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 %
SFSIG
351
San Francisco Sentry Investment Group
California
$258K -$860 -3 -0.3%
EI
352
Ellevest Inc
New York
$258K
WAM
353
Wakefield Asset Management
Colorado
$254K +$254K +887 New
LIM
354
Longfellow Investment Management
Massachusetts
$248K -$132K -461 -35%
DFCM
355
Dark Forest Capital Management
Puerto Rico
$244K +$244K +851 New
6M
356
6 Meridian
Kansas
$238K -$8.88K -31 -4%
MFA
357
Mayflower Financial Advisors
Massachusetts
$237K
UCFA
358
United Capital Financial Advisors
Texas
$236K +$236K +822 New
CB
359
Commerce Bank
Missouri
$229K +$8.59K +30 +4%
FHA
360
Flagship Harbor Advisors
Massachusetts
$228K +$228K +796 New
Mirae Asset Global Investments
361
Mirae Asset Global Investments
South Korea
$225K +$225K +785 New
JEST
362
JTC Employer Solutions Trustee
Jersey
$224K +$224K +780 New
KBC Group
363
KBC Group
Belgium
$218K
Wealthfront Advisers
364
Wealthfront Advisers
California
$212K +$212K +741 New
PCM
365
Parsons Capital Management
Rhode Island
$210K +$210K +732 New
THWM
366
Taylor Hoffman Wealth Management
Virginia
$209K +$209K +729 New
Simplex Trading
367
Simplex Trading
Illinois
$202K +$153K +537 +316%
Canada Pension Plan Investment Board
368
Canada Pension Plan Investment Board
Ontario, Canada
$195K -$557K -1,947 -74%
HWA
369
Heritage Wealth Advisors
Virginia
$184K
FF
370
FourThought Financial
Florida
$178K -$6.85K -24 -4%
AII
371
AGF Investments Inc
Ontario, Canada
$167K -$46.5K -162 -22%
S
372
SignatureFD
Georgia
$160K +$52K +181 +48%
PMAS
373
PNC Managed Account Solutions
Texas
$160K +$160K +557 New
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$154K +$69.6K +243 +82%
BAM
375
Belpointe Asset Management
Nevada
$147K +$147K +514 New