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
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$8K
HF
427
Halpern Financial
Virginia
$7.3K +$7.3K +28 New
LC
428
Lindbrook Capital
California
$7K +$1.25K +5 +22%
SC
429
Sierra Capital
Florida
$7K +$7K +25 New
CH
430
Canton Hathaway
Rhode Island
$7K +$7K +26 New
APWM
431
Atlas Private Wealth Management
New York
$6K
KFI
432
Key Financial Inc
Pennsylvania
$6K
EARNEST Partners
433
EARNEST Partners
Georgia
$6K
EWA
434
Evolution Wealth Advisors
Florida
$6K +$6K +23 New
LWP
435
Lumature Wealth Partners
Georgia
$6K +$6K +24 New
TSW
436
Thompson Siegel & Walmsley
Virginia
$5K -$11.9K -50 -70%
GWS
437
Glassman Wealth Services
Virginia
$5K
ST
438
Smithfield Trust
Pennsylvania
$5K
APC
439
Aspire Private Capital
North Carolina
$5K
AssetMark Inc
440
AssetMark Inc
California
$5K +$5K +18 New
JFA
441
JNBA Financial Advisors
Minnesota
$5K +$5K +19 New
EW
442
Evoke Wealth
California
$5K +$5K +21 New
GFPC
443
Global Financial Private Client
Florida
$4.28K
Nisa Investment Advisors
444
Nisa Investment Advisors
Missouri
$4.26K -$130 -500 -3%
TC
445
Truvestments Capital
Florida
$4K
Bessemer Group
446
Bessemer Group
New Jersey
$4K
MWP
447
Meridian Wealth Partners
Pennsylvania
$4K +$4K +14 New
IF
448
Ironwood Financial
Arizona
$3K
BCM
449
Bourgeon Capital Management
Connecticut
$3K
TWA
450
TCI Wealth Advisors
Arizona
$3K