We are live on ! Find out more
WSO icon

Watsco Inc
WSO

463 hedge funds and large institutions have $8.04B invested in Watsco Inc 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

294% more call options, than puts

Call options by funds: $8.94M | Put options by funds: $2.27M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

35% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 136

15% more capital invested

Capital invested by funds: $6.99B → $8.04B (+$1.06B)

5% more funds holding

Funds holding: 443 → 463 (+20)

0.03% less ownership

Funds ownership: 94.12% → 94.09% (-0.03%)

Holders
463
Holders Change
+20
Holders Change %
+4.51%
% of All Funds
8.13%
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
+$6.67M
Net Calls Change
-$15M

Top Buyers

Rank Fund Capital Flow
1
Swedbank
Swedbank
Sweden
+$71.3M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$62.7M
3
BlackRock
BlackRock
New York
+$58.3M
4
WRF
Waddell & Reed Financial
Kansas
+$42.7M
5
EVM
Eaton Vance Management
Massachusetts
+$23.9M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$77.5M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$45M
3
EIP
Epoch Investment Partners
New York
-$31M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$29.5M
5
Wells Fargo
Wells Fargo
California
-$27.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
451
Valley National Advisers
Pennsylvania
$3K +$2.71K +11 New
BC
452
Bartlett & Co
Ohio
$2K – – –
BCA
453
Berman Capital Advisors
Georgia
$2K +$1.23K +5 +125%
HDIM
454
Hanson & Doremus Investment Management
Vermont
$2K +$1.97K +8 New
BCWM
455
Bartlett & Co Wealth Management
Ohio
$1.56K – – –
TAM
456
Tucker Asset Management
Colorado
$1.3K -$740 -3 -38%
FGAM
457
Financial Gravity Asset Management
Texas
$1.16K -$247 -1 -20%
AWM
458
Atticus Wealth Management
Florida
$1K – – –
SCA
459
Stonebridge Capital Advisors
Minnesota
$1K +$493 +2 New
SFO
460
Standard Family Office
South Dakota
$1K +$986 +4 New
BBHC
461
Brown Brothers Harriman & Co
New York
$50 -$61.6K -250 -57%
BCI
462
Brinker Capital Investments
Pennsylvania
– -$5.96M -26,295 Closed
MSA
463
Mason Street Advisors
Wisconsin
– -$3.97M -17,530 Closed
AACP
464
Advantage Alpha Capital Partners
California
– -$3.54M -15,615 Closed
Tudor Investment Corp
465
Tudor Investment Corp
Connecticut
– -$2.33M -10,262 Closed
Fiera Capital (Canada)
466
Fiera Capital (Canada)
Quebec, Canada
– -$2.17M -9,595 Closed
ROC
467
Running Oak Capital
Minnesota
– -$1.98M -8,744 Closed
MGWM
468
Marks Group Wealth Management
Minnesota
– -$1.95M -8,586 Closed
DWM
469
Dakota Wealth Management
Florida
– -$1.68M -7,401 Closed
DF
470
Donoghue Forlines
Massachusetts
– -$1.36M -5,990 Closed
BA
471
Bridgewater Associates
Connecticut
– -$996K -4,398 Closed
Zurich Cantonal Bank
472
Zurich Cantonal Bank
Switzerland
– -$913K -4,030 Closed
AA
473
AQR Arbitrage
Connecticut
– -$748K -3,308 Closed
CC
474
Cadinha & Co
Hawaii
– -$725K -3,200 Closed
PAMP
475
Polar Asset Management Partners
Ontario, Canada
– -$694K -3,062 Closed
17 18
19
20 21

WSO Hedge Fund Activity: Q1 2021 in Review

463 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q1 2021, worth a combined $8.04B — up 15% from $6.99B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new WSO positions and 41 closed out — a net gain of 24 holders — while 183 added to existing stakes and 136 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $71.3M. The largest seller was Fidelity Investments, cutting an estimated $77.5M.

  • 463 institutional investors held Watsco Inc (WSO) as of Q1 2021, up from 443 in Q4 2020.
  • Funds reported $8.04B of Watsco Inc stock for Q1 2021, up 15% quarter-over-quarter.
  • 65 funds opened new Watsco Inc positions in Q1 2021 and 41 closed out, a net change of +24 holders.
  • The largest Watsco Inc buyer in Q1 2021 was Swedbank, an estimated $71.3M added.
  • The largest Watsco Inc seller in Q1 2021 was Fidelity Investments, an estimated $77.5M sold.

Based on aggregated 13F filings for Q1 2021.