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Watsco
WSO

Overview Fund Activity

443 hedge funds and large institutions have $6.99B invested in Watsco in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 164 reducing their positions, and 48 closing their positions.

Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.86%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
56
Increased
161
Reduced
164
Closed
48
Calls
$23.1M
Puts
$1.4M
Net Calls
+$21.7M
Net Calls Change
-$21.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$746M
2
Ameriprise
2
Ameriprise
Minnesota
$82.3M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$394M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$169M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.1M
2
American Century Companies
2
American Century Companies
Missouri
$813K
3
FCM
3
Frontier Capital Management
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10M
5
Wells Fargo
5
Wells Fargo
California
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$64.8M 286,127 +19,165 +7%
Goldman Sachs
27
Goldman Sachs
New York
$61.9M 273,243 +8,047 +3%
CIPU
28
Caledonia Investments plc (UK)
United Kingdom
$60.9M 268,784 – –
Norges Bank
29
Norges Bank
Norway
$57.7M 254,541 -32,315 -11%
RJA
30
Raymond James & Associates
Florida
$55.6M 245,328 -9,206 -4%
ACA
31
Anchor Capital Advisors
Massachusetts
$53.6M 236,490 +4,445 +2%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$52.9M 233,628 -5,894 -2%
BG
33
Bahl & Gaynor
Ohio
$49M 216,344 -37,994 -15%
Invesco
34
Invesco
Georgia
$47.1M 208,049 +2,549 +1%
WF
35
Welch & Forbes
Massachusetts
$43.7M 193,018 +2,756 +1%
DP
36
Dearborn Partners
Illinois
$43.5M 191,932 +1,830 +1%
GKIM
37
GW&K Investment Management
Massachusetts
$43.4M 191,683 -1,719 -0.9%
MFAM
38
Motley Fool Asset Management
Virginia
$40.8M 180,232 +4,560 +3%
HCM
39
Howland Capital Management
Massachusetts
$36.7M 161,953 +1,008 +0.6%
Bank of America
40
Bank of America
North Carolina
$35.9M 158,477 -46,539 -23%
Renaissance Technologies
41
Renaissance Technologies
New York
$35.1M 154,900 -34,368 -18%
WT
42
Washington Trust
Rhode Island
$31.4M 138,411 -3,889 -3%
RP
43
Riverbridge Partners
Minnesota
$31M 136,960 -16,453 -11%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$30.1M 133,023 +4,316 +3%
AAMU
45
AEGON Asset Management (UK)
United Kingdom
$28.2M 124,180 +6,960 +6%
MFWM
46
Motley Fool Wealth Management
Virginia
$28M 123,501 +1,354 +1%
AQR Capital Management
47
AQR Capital Management
Connecticut
$26.8M 118,610 +32,478 +38%
Handelsbanken Fonder
48
Handelsbanken Fonder
Sweden
$26.4M 116,658 +10,000 +9%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$24.7M 108,856 -18,349 -14%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$23.5M 103,628 +459 +0.4%
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