475 hedge funds and large institutions have $8.11B invested in Watsco in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 172 increasing their positions, 168 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
8.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
52
Increased
172
Reduced
168
Closed
44
Calls
$16M
Puts
$15.9M
Net Calls
+$57K
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
401
IFP Advisors
Florida
$55K +$7.71K +29 +16%
GLLW
402
Graves Light Lenhart Wealth
Virginia
$54K
APA
403
American Portfolios Advisors
New York
$53.5K +$1.85K +7 +4%
PCG
404
Private Capital Group
Connecticut
$47K
HPC
405
HM Payson & Co
Maine
$43K
RMC
406
Resources Management Corp
Connecticut
$40K
QCG
407
Quadrant Capital Group
Ohio
$31K +$7.22K +27 +30%
AF
408
Advisornet Financial
Minnesota
$30K
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$30K +$30K +114 New
GAM
410
Gemmer Asset Management
California
$27K
CCM
411
Covington Capital Management
California
$26K
PB
412
Pinnacle Bancorp
Nebraska
$26K +$26K +100 New
SIM
413
Sonora Investment Management
Arizona
$25K +$10.8K +40 +75%
ST
414
Sageworth Trust
Pennsylvania
$24K
LWP
415
Lumature Wealth Partners
Georgia
$23K +$10.2K +39 +80%
VCM
416
Vigilant Capital Management
Maine
$23K +$23K +87 New
FPS
417
Fieldpoint Private Securities
Connecticut
$21K
IFAM
418
Institutional & Family Asset Management
Colorado
$20K
KTC
419
Kistler-Tiffany Companies
Pennsylvania
$20K +$20K +75 New
HFA
420
HC Financial Advisors
California
$17K
WBC
421
West Branch Capital
Massachusetts
$17K
CWC
422
Carolinas Wealth Consulting
North Carolina
$17K
HNB
423
Huntington National Bank
Ohio
$17K +$4.64K +18 +38%
SWM
424
Spire Wealth Management
Virginia
$16K -$2.07K -8 -11%
LJHT
425
Laurie J. Hall Trustee
$16K