474 hedge funds and large institutions have $8.77B invested in Watsco in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 157 increasing their positions, 170 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
8.28%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
61
Increased
157
Reduced
170
Closed
47
Calls
$18M
Puts
$4.62M
Net Calls
+$13.4M
Net Calls Change
+$6.68M
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
401
HM Payson & Co
Maine
$46K -$54.5K -192 -54%
RMC
402
Resources Management Corp
Connecticut
$43K
MHR
403
Matthew Hamilton Rosenberg
$40K +$40K +139 New
WP
404
WealthShield Partners
North Carolina
$36K
EFSCE
405
Enterprise Financial Services Corp (EFSC)
Missouri
$34K +$1.44K +5 +4%
AF
406
Advisornet Financial
Minnesota
$33K
CWP
407
Concord Wealth Partners
Virginia
$32K
GA
408
GoalVest Advisory
New York
$30K
GAM
409
Gemmer Asset Management
California
$29K
CCM
410
Covington Capital Management
California
$29K +$29K +100 New
QCG
411
Quadrant Capital Group
Ohio
$26K +$1.17K +4 +5%
ST
412
Sageworth Trust
Pennsylvania
$26K +$26K +90 New
FPS
413
Fieldpoint Private Securities
Connecticut
$22K
IFAM
414
Institutional & Family Asset Management
Colorado
$22K
SWM
415
Spire Wealth Management
Virginia
$20K
FWM
416
FFT Wealth Management
Pennsylvania
$20K +$20K +71 New
HFA
417
HC Financial Advisors
California
$19K
CWC
418
Carolinas Wealth Consulting
North Carolina
$18K
WBC
419
West Branch Capital
Massachusetts
$18K +$18K +63 New
LJHT
420
Laurie J. Hall Trustee
$17K
AIG
421
American International Group
New York
$16.8K -$315 -1,098 -2%
SIM
422
Sonora Investment Management
Arizona
$15K +$3.4K +12 +29%
HNB
423
Huntington National Bank
Ohio
$14K -$6.13K -21 -30%
Jones Financial Companies
424
Jones Financial Companies
Missouri
$14K +$5.43K +19 +63%
LWP
425
Lumature Wealth Partners
Georgia
$14K +$7.14K +25 +104%