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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.

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 %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$71.2M -$1.43M -4,577 -2%
Goldman Sachs
27
Goldman Sachs
New York
$67.4M +$3.08M +9,830 +5%
BG
28
Bahl & Gaynor
Ohio
$67.3M +$659K +2,107 +1%
WF
29
Welch & Forbes
Massachusetts
$64.4M +$1.6M +5,104 +3%
RJA
30
Raymond James & Associates
Florida
$57.2M -$804K -2,570 -1%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$57.2M +$3.43M +11,130 +6%
Macquarie Group
32
Macquarie Group
Australia
$56.7M -$2.5M -7,976 -4%
MFAM
33
Motley Fool Asset Management
Virginia
$56.7M -$519K -1,660 -0.9%
DP
34
Dearborn Partners
Illinois
$53.5M -$288K -920 -0.5%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$52.2M +$1.74M +5,549 +3%
Bank of America
36
Bank of America
North Carolina
$51.3M +$7.93M +25,342 +18%
Ameriprise
37
Ameriprise
Minnesota
$50.4M -$5.8M -18,560 -10%
HCM
38
Howland Capital Management
Massachusetts
$49.3M -$196K -626 -0.4%
Morgan Stanley
39
Morgan Stanley
New York
$47.2M -$9.08M -29,022 -16%
PFM
40
Premier Fund Managers
United Kingdom
$47M – – –
GKIM
41
GW&K Investment Management
Massachusetts
$46M -$349K -1,117 -0.8%
RP
42
Riverbridge Partners
Minnesota
$45.8M +$835K +2,669 +2%
Renaissance Technologies
43
Renaissance Technologies
New York
$44.6M +$13.3M +42,600 +43%
Handelsbanken Fonder
44
Handelsbanken Fonder
Sweden
$42.4M – – –
EVM
45
Eaton Vance Management
Massachusetts
$41.8M +$5.65M +18,062 +16%
Invesco
46
Invesco
Georgia
$41.3M -$3.29M -10,520 -7%
WT
47
Washington Trust
Rhode Island
$40.8M -$273K -874 -0.7%
AQR Capital Management
48
AQR Capital Management
Connecticut
$40.3M -$2.03M -6,587 -5%
Citadel Advisors
49
Citadel Advisors
Florida
$39.9M -$34.7M -110,882 -47%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$37.5M +$2.25M +7,200 +6%
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