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 %
RFA
401
Reilly Financial Advisors
California
$13K
VFA
402
Valeo Financial Advisors
Indiana
$13K +$9.46K +40 +267%
PO
403
Private Ocean
California
$13K +$13K +54 New
FCH
404
Freestone Capital Holdings
Washington
$10K +$10K +43 New
CFA
405
Carroll Financial Associates
North Carolina
$10K
JFGIW
406
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K
LB
407
Legacy Bridge
Iowa
$9K
CA
408
Crewe Advisors
Utah
$9K +$9K +37 New
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$8K
PMFA
410
Plante Moran Financial Advisors
Michigan
$8K +$8K +35 New
RIM
411
Rockbridge Investment Management
New York
$7K
FFC
412
First Financial Corp
Indiana
$7K +$5.65K +25 +417%
Millennium Management
413
Millennium Management
New York
$6.67K -$34.5K -148,053 -84%
EARNEST Partners
414
EARNEST Partners
Georgia
$5K
CAW
415
Cornerstone Advisors (Washington)
Washington
$5K
APWM
416
Atlas Private Wealth Management
New York
$5K
PFS
417
Prospera Financial Services
Texas
$5K +$5K +19 New
ST
418
Smithfield Trust
Pennsylvania
$5K +$5K +20 New
GWS
419
Glassman Wealth Services
Virginia
$4K
VCM
420
Versant Capital Management
Arizona
$4K
APC
421
Aspire Private Capital
North Carolina
$4K +$4K +18 New
GFPC
422
Global Financial Private Client
Florida
$3.71K
PG
423
Proffitt & Goodson
Tennessee
$3K
Bessemer Group
424
Bessemer Group
New Jersey
$3K
TWA
425
TCI Wealth Advisors
Arizona
$3K