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Watsco Inc
WSO

475 hedge funds and large institutions have $8.77B invested in Watsco Inc in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 157 increasing their positions, 170 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $18M | Put options by funds: $4.62M

32% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 47

9% more capital invested

Capital invested by funds: $8.04B → $8.77B (+$732M)

3% more funds holding

Funds holding: 463 → 475 (+12)

0.78% less ownership

Funds ownership: 94.09% → 93.3% (-0.78%)

8% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 170

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
475
Holders Change
+12
Holders Change %
+2.59%
% of All Funds
8.27%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
62
Increased
157
Reduced
170
Closed
47
Calls
$18M
Puts
$4.62M
Net Calls
+$13.4M
Net Calls Change
+$6.68M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$60.1M
2
Macquarie Group
Macquarie Group
Australia
+$49.5M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$31.6M
4
Morgan Stanley
Morgan Stanley
New York
+$28.7M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$22M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$57.7M
2
BlackRock
BlackRock
New York
-$36.5M
3
Renaissance Technologies
Renaissance Technologies
New York
-$36M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$28M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
451
Bourgeon Capital Management
Connecticut
$3K – – –
TWA
452
TCI Wealth Advisors
Arizona
$3K – – –
VNA
453
Valley National Advisers
Pennsylvania
$3K – – –
AAP
454
Arax Advisory Partners
Colorado
$3K +$2.86K +10 New
GWM
455
Geneos Wealth Management
Colorado
$2K -$67K -234 -96%
BC
456
Bartlett & Co
Ohio
$2K – – –
AA
457
Ancora Advisors
Ohio
$2K +$1.72K +6 New
GI
458
Gradient Investments
Minnesota
$2K +$1.72K +6 New
CA
459
Clearstead Advisors
Ohio
$2K +$2.29K +8 New
BCWM
460
Bartlett & Co Wealth Management
Ohio
$1.72K – – –
KJHP
461
K.J. Harrison & Partners
Ontario, Canada
$1.72K +$1.44M +5,030 +528%
TAM
462
Tucker Asset Management
Colorado
$1.43K – – –
CT
463
Caldwell Trust
Florida
$1.43K +$1.43K +5 New
AWM
464
Atticus Wealth Management
Florida
$1K – – –
SFO
465
Standard Family Office
South Dakota
$1K – – –
SCA
466
Stonebridge Capital Advisors
Minnesota
$1K – – –
EBA
467
Eagle Bay Advisors
New York
$1K +$286 +1 New
CFO
468
CVA Family Office
Colorado
$1K +$1.15K +4 New
PI
469
PEAK6 Investments
Illinois
$1K +$1.15K +4 New
AF
470
Allworth Financial
California
$1K +$1.43K +5 New
FFG
471
Ford Financial Group
California
$1K +$1.43K +5 New
BBHC
472
Brown Brothers Harriman & Co
New York
$643 +$588K +2,053 +1,081%
MF
473
Magnetar Financial
Illinois
$439 +$439K +1,533 New
BCM
474
Bridgeway Capital Management
Texas
– -$16.9M -64,750 Closed
Marshall Wace
475
Marshall Wace
United Kingdom
– -$6.11M -23,433 Closed
17 18
19
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