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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 %
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$276K +$11.9K +45 +5%
CIBC World Market
352
CIBC World Market
Ontario, Canada
$270K +$14.5K +55 +6%
VPIM
353
Vanguard Personalized Indexing Management
California
$265K -$94.8K -358 -26%
FGAM
354
Financial Gravity Asset Management
Texas
$265K – – –
CI
355
Cigna Investments
Connecticut
$257K -$26.4K -100 -9%
PNC
356
Park National Corp
Ohio
$255K – – –
CGA
357
Crescent Grove Advisors
Illinois
$251K – – –
KAS
358
Kestra Advisory Services
Texas
$248K -$9.77K -37 -4%
WTB
359
Washington Trust Bank
Washington
$242K +$242K +916 New
IRF
360
IBM Retirement Fund
New York
$241K – – –
M&T Bank
361
M&T Bank
New York
$240K – – –
Wealthfront Advisers
362
Wealthfront Advisers
California
$240K +$44.1K +167 +23%
EI
363
Ellevest Inc
New York
$239K +$530 +2 +0.2%
MFA
364
Mayflower Financial Advisors
Massachusetts
$237K – – –
WAM
365
Wakefield Asset Management
Colorado
$232K -$2.65K -10 -1%
CB
366
Commerce Bank
Missouri
$232K +$20.4K +77 +10%
JG
367
Jefferies Group
New York
$229K +$229K +866 New
LIM
368
Longfellow Investment Management
Massachusetts
$229K – – –
FHA
369
Flagship Harbor Advisors
Massachusetts
$228K – – –
GTCM
370
Gyon Technologies Capital Management
New Jersey
$227K +$227K +858 New
SM
371
Sciencast Management
New Jersey
$221K +$221K +800 New
UH
372
Unigestion Holding
Switzerland
$220K -$969K -3,569 -82%
IWC
373
Integrated Wealth Concepts
Massachusetts
$213K +$213K +806 New
6M
374
6 Meridian
Kansas
$210K -$10.1K -38 -5%
Mirae Asset Global Investments
375
Mirae Asset Global Investments
South Korea
$207K -$1.06K -4 -0.5%
13 14
15
16 17