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Watsco
WSO

Overview Fund Activity

463 hedge funds and large institutions have $8.04B invested in Watsco in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 136 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+20
Holders Change %
+4.51%
% of All Funds
8.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
65
Increased
183
Reduced
136
Closed
41
Calls
$8.94M
Puts
$2.27M
Net Calls
+$6.68M
Net Calls Change
-$15M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$75.4M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$520M
3
BlackRock
3
BlackRock
New York
$962M
4
WRF
4
Waddell & Reed Financial
Kansas
$45.1M
5
EVM
5
Eaton Vance Management
Massachusetts
$26.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$245M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$37.6M
3
EIP
3
Epoch Investment Partners
New York
$95.4M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$66.5M
5
Wells Fargo
5
Wells Fargo
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$70.6M +$4.24M +16,253 +6%
CIPU
27
Caledonia Investments plc (UK)
United Kingdom
$70.1M – – –
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$66.5M -$31.2M -119,556 -32%
ACA
29
Anchor Capital Advisors
Massachusetts
$63.1M +$1.44M +5,530 +2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$60.7M -$245K -941 -0.4%
Goldman Sachs
31
Goldman Sachs
New York
$59.1M -$12.2M -46,767 -17%
BG
32
Bahl & Gaynor
Ohio
$57.7M +$1.31M +5,019 +2%
RJA
33
Raymond James & Associates
Florida
$55M -$8.96M -34,373 -14%
WF
34
Welch & Forbes
Massachusetts
$52.3M +$1.95M +7,472 +4%
DP
35
Dearborn Partners
Illinois
$51M +$970K +3,721 +2%
Invesco
36
Invesco
Georgia
$50.9M -$3.3M -12,667 -6%
GKIM
37
GW&K Investment Management
Massachusetts
$49.5M -$478K -1,834 -1%
MFAM
38
Motley Fool Asset Management
Virginia
$48.2M +$1.19M +4,560 +3%
Renaissance Technologies
39
Renaissance Technologies
New York
$45.8M +$5.37M +20,600 +13%
WRF
40
Waddell & Reed Financial
Kansas
$45.1M +$45.1M +173,062 New
HCM
41
Howland Capital Management
Massachusetts
$42.3M +$73.5K +282 +0.2%
Bank of America
42
Bank of America
North Carolina
$42.2M +$925K +3,548 +2%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$37.6M -$47.6M -182,661 -56%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$37.3M +$2.41M +9,178 +7%
RP
45
Riverbridge Partners
Minnesota
$35.7M +$26.3K +101 +0.1%
WT
46
Washington Trust
Rhode Island
$35.2M -$878K -3,367 -2%
Handelsbanken Fonder
47
Handelsbanken Fonder
Sweden
$34.1M +$3.65M +14,000 +12%
MFWM
48
Motley Fool Wealth Management
Virginia
$32.1M -$106K -405 -0.3%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$30.8M +$2.42M +9,275 +9%
AQR Capital Management
50
AQR Capital Management
Connecticut
$29.5M -$1.42M -5,444 -5%
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