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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.

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
1
Vanguard Group
Pennsylvania
$746M
2
Ameriprise
2
Ameriprise
Minnesota
$82.3M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$394M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$169M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.1M
2
American Century Companies
2
American Century Companies
Missouri
$813K
3
FCM
3
Frontier Capital Management
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10M
5
Wells Fargo
5
Wells Fargo
California
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
Wolverine Trading
451
Wolverine Trading
Illinois
– – -6,315 Closed
PP
452
Paloma Partners
Connecticut
– – -5,740 Closed
PAM
453
Panagora Asset Management
Massachusetts
– – -3,244 Closed
Connor, Clark & Lunn Investment Management (CC&L)
454
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -3,208 Closed
SSA
455
Schonfeld Strategic Advisors
New York
– – -3,055 Closed
TI
456
Trexquant Investment
Connecticut
– – -2,929 Closed
QT
457
Quantbot Technologies
New York
– – -2,435 Closed
QIM
458
Quantitative Investment Management
Virginia
– – -1,901 Closed
BFM
459
Boothbay Fund Management
New York
– – -1,818 Closed
TC
460
TwinBeech Capital
New York
– – -1,306 Closed
Verition Fund Management
461
Verition Fund Management
Connecticut
– – -1,166 Closed
FMT
462
First Mercantile Trust
Tennessee
– – -1,109 Closed
Two Sigma Advisers
463
Two Sigma Advisers
New York
– – -1,100 Closed
OR
464
Olympiad Research
Connecticut
– – -985 Closed
FC
465
FORA Capital
Florida
– – -927 Closed
LSPW
466
Lake Street Private Wealth
Illinois
– – -889 Closed
6M
467
6 Meridian
Kansas
– – -878 Closed
CB
468
Commerce Bank
Missouri
– – -869 Closed
MCM
469
MAI Capital Management
Ohio
– – -867 Closed
BCM
470
Brookstone Capital Management
Illinois
– – -862 Closed
DWT
471
Dorsey & Whitney Trust
South Dakota
– – -859 Closed
CFB
472
Cullen/Frost Bankers
Texas
– – -707 Closed
GT
473
Glenmede Trust
Pennsylvania
– – -667 Closed
AAMU
474
Amundi Asset Management US
Massachusetts
– – -152 Closed
CIA
475
CSat Investment Advisory
Michigan
– – -113 Closed
16 17 18
19
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