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Watsco
WSO

Overview Fund Activity

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.

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

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$746M
2
Ameriprise
2
Ameriprise
Minnesota
$82.3M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$394M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$169M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.1M
2
American Century Companies
2
American Century Companies
Missouri
$813K
3
FCM
3
Frontier Capital Management
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10M
5
Wells Fargo
5
Wells Fargo
California
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
HFA
401
HC Financial Advisors
California
$15K 66 +66 New
CWC
402
Carolinas Wealth Consulting
North Carolina
$14K 64 -18 -22%
LJHT
403
Laurie J. Hall Trustee
$14K 60 – –
AIG
404
American International Group
New York
$13.4K 59,223 -935 -2%
RFA
405
Reilly Financial Advisors
California
$13K 57 – –
FCH
406
Freestone Capital Holdings
Washington
$12.7K 56 +13 +30%
VFA
407
Valeo Financial Advisors
Indiana
$12K 55 – –
PO
408
Private Ocean
California
$12K 54 – –
CFA
409
Carroll Financial Associates
North Carolina
$9K 41 -2 -5%
LB
410
Legacy Bridge
Iowa
$9K 40 – –
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$8K 28 – –
CA
412
Crewe Advisors
Utah
$8K 37 – –
SIM
413
Sonora Investment Management
Arizona
$8K 34 +28 +467%
AWG
414
Altus Wealth Group
Colorado
$7K 30 +30 New
Jones Financial Companies
415
Jones Financial Companies
Missouri
$7K 30 +30 New
ST
416
Smithfield Trust
Pennsylvania
$5K 20 – –
EARNEST Partners
417
EARNEST Partners
Georgia
$5K 23 – –
APWM
418
Atlas Private Wealth Management
New York
$5K 22 +1 +5%
LC
419
Lindbrook Capital
California
$5K 23 +21 +1,050%
KFI
420
Key Financial Inc
Pennsylvania
$5K 24 +24 New
APC
421
Aspire Private Capital
North Carolina
$4K 18 – –
GWS
422
Glassman Wealth Services
Virginia
$4K 19 – –
VCM
423
Versant Capital Management
Arizona
$4K 21 – –
VCG
424
Vantage Consulting Group
Virginia
$4K 18 +18 New
FPCG
425
Fort Pitt Capital Group
Pennsylvania
$4K 18 +18 New
15 16
17
18 19