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 %
SB
426
Strategic Blueprint
Georgia
$14K +$14K +49 New
DAM
427
Delta Asset Management
Tennessee
$13K -$1.13K -4 -8%
CFA
428
Carroll Financial Associates
North Carolina
$11K
LB
429
Legacy Bridge
Iowa
$11K
VCM
430
Versant Capital Management
Arizona
$10K +$556 +2 +6%
Bessemer Group
431
Bessemer Group
New Jersey
$10K +$6K +21 +150%
HF
432
Halpern Financial
Virginia
$8.03K
LC
433
Lindbrook Capital
California
$8K
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$8K
SC
435
Sierra Capital
Florida
$7K
KFI
436
Key Financial Inc
Pennsylvania
$7K
EARNEST Partners
437
EARNEST Partners
Georgia
$7K
SSB
438
Sandy Spring Bank
Maryland
$7K +$7K +23 New
ST
439
Smithfield Trust
Pennsylvania
$6K
NFG
440
Next Financial Group
Texas
$5K -$6.56K -21 -57%
JFA
441
JNBA Financial Advisors
Minnesota
$5K
GWS
442
Glassman Wealth Services
Virginia
$5K
APC
443
Aspire Private Capital
North Carolina
$5K
IF
444
Ironwood Financial
Arizona
$5K +$2.06K +7 +70%
Nisa Investment Advisors
445
Nisa Investment Advisors
Missouri
$4.69K
GFPC
446
Global Financial Private Client
Florida
$4.63K
TC
447
Truvestments Capital
Florida
$4K
BCA
448
Berman Capital Advisors
Georgia
$4K +$1.75K +7 +78%
FMP
449
Financial Management Professionals
Texas
$4K +$4K +15 New
CA
450
Crewe Advisors
Utah
$3K -$7.09K -26 -70%