443 hedge funds and large institutions have $6.99B invested in Watsco in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.86%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
56
Increased
161
Reduced
164
Closed
48
Calls
$23.1M
Puts
$1.4M
Net Calls
+$21.7M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
376
Cedar Wealth Management
California
$52K
FHA
377
First Horizon Advisors
Tennessee
$49K -$25.4K -113 -34%
JWM
378
Janiczek Wealth Management
Colorado
$48K +$32.7K +143 +213%
VAIA
379
Virtus Alternative Investment Advisers
Connecticut
$46K -$100K -438 -69%
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$46K -$33.4K -148 -42%
GLLW
381
Graves Light Lenhart Wealth
Virginia
$46K +$46K +204 New
RWA
382
Ropes Wealth Advisors
Massachusetts
$45K +$16.7K +74 +59%
CFGS
383
Concourse Financial Group Securities
Alabama
$40K +$3.64K +16 +10%
IA
384
IFP Advisors
Florida
$40K +$19.1K +85 +91%
FCA
385
FinTrust Capital Advisors
South Carolina
$39K
GWM
386
Geneos Wealth Management
Colorado
$37K +$15.2K +100 +69%
MAM
387
Meeder Asset Management
Ohio
$36K -$138K -601 -79%
RMC
388
Resources Management Corp
Connecticut
$34K
APA
389
American Portfolios Advisors
New York
$29.5K -$4.76K -21 -14%
AF
390
Advisornet Financial
Minnesota
$26K
EFSCE
391
Enterprise Financial Services Corp (EFSC)
Missouri
$25K -$2.5K -11 -9%
GA
392
GoalVest Advisory
New York
$24K +$24K +104 New
GAM
393
Gemmer Asset Management
California
$23K
CAAS
394
Capital Asset Advisory Services
Michigan
$23K +$23K +101 New
IFAM
395
Institutional & Family Asset Management
Colorado
$21K
Lazard Asset Management
396
Lazard Asset Management
New York
$21K +$21K +93 New
HNB
397
Huntington National Bank
Ohio
$18K
FPS
398
Fieldpoint Private Securities
Connecticut
$18K +$18K +80 New
QCG
399
Quadrant Capital Group
Ohio
$17K -$466 -2 -3%
TSW
400
Thompson Siegel & Walmsley
Virginia
$16K