443 hedge funds and large institutions have $6.99B invested in Watsco in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.86%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
56
Increased
161
Reduced
164
Closed
48
Calls
$23.1M
Puts
$1.4M
Net Calls
+$21.7M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SFSIG
351
San Francisco Sentry Investment Group
California
$207K
WEC
352
Winslow Evans & Crocker
Massachusetts
$206K
EI
353
Ellevest Inc
New York
$204K -$121K -534 -37%
AII
354
AGF Investments Inc
Ontario, Canada
$196K -$404K -1,785 -67%
VI
355
Vestcor Inc
New Brunswick, Canada
$174K +$104K +460 +150%
FBT
356
First Bank & Trust
South Dakota
$162K -$7.46K -33 -4%
CI Investments Inc
357
CI Investments Inc
Ontario, Canada
$157K -$41.9K -185 -21%
HWA
358
Heritage Wealth Advisors
Virginia
$146K
FF
359
FourThought Financial
Florida
$146K +$146K +648 New
FHC
360
First Horizon Corporation
Tennessee
$106K +$1.58K +7 +2%
FWM
361
Focused Wealth Management
New York
$102K -$34K -150 -25%
BBHC
362
Brown Brothers Harriman & Co
New York
$100K +$56.8K +250 +132%
IAIM
363
International Assets Investment Management
Florida
$82K +$82K +362 New
S
364
SignatureFD
Georgia
$81K -$454 -2 -0.6%
ASN
365
Advisory Services Network
Georgia
$81K +$908 +4 +1%
HPC
366
HM Payson & Co
Maine
$80K -$11.5K -51 -13%
BSG
367
Black Swift Group
Colorado
$78K +$78K +346 New
PFBT
368
Parkside Financial Bank & Trust
Missouri
$76K +$5.48K +24 +8%
CTC
369
Central Trust Company
Missouri
$68K
EIP
370
Ellis Investment Partners
Pennsylvania
$68K
First Manhattan
371
First Manhattan
New York
$67K +$67K +300 New
EWM
372
Endurance Wealth Management
Rhode Island
$61K
SFS
373
Sowell Financial Services
Arkansas
$58K -$4.76K -21 -8%
PCG
374
Private Capital Group
Connecticut
$58K +$2.51K +11 +5%
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$58K +$11.5K +51 +25%