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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$245M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$37.6M
3
EIP
Epoch Investment Partners
New York
$95.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$66.5M
5
Wells Fargo
Wells Fargo
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
401
Concord Wealth Partners
Virginia
$29K +$29K +112 New
GA
402
GoalVest Advisory
New York
$27K – – –
GAM
403
Gemmer Asset Management
California
$26K – – –
QCG
404
Quadrant Capital Group
Ohio
$22K +$3.11K +12 +16%
FPS
405
Fieldpoint Private Securities
Connecticut
$21K – – –
IFAM
406
Institutional & Family Asset Management
Colorado
$20K -$4.21K -16 -17%
HNB
407
Huntington National Bank
Ohio
$18K -$2.35K -9 -12%
SWM
408
Spire Wealth Management
Virginia
$18K +$18K +70 New
HFA
409
HC Financial Advisors
California
$17K – – –
CWC
410
Carolinas Wealth Consulting
North Carolina
$17K – – –
RFA
411
Reilly Financial Advisors
California
$17K +$1.86K +7 +12%
LJHT
412
Laurie J. Hall Trustee
$16K – – –
AIG
413
American International Group
New York
$15.5K +$89 +340 +0.6%
VFA
414
Valeo Financial Advisors
Indiana
$15K +$1.02K +4 +7%
DAM
415
Delta Asset Management
Tennessee
$13K +$13K +50 New
SIM
416
Sonora Investment Management
Arizona
$11K +$1.88K +7 +21%
PCIA
417
Prime Capital Investment Advisors
Kansas
$11K +$11K +41 New
CA
418
Crewe Advisors
Utah
$10K – – –
CFA
419
Carroll Financial Associates
North Carolina
$10K – – –
LB
420
Legacy Bridge
Iowa
$10K – – –
SIC
421
Salem Investment Counselors
North Carolina
$10K +$10K +39 New
NFG
422
Next Financial Group
Texas
$9K -$317K -1,305 -97%
VCM
423
Versant Capital Management
Arizona
$9K +$3.44K +13 +62%
PK
424
Pflug Koory
Nebraska
$9K +$9K +36 New
Jones Financial Companies
425
Jones Financial Companies
Missouri
$8K – – –
15 16
17
18 19