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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.

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

Top Sellers

1
GGHC
1
Gilder Gagnon Howe & Co
New York
$68K
2
EIP
2
Epoch Investment Partners
New York
$60.5M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$37.8M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$42.7M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$63.1M +$40.6M +153,293 +180%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$61.4M +$894K +3,377 +1%
EIP
28
Epoch Investment Partners
New York
$60.5M -$22.2M -83,937 -27%
BG
29
Bahl & Gaynor
Ohio
$56.3M -$17.5K -66 -0%
Goldman Sachs
30
Goldman Sachs
New York
$54.4M +$492K +1,859 +0.9%
WF
31
Welch & Forbes
Massachusetts
$53.1M +$366K +1,382 +0.7%
Macquarie Group
32
Macquarie Group
Australia
$50.1M +$4.08M +15,402 +9%
RJA
33
Raymond James & Associates
Florida
$49.1M +$1.12M +4,217 +2%
MFAM
34
Motley Fool Asset Management
Virginia
$48.4M -$121K -456 -0.2%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$47.6M +$1.27M +4,641 +3%
Morgan Stanley
36
Morgan Stanley
New York
$47.6M +$2.68M +10,122 +6%
Ameriprise
37
Ameriprise
Minnesota
$47.6M -$6.22M -23,486 -12%
DP
38
Dearborn Partners
Illinois
$45.5M +$93.1K +352 +0.2%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$42.7M -$15.8M -59,604 -27%
HCM
40
Howland Capital Management
Massachusetts
$41.9M -$841K -3,180 -2%
PFM
41
Premier Fund Managers
United Kingdom
$41.3M +$1.63M +6,000 +4%
GKIM
42
GW&K Investment Management
Massachusetts
$39.2M -$10.9M -41,329 -22%
RP
43
Riverbridge Partners
Minnesota
$38M +$188K +711 +0.5%
Ninety One (UK)
44
Ninety One (UK)
United Kingdom
$37.8M -$16M -60,314 -30%
Invesco
45
Invesco
Georgia
$37.7M -$11.2M -42,417 -23%
Bank of America
46
Bank of America
North Carolina
$36.7M -$5.28M -19,944 -13%
AQR Capital Management
47
AQR Capital Management
Connecticut
$36.3M +$4.19M +15,849 +13%
Handelsbanken Fonder
48
Handelsbanken Fonder
Sweden
$35.9M +$1.32M +5,000 +4%
WT
49
Washington Trust
Rhode Island
$34.7M -$269K -1,018 -0.8%
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$33.2M +$26.7M +100,930 +413%
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