WSO icon

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 %
Cetera Investment Advisers
326
Cetera Investment Advisers
Illinois
$569K +$1.88K +6 +0.3%
GC
327
Guggenheim Capital
Illinois
$568K -$255K -816 -31%
JCIA
328
Jackson Creek Investment Advisors
Colorado
$557K +$557K +1,779 New
VAS
329
Vestmark Advisory Solutions
Massachusetts
$552K +$77.3K +247 +16%
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
$549K +$56.7K +181 +12%
SCM
331
Shelton Capital Management
Colorado
$547K -$33.2K -106 -6%
HH
332
Hilltop Holdings
Texas
$523K +$81.3K +260 +18%
PA
333
Profund Advisors
Maryland
$518K -$35.7K -114 -6%
PFBT
334
Parkside Financial Bank & Trust
Missouri
$517K +$414K +1,322 +401%
MLL
335
Moody Lynn & Lieberson
Massachusetts
$513K +$1.56K +5 +0.3%
WB
336
Webster Bank
Connecticut
$507K – – –
CIA
337
Compass Ion Advisors
Pennsylvania
$500K +$3.44K +11 +0.7%
AP
338
Advisor Partners
California
$483K +$21K +67 +5%
RC
339
RegentAtlantic Capital
New Jersey
$472K +$17.9K +57 +4%
MGIA
340
Moneta Group Investment Advisors
Missouri
$471K +$27.5K +88 +6%
BDF
341
Balasa Dinverno & Foltz
$463K -$46.6K -149 -9%
RJT
342
Raymond James Trust
Florida
$453K -$50K -160 -10%
KFA
343
Krane Funds Advisors
New York
$442K -$81.9K -262 -16%
SPIA
344
Steward Partners Investment Advisory
New York
$438K -$939 -3 -0.2%
A
345
Astrantus
Cyprus
$438K +$438K +1,400 New
PWPS
346
Pinnacle Wealth Planning Services
Ohio
$431K +$431K +1,377 New
QCM
347
Quantinno Capital Management
New York
$431K +$431K +1,378 New
SFI
348
Susquehanna Fundamental Investments
Pennsylvania
$430K – – –
QT
349
Quantbot Technologies
New York
$425K +$425K +1,360 New
AA
350
ALPS Advisors
Colorado
$418K +$8.14K +26 +2%
12 13
14
15 16