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Watsco
WSO

Overview Fund Activity

475 hedge funds and large institutions have $8.11B invested in Watsco in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 172 increasing their positions, 168 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
8.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
52
Increased
172
Reduced
168
Closed
44
Calls
$16M
Puts
$15.9M
Net Calls
+$57K
Net Calls Change
-$13.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$63.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$33.2M
3
Millennium Management
Millennium Management
New York
$27.1M
4
VNIM
Vaughan Nelson Investment Management
Texas
$23M
5
Renaissance Technologies
Renaissance Technologies
New York
$26.5M

Top Sellers

1
GGHC
Gilder Gagnon Howe & Co
New York
$68K
2
EIP
Epoch Investment Partners
New York
$60.5M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$37.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$42.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
451
Nisa Investment Advisors
Missouri
$4.25K -$79 -300 -2%
DFCM
452
Dark Forest Capital Management
Puerto Rico
$4K -$209K -835 -98%
Bessemer Group
453
Bessemer Group
New Jersey
$4K -$6K -21 -60%
NFG
454
Next Financial Group
Texas
$4K -$571 -2 -13%
IF
455
Ironwood Financial
Arizona
$4K – – –
FMP
456
Financial Management Professionals
Texas
$4K – – –
TC
457
Truvestments Capital
Florida
$4K – – –
AAP
458
Arax Advisory Partners
Colorado
$4K +$1.5K +6 +60%
EBA
459
Eagle Bay Advisors
New York
$4K +$3.67K +11 +1,100%
KIG
460
Kowal Investment Group
Wisconsin
$4K +$4K +15 New
BCM
461
Bourgeon Capital Management
Connecticut
$3K – – –
TWA
462
TCI Wealth Advisors
Arizona
$3K – – –
RFA
463
Reilly Financial Advisors
California
$3K +$3K +10 New
BC
464
Bartlett & Co
Ohio
$2K – – –
AA
465
Ancora Advisors
Ohio
$2K – – –
HDIM
466
Hanson & Doremus Investment Management
Vermont
$2K +$2K +8 New
SSC
467
Syverson Strege & Co
Iowa
$2K +$2K +8 New
BCWM
468
Bartlett & Co Wealth Management
Ohio
$1.59K – – –
TAM
469
Tucker Asset Management
Colorado
$1.45K – – –
Koshinski Asset Management
470
Koshinski Asset Management
Illinois
$794 +$794 +3 New
Walleye Capital
471
Walleye Capital
New York
$710 +$710 +2,683 New
BBHC
472
Brown Brothers Harriman & Co
New York
$636 +$43 +161 +7%
JAM
473
Jupiter Asset Management
United Kingdom
– -$5.73M -20,004 Closed
Nomura Holdings
474
Nomura Holdings
Japan
– -$4.79M -16,700 Closed
APG Asset Management
475
APG Asset Management
Netherlands
– -$2.92M -12,063 Closed
17 18
19
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