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Watsco
WSO

Overview Fund Activity

519 hedge funds and large institutions have $9.6B invested in Watsco in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 199 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+44
Holders Change %
+9.26%
% of All Funds
8.02%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
85
Increased
199
Reduced
156
Closed
35
Calls
$17.4M
Puts
$11.2M
Net Calls
+$6.2M
Net Calls Change
+$6.14M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.15B
2
Capital World Investors
2
Capital World Investors
California
$352M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$296M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$653M
5
BFS
5
Baskin Financial Services
Ontario, Canada
$13.5M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$39.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$10.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$157M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
451
Kistler-Tiffany Companies
Pennsylvania
$36K +$12.5K +40 +53%
LWP
452
Lumature Wealth Partners
Georgia
$35K +$7.5K +24 +27%
GAM
453
Gemmer Asset Management
California
$32K – – –
CCM
454
Covington Capital Management
California
$31K – – –
WT
455
Whittier Trust
California
$31K +$31K +100 New
HNWAG
456
High Net Worth Advisory Group
Florida
$31K +$31K +100 New
WTA
457
Washington Trust Advisors
Massachusetts
$30K +$30K +96 New
AWM
458
Accel Wealth Management
Iowa
$28K +$28K +89 New
VCM
459
Vigilant Capital Management
Maine
$27K – – –
HI
460
Harbour Investments
Wisconsin
$25K -$50.9K -163 -67%
FPS
461
Fieldpoint Private Securities
Connecticut
$25K – – –
IFAM
462
Institutional & Family Asset Management
Colorado
$24K – – –
HFA
463
HC Financial Advisors
California
$21K – – –
BIA
464
Bell Investment Advisors
California
$21K +$5.41K +17 +35%
WBC
465
West Branch Capital
Massachusetts
$20K – – –
CWC
466
Carolinas Wealth Consulting
North Carolina
$20K – – –
STCOSD
467
Sageworth Trust Company of South Dakota
South Dakota
$20K +$20K +64 New
LJHT
468
Laurie J. Hall Trustee
$19K – – –
RK
469
Rather & Kittrell
Tennessee
$18K +$18K +58 New
DI
470
Disciplined Investments
Oklahoma
$17K +$17K +55 New
PA
471
PSI Advisors
Florida
$16K – – –
Jones Financial Companies
472
Jones Financial Companies
Missouri
$15K – – –
AssetMark Inc
473
AssetMark Inc
California
$15K +$14.7K +46 +4,600%
LB
474
Legacy Bridge
Iowa
$13K – – –
CFA
475
Carroll Financial Associates
North Carolina
$12K -$2.05K -7 -15%
17 18
19
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