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
Name Holding Trade Value Shares
Change
Shares
Change %
DTL
351
Dynamic Technology Lab
Singapore
$244K -$304K -1,166 -55%
SFSIG
352
San Francisco Sentry Investment Group
California
$235K -$2.08K -8 -0.9%
EI
353
Ellevest Inc
New York
$235K
BRWA
354
B. Riley Wealth Advisors
Florida
$235K +$235K +899 New
KAS
355
Kestra Advisory Services
Texas
$234K +$234K +897 New
CIBC World Market
356
CIBC World Market
Ontario, Canada
$231K +$231K +886 New
6M
357
6 Meridian
Kansas
$225K +$225K +862 New
HH
358
Hilltop Holdings
Texas
$224K +$224K +857 New
MFA
359
Mayflower Financial Advisors
Massachusetts
$216K +$216K +828 New
LWAM
360
Legacy Wealth Asset Management
Minnesota
$207K +$207K +793 New
CB
361
Commerce Bank
Missouri
$201K +$201K +770 New
KBC Group
362
KBC Group
Belgium
$198K
AII
363
AGF Investments Inc
Ontario, Canada
$194K -$31.6K -121 -14%
CI Investments Inc
364
CI Investments Inc
Ontario, Canada
$182K +$1.3K +5 +0.7%
FF
365
FourThought Financial
Florida
$168K
HWA
366
Heritage Wealth Advisors
Virginia
$168K
IAIM
367
International Assets Investment Management
Florida
$139K +$52.2K +218 +60%
FHC
368
First Horizon Corporation
Tennessee
$133K +$10.4K +40 +8%
BFC
369
Bedel Financial Consulting
Indiana
$130K +$130K +500 New
PAM
370
Panagora Asset Management
Massachusetts
$125K +$125K +481 New
FWM
371
Focused Wealth Management
New York
$117K
S
372
SignatureFD
Georgia
$98K +$4.95K +19 +5%
HI
373
Harbour Investments
Wisconsin
$97K +$97K +370 New
HPC
374
HM Payson & Co
Maine
$92K
BSG
375
Black Swift Group
Colorado
$90K