WSO icon

Watsco
WSO

Overview Fund Activity

463 hedge funds and large institutions have $8.04B invested in Watsco in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 136 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+20
Holders Change %
+4.51%
% of All Funds
8.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
65
Increased
183
Reduced
136
Closed
41
Calls
$8.94M
Puts
$2.27M
Net Calls
+$6.68M
Net Calls Change
-$15M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$75.4M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$520M
3
BlackRock
3
BlackRock
New York
$962M
4
WRF
4
Waddell & Reed Financial
Kansas
$45.1M
5
EVM
5
Eaton Vance Management
Massachusetts
$26.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$245M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$37.6M
3
EIP
3
Epoch Investment Partners
New York
$95.4M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$66.5M
5
Wells Fargo
5
Wells Fargo
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
376
Parkside Financial Bank & Trust
Missouri
$83K -$3.37K -13 -4%
JWM
377
Janiczek Wealth Management
Colorado
$82K +$27K +103 +49%
FC
378
FORA Capital
Florida
$79K +$79K +303 New
CTC
379
Central Trust Company
Missouri
$78K – – –
First Manhattan
380
First Manhattan
New York
$78K – – –
EIP
381
Ellis Investment Partners
Pennsylvania
$78K – – –
Rockefeller Capital Management
382
Rockefeller Capital Management
New York
$76K +$9.79K +38 +15%
GWM
383
Geneos Wealth Management
Colorado
$71K – – –
EWM
384
Endurance Wealth Management
Rhode Island
$70K – – –
MAM
385
Meeder Asset Management
Ohio
$67K +$26.2K +101 +64%
CFGS
386
Concourse Financial Group Securities
Alabama
$61K +$15.3K +59 +34%
CWM
387
Cedar Wealth Management
California
$60K – – –
FHA
388
First Horizon Advisors
Tennessee
$56K – – –
GLLW
389
Graves Light Lenhart Wealth
Virginia
$53K – – –
VanEck Associates
390
VanEck Associates
New York
$51K +$51K +196 New
PCG
391
Private Capital Group
Connecticut
$48K -$18.3K -70 -28%
APA
392
American Portfolios Advisors
New York
$47.2K +$13.3K +51 +39%
IA
393
IFP Advisors
Florida
$46K – – –
FCA
394
FinTrust Capital Advisors
South Carolina
$44K – – –
Simplex Trading
395
Simplex Trading
Illinois
$44K +$44K +170 New
OSAM
396
O'Shaughnessy Asset Management
Connecticut
$42K -$10.9K -42 -21%
RMC
397
Resources Management Corp
Connecticut
$39K – – –
WP
398
WealthShield Partners
North Carolina
$33K +$33K +126 New
AF
399
Advisornet Financial
Minnesota
$30K – – –
EFSCE
400
Enterprise Financial Services Corp (EFSC)
Missouri
$29K +$770 +3 +3%
14 15
16
17 18