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Watsco
WSO

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$40.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$26.7M
3
Millennium Management
Millennium Management
New York
+$24.1M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$23M
5
Renaissance Technologies
Renaissance Technologies
New York
+$13.3M

Top Sellers

1
GGHC
Gilder Gagnon Howe & Co
New York
-$94M
2
EIP
Epoch Investment Partners
New York
-$22.2M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$16M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$15.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
326
Parsons Capital Management
Rhode Island
$399K +$205K +775 +106%
AP
327
Advisor Partners
California
$391K -$18.8K -71 -5%
RC
328
RegentAtlantic Capital
New Jersey
$384K -$92.7K -350 -19%
WAM
329
World Asset Management
Michigan
$377K -$8.21K -31 -2%
MGIA
330
Moneta Group Investment Advisors
Missouri
$375K +$3.97K +15 +1%
HH
331
Hilltop Holdings
Texas
$374K +$127K +481 +52%
SPIA
332
Steward Partners Investment Advisory
New York
$371K -$22.2K -84 -6%
XT
333
XTX Topco
Cayman Islands
$367K +$367K +1,387 New
SFI
334
Susquehanna Fundamental Investments
Pennsylvania
$364K -$59.6K -225 -14%
VFA
335
Voya Financial Advisors
Connecticut
$358K +$20.4K +75 +6%
BRWA
336
B. Riley Wealth Advisors
Florida
$353K +$1.59K +6 +0.5%
AA
337
ALPS Advisors
Colorado
$347K +$347K +1,310 New
BG
338
Bellevue Group
Switzerland
$344K – – –
SP
339
Symmetry Partners
Connecticut
$343K – – –
FCBT
340
First Citizens Bank & Trust
North Carolina
$337K +$5.29K +20 +2%
MAFM
341
Mid Atlantic Financial Management
Pennsylvania
$330K +$8.73K +33 +3%
Royal London Asset Management
342
Royal London Asset Management
United Kingdom
$326K – – –
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$316K +$13.5K +51 +4%
OQS
344
Occudo Quantitative Strategies
Florida
$309K -$27K -102 -8%
FEM
345
Fulcrum Equity Management
Texas
$296K +$1.59K +6 +0.5%
AC
346
Avestar Capital
New York
$295K +$23.3K +88 +9%
BFM
347
Boothbay Fund Management
New York
$295K +$295K +1,116 New
BOH
348
Bank of Hawaii
Hawaii
$284K +$284K +1,075 New
FWP
349
FAS Wealth Partners
Kansas
$281K +$281K +1,062 New
FBT
350
First Bank & Trust
South Dakota
$278K +$10.3K +39 +4%
12 13
14
15 16