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Watsco
WSO

Overview Fund Activity

474 hedge funds and large institutions have $8.77B invested in Watsco in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 157 increasing their positions, 170 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
8.28%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
61
Increased
157
Reduced
170
Closed
47
Calls
$18M
Puts
$4.62M
Net Calls
+$13.4M
Net Calls Change
+$6.68M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$63.3M
2
Macquarie Group
Macquarie Group
Australia
$49.9M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$253M
4
Morgan Stanley
Morgan Stanley
New York
$48.7M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$594M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$58.3M
2
BlackRock
BlackRock
New York
$1.02B
3
Renaissance Technologies
Renaissance Technologies
New York
$14.2M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$58.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
476
Capital Insight Partners
Arizona
– -$1.92M -7,374 Closed
SO
477
STRS Ohio
Ohio
– -$1.8M -6,887 Closed
AC
478
Athanor Capital
New York
– -$1.77M -6,799 Closed
QI
479
QS Investors
New York
– -$1.36M -5,230 Closed
Two Sigma Investments
480
Two Sigma Investments
New York
– -$1.28M -4,923 Closed
SFS
481
Sowell Financial Services
Arkansas
– -$1.39M -4,728 Closed
Aviva
482
Aviva
United Kingdom
– -$1.22M -4,673 Closed
SIA
483
Sit Investment Associates
Minnesota
– -$1.07M -4,105 Closed
JG
484
Jefferies Group
New York
– -$1.04M -3,970 Closed
CWM
485
CIBC World Markets
New York
– -$920K -3,529 Closed
ZIG
486
Zurich Insurance Group
Switzerland
– -$913K -3,500 Closed
Man Group
487
Man Group
United Kingdom
– -$871K -3,342 Closed
CANY
488
Caxton Associates (New York)
New York
– -$819K -3,141 Closed
WT
489
Whittier Trust
California
– -$782K -3,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
490
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$624K -2,393 Closed
HF
491
HRT Financial
New York
– -$588K -2,257 Closed
TI
492
Trexquant Investment
Connecticut
– -$470K -1,801 Closed
EGM
493
Engineers Gate Manager
New York
– -$417K -1,600 Closed
LOAMU
494
Lombard Odier Asset Management (USA)
New York
– -$357K -1,371 Closed
BCM
495
Bayesian Capital Management
New York
– -$356K -1,365 Closed
LIA
496
LS Investment Advisors
Michigan
– -$351K -1,345 Closed
PCM
497
Prelude Capital Management
New York
– -$316K -1,211 Closed
SEC
498
Seven Eight Capital
New York
– -$272K -1,200 Closed
GHA
499
GW Henssler & Associates
Georgia
– -$274K -1,052 Closed
DTL
500
Dynamic Technology Lab
Singapore
– -$244K -936 Closed
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