
CIBC World Market
Ontario, Canada
$277K +$23.2K +81 +9%
CGA
347
Crescent Grove Advisors
Illinois
$272K +$272K +948 New
HH
348
Hilltop Holdings
Texas
$268K +$21.6K +75 +9%
IRF
349
IBM Retirement Fund
New York
$261K -$61K -213 -19%
M&T Bank
350
M&T Bank
New York
$259K -$99.6K -347 -28%