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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.

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

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$5.1M
2
American Century Companies
American Century Companies
Missouri
$813K
3
FCM
Frontier Capital Management
Massachusetts
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10M
5
Wells Fargo
Wells Fargo
California
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
426
Global Financial Private Client
Florida
$3.63K – – –
Bessemer Group
427
Bessemer Group
New Jersey
$3K – – –
TWA
428
TCI Wealth Advisors
Arizona
$3K – – –
TC
429
Truvestments Capital
Florida
$3K +$3K +14 New
ABC
430
Associated Banc-Corp
Wisconsin
$2K – – –
IF
431
Ironwood Financial
Arizona
$2K – – –
BCM
432
Bourgeon Capital Management
Connecticut
$2K – – –
TAM
433
Tucker Asset Management
Colorado
$1.81K +$1.81K +8 New
BCWM
434
Bartlett & Co Wealth Management
Ohio
$1.36K – – –
BC
435
Bartlett & Co
Ohio
$1K – – –
AWM
436
Atticus Wealth Management
Florida
$1K – – –
JCM
437
Jacobi Capital Management
Pennsylvania
$1K +$1K +4 New
FGAM
438
Financial Gravity Asset Management
Texas
$1K +$1K +5 New
TCOV
439
Trust Company of Vermont
Vermont
$1K +$1K +5 New
GRP
440
Global Retirement Partners
California
$1K +$1K +6 New
FCM
441
Frontier Capital Management
Massachusetts
– -$13.3M -57,113 Closed
EAM
442
Eagle Asset Management
Florida
– -$9.16M -39,427 Closed
Balyasny Asset Management
443
Balyasny Asset Management
Illinois
– -$4.39M -18,833 Closed
DA
444
Denali Advisors
California
– -$3.75M -16,100 Closed
HF
445
HRT Financial
New York
– -$3.02M -12,982 Closed
HighTower Advisors
446
HighTower Advisors
Illinois
– -$2.98M -12,806 Closed
BIM
447
Bogle Investment Management
Massachusetts
– -$2.81M -12,045 Closed
Jane Street
448
Jane Street
New York
– -$1.98M -8,512 Closed
EGM
449
Engineers Gate Manager
New York
– -$1.76M -7,569 Closed
MWNA
450
Marshall Wace North America
New York
– -$1.48M -6,327 Closed
16 17
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