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Watsco
WSO

Overview Fund Activity

474 hedge funds and large institutions have $8.77B invested in Watsco in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 157 increasing their positions, 170 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
8.28%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
61
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
$63.3M
2
Macquarie Group
Macquarie Group
Australia
$49.9M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$253M
4
Morgan Stanley
Morgan Stanley
New York
$48.7M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$594M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$58.3M
2
BlackRock
BlackRock
New York
$1.02B
3
Renaissance Technologies
Renaissance Technologies
New York
$14.2M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$58.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
451
Valley National Advisers
Pennsylvania
$3K – – –
TWA
452
TCI Wealth Advisors
Arizona
$3K – – –
BCM
453
Bourgeon Capital Management
Connecticut
$3K – – –
AAP
454
Arax Advisory Partners
Colorado
$3K +$3K +10 New
GWM
455
Geneos Wealth Management
Colorado
$2K -$46.8K -234 -96%
BC
456
Bartlett & Co
Ohio
$2K – – –
AA
457
Ancora Advisors
Ohio
$2K +$2K +6 New
GI
458
Gradient Investments
Minnesota
$2K +$2K +6 New
CA
459
Clearstead Advisors
Ohio
$2K +$2K +8 New
BCWM
460
Bartlett & Co Wealth Management
Ohio
$1.72K – – –
KJHP
461
K.J. Harrison & Partners
Ontario, Canada
$1.72K +$1.44K +5,030 +528%
TAM
462
Tucker Asset Management
Colorado
$1.43K – – –
SFO
463
Standard Family Office
South Dakota
$1K – – –
AWM
464
Atticus Wealth Management
Florida
$1K – – –
SCA
465
Stonebridge Capital Advisors
Minnesota
$1K – – –
EBA
466
Eagle Bay Advisors
New York
$1K +$1K +1 New
CFO
467
CVA Family Office
Colorado
$1K +$1K +4 New
PI
468
PEAK6 Investments
Illinois
$1K +$1K +4 New
FFG
469
Ford Financial Group
California
$1K +$1K +5 New
AF
470
Allworth Financial
California
$1K +$1K +5 New
BBHC
471
Brown Brothers Harriman & Co
New York
$643 +$589 +2,053 +1,081%
MF
472
Magnetar Financial
Illinois
$439 +$439 +1,533 New
BCM
473
Bridgeway Capital Management
Texas
– -$16.9M -64,750 Closed
Marshall Wace
474
Marshall Wace
United Kingdom
– -$6.11M -23,433 Closed
MWNA
475
Marshall Wace North America
New York
– -$5.16M -19,788 Closed
17 18
19
20 21