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Watsco
WSO

Overview Fund Activity

463 hedge funds and large institutions have $8.04B invested in Watsco 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
Holders
463
Holders Change
+20
Holders Change %
+4.51%
% of All Funds
8.15%
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
+$6.68M
Net Calls Change
-$15M

Top Buyers

1
Swedbank
Swedbank
Sweden
$75.4M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$520M
3
BlackRock
BlackRock
New York
$962M
4
WRF
Waddell & Reed Financial
Kansas
$45.1M
5
EVM
Eaton Vance Management
Massachusetts
$26.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$245M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$37.6M
3
EIP
Epoch Investment Partners
New York
$95.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$66.5M
5
Wells Fargo
Wells Fargo
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
451
Valley National Advisers
Pennsylvania
$3K +$3K +11 New
BC
452
Bartlett & Co
Ohio
$2K – – –
BCA
453
Berman Capital Advisors
Georgia
$2K +$1.11K +5 +125%
HDIM
454
Hanson & Doremus Investment Management
Vermont
$2K +$2K +8 New
BCWM
455
Bartlett & Co Wealth Management
Ohio
$1.57K – – –
TAM
456
Tucker Asset Management
Colorado
$1.3K -$782 -3 -38%
FGAM
457
Financial Gravity Asset Management
Texas
$1.16K -$290 -1 -20%
AWM
458
Atticus Wealth Management
Florida
$1K – – –
SCA
459
Stonebridge Capital Advisors
Minnesota
$1K +$1K +2 New
SFO
460
Standard Family Office
South Dakota
$1K +$1K +4 New
BBHC
461
Brown Brothers Harriman & Co
New York
$50 -$66 -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
16 17 18
19
20