440 hedge funds and large institutions have $7.26B invested in Watsco in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 114 increasing their positions, 176 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+52
Holders Change %
+13.4%
% of All Funds
8.9%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.2%
New
82
Increased
114
Reduced
176
Closed
29
Calls
$46.7M
Puts
$3.35M
Net Calls
+$43.3M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
376
Private Capital Group
Connecticut
$57K -$19.7K -84 -26%
CWM
377
Cedar Wealth Management
California
$54K
Rockefeller Capital Management
378
Rockefeller Capital Management
New York
$47K -$3.19K -14 -6%
BBHC
379
Brown Brothers Harriman & Co
New York
$44K
CFGS
380
Concourse Financial Group Securities
Alabama
$37K +$11.8K +51 +47%
APA
381
American Portfolios Advisors
New York
$35.2K +$12.3K +53 +54%
RMC
382
Resources Management Corp
Connecticut
$35K
AAMU
383
Amundi Asset Management US
Massachusetts
$35K
GWM
384
Geneos Wealth Management
Colorado
$33K
RWA
385
Ropes Wealth Advisors
Massachusetts
$29K +$29K +126 New
EFSCE
386
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$7.64K +33 +38%
AF
387
Advisornet Financial
Minnesota
$27K
CIA
388
CSat Investment Advisory
Michigan
$26K +$3.45K +15 +15%
GAM
389
Gemmer Asset Management
California
$24K
FHA
390
Flagship Harbor Advisors
Massachusetts
$23K +$5.06K +22 +28%
IA
391
IFP Advisors
Florida
$22K +$1.18K +5 +6%
IFAM
392
Institutional & Family Asset Management
Colorado
$21K
PW
393
Price Wealth
Texas
$19K
CWC
394
Carolinas Wealth Consulting
North Carolina
$19K +$14.8K +64 +356%
HNB
395
Huntington National Bank
Ohio
$18K -$462 -2 -3%
TSW
396
Thompson Siegel & Walmsley
Virginia
$17K
QCG
397
Quadrant Capital Group
Ohio
$17K +$453 +2 +3%
JWM
398
Janiczek Wealth Management
Colorado
$16K +$11.5K +48 +253%
AW
399
Alpha Windward
Massachusetts
$14K -$8.72K -38 -38%
LJHT
400
Laurie J. Hall Trustee
$14K +$14K +60 New