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Watsco
WSO

Overview Fund Activity

519 hedge funds and large institutions have $9.6B invested in Watsco in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 199 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+44
Holders Change %
+9.26%
% of All Funds
8.02%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
85
Increased
199
Reduced
156
Closed
35
Calls
$17.4M
Puts
$11.2M
Net Calls
+$6.2M
Net Calls Change
+$6.14M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.15B
2
Capital World Investors
2
Capital World Investors
California
$352M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$296M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$653M
5
BFS
5
Baskin Financial Services
Ontario, Canada
$13.5M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$39.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$10.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$157M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
426
KBC Group
Belgium
$119K – – –
First Manhattan
427
First Manhattan
New York
$112K – – –
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$98K +$98K +313 New
C
429
Covestor
United Kingdom
$96K +$96K +308 New
HNB
430
Huntington National Bank
Ohio
$95K +$74.2K +235 +356%
ACM
431
Aquatic Capital Management
Illinois
$94K +$94K +300 New
EIP
432
Ellis Investment Partners
Pennsylvania
$93K – – –
IA
433
IFP Advisors
Florida
$82K +$16.2K +51 +25%
CFGS
434
Concourse Financial Group Securities
Alabama
$78K -$4.72K -15 -6%
EWM
435
Endurance Wealth Management
Rhode Island
$77K -$7.54K -24 -9%
CWM
436
Cedar Wealth Management
California
$72K – – –
APA
437
American Portfolios Advisors
New York
$64.5K +$1.25K +4 +2%
GLLW
438
Graves Light Lenhart Wealth
Virginia
$64K – – –
PCG
439
Private Capital Group
Connecticut
$56K – – –
National Bank of Canada
440
National Bank of Canada
Quebec, Canada
$56K +$56K +179 New
BWM
441
BerganKDV Wealth Management
Minnesota
$56K +$56K +179 New
HPC
442
HM Payson & Co
Maine
$55K +$4.38K +14 +9%
SCA
443
Snowden Capital Advisors
New York
$53K +$53K +171 New
FAG
444
Fortitude Advisory Group
Washington
$51K +$51K +162 New
RMC
445
Resources Management Corp
Connecticut
$47K – – –
SWM
446
Spire Wealth Management
Virginia
$40K +$20.8K +67 +108%
CWP
447
Concord Wealth Partners
Virginia
$39K +$39K +124 New
QCG
448
Quadrant Capital Group
Ohio
$38K +$2.16K +7 +6%
AF
449
Advisornet Financial
Minnesota
$36K – – –
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$36K – – –
16 17
18
19 20