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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$245M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$37.6M
3
EIP
Epoch Investment Partners
New York
$95.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$66.5M
5
Wells Fargo
Wells Fargo
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
476
Wedbush Securities
California
– -$524K -2,313 Closed
Cetera Investment Advisers
477
Cetera Investment Advisers
Illinois
– -$450K -1,986 Closed
Arrowstreet Capital
478
Arrowstreet Capital
Massachusetts
– -$408K -1,800 Closed
Royal London Asset Management
479
Royal London Asset Management
United Kingdom
– -$392K -1,731 Closed
Allianz Asset Management
480
Allianz Asset Management
Germany
– -$326K -1,441 Closed
CCIA
481
Campbell & Co Investment Adviser
Maryland
– -$272K -1,200 Closed
PI
482
Putnam Investments
Massachusetts
– -$270K -1,193 Closed
QCM
483
Quantinno Capital Management
New York
– -$264K -1,167 Closed
YIH
484
Y-Intercept (HK)
Hong Kong
– -$242K -1,064 Closed
VF
485
Virtu Financial
New York
– -$237K -1,046 Closed
MC
486
Maverick Capital
Texas
– -$223K -983 Closed
COI
487
Connable Office Inc
Michigan
– -$220K -970 Closed
ASN
488
Advisory Services Network
Georgia
– -$81K -357 Closed
VAIA
489
Virtus Alternative Investment Advisers
Connecticut
– -$46K -201 Closed
RWA
490
Ropes Wealth Advisors
Massachusetts
– -$45K -200 Closed
CAAS
491
Capital Asset Advisory Services
Michigan
– -$23K -101 Closed
FCH
492
Freestone Capital Holdings
Washington
– -$12.7K -56 Closed
PO
493
Private Ocean
California
– -$12K -54 Closed
AWG
494
Altus Wealth Group
Colorado
– -$7K -30 Closed
VCG
495
Vantage Consulting Group
Virginia
– -$4K -18 Closed
FPCG
496
Fort Pitt Capital Group
Pennsylvania
– -$4K -18 Closed
ABC
497
Associated Banc-Corp
Wisconsin
– -$2K -9 Closed
GRP
498
Global Retirement Partners
California
– -$1K -6 Closed
TCOV
499
Trust Company of Vermont
Vermont
– -$1K -5 Closed
JCM
500
Jacobi Capital Management
Pennsylvania
– -$1K -4 Closed
16 17 18 19
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