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Watsco
WSO

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$63.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$33.2M
3
Millennium Management
Millennium Management
New York
$27.1M
4
VNIM
Vaughan Nelson Investment Management
Texas
$23M
5
Renaissance Technologies
Renaissance Technologies
New York
$26.5M

Top Sellers

1
GGHC
Gilder Gagnon Howe & Co
New York
$68K
2
EIP
Epoch Investment Partners
New York
$60.5M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$37.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$42.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
426
Jones Financial Companies
Missouri
$13K – – –
BIA
427
Bell Investment Advisors
California
$13K +$13K +49 New
PA
428
PSI Advisors
Florida
$13K +$13K +50 New
DAM
429
Delta Asset Management
Tennessee
$12K – – –
CFA
430
Carroll Financial Associates
North Carolina
$12K +$1.75K +7 +17%
LB
431
Legacy Bridge
Iowa
$11K – – –
GKWIM
432
Gerber Kawasaki Wealth & Investment Management
California
$10K +$10K +39 New
MHR
433
Matthew Hamilton Rosenberg
$9K -$26.7K -104 -75%
ANBT
434
American National Bank & Trust
Texas
$8K +$8K +32 New
RCA
435
Ranch Capital Advisors
Florida
$8K +$8K +32 New
HF
436
Halpern Financial
Virginia
$7.41K – – –
VCM
437
Versant Capital Management
Arizona
$7K -$2K -8 -22%
SC
438
Sierra Capital
Florida
$7K – – –
LC
439
Lindbrook Capital
California
$7K – – –
CFA
440
Cahill Financial Advisors
Minnesota
$7K +$7K +28 New
KFI
441
Key Financial Inc
Pennsylvania
$6K – – –
SSB
442
Sandy Spring Bank
Maryland
$6K – – –
EARNEST Partners
443
EARNEST Partners
Georgia
$6K – – –
BCA
444
Berman Capital Advisors
Georgia
$6K +$2K +8 +50%
ST
445
Smithfield Trust
Pennsylvania
$5K – – –
JFA
446
JNBA Financial Advisors
Minnesota
$5K – – –
GWS
447
Glassman Wealth Services
Virginia
$5K – – –
APC
448
Aspire Private Capital
North Carolina
$5K – – –
GWM
449
Geneos Wealth Management
Colorado
$5K +$2.62K +11 +110%
GFPC
450
Global Financial Private Client
Florida
$4.28K – – –
16 17
18
19 20