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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 %
EI
351
Ethic Inc
New York
$414K -$71K -227 -15%
VFA
352
Voya Financial Advisors
Connecticut
$409K +$1.55K +5 +0.4%
BRWA
353
B. Riley Wealth Advisors
Florida
$406K -$10.9K -35 -3%
SP
354
Symmetry Partners
Connecticut
$398K – – –
FCBT
355
First Citizens Bank & Trust
North Carolina
$396K -$2.5K -8 -0.6%
Simplex Trading
356
Simplex Trading
Illinois
$393K +$172K +552 +78%
Royal London Asset Management
357
Royal London Asset Management
United Kingdom
$385K – – –
VIA
358
Vident Investment Advisory
Georgia
$383K -$113K -363 -23%
AC
359
Avestar Capital
New York
$373K +$24.1K +77 +7%
CIBC World Market
360
CIBC World Market
Ontario, Canada
$373K +$53.2K +170 +17%
OQS
361
Occudo Quantitative Strategies
Florida
$366K – – –
KAS
362
Kestra Advisory Services
Texas
$358K +$64.2K +205 +22%
UB
363
UMB Bank
Missouri
$356K -$314K -1,002 -47%
FBT
364
First Bank & Trust
South Dakota
$346K +$17.5K +56 +5%
Two Sigma Advisers
365
Two Sigma Advisers
New York
$344K +$344K +1,100 New
FEM
366
Fulcrum Equity Management
Texas
$341K -$9.06K -29 -3%
PG
367
Pendal Group
Australia
$337K +$337K +1,076 New
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$335K +$8.76K +28 +3%
WTB
369
Washington Trust Bank
Washington
$320K +$33.2K +106 +12%
Wealthfront Advisers
370
Wealthfront Advisers
California
$310K +$25.4K +81 +9%
FHA
371
Flagship Harbor Advisors
Massachusetts
$309K +$59.8K +191 +24%
V
372
Veritable
Delaware
$306K +$306K +979 New
CFAM
373
Coury Firm Asset Management
Pennsylvania
$305K +$305K +974 New
CGA
374
Crescent Grove Advisors
Illinois
$303K +$5.95K +19 +2%
IWC
375
Integrated Wealth Concepts
Massachusetts
$303K +$51.2K +164 +20%
13 14
15
16 17