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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.

New
Increased
Maintained
Reduced
Closed
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 %
TWA
501
TCI Wealth Advisors
Arizona
$4K – – –
TC
502
Truvestments Capital
Florida
$4K – – –
MSFP
503
Mark Sheptoff Financial Planning
Connecticut
$4K +$4K +12 New
SBL
504
Sargent Bickham Lagudis
Colorado
$4K +$4K +14 New
EBA
505
Eagle Bay Advisors
New York
$3K -$2.14K -5 -42%
HDIM
506
Hanson & Doremus Investment Management
Vermont
$3K – – –
BCM
507
Bourgeon Capital Management
Connecticut
$3K – – –
AA
508
Ancora Advisors
Ohio
$2K – – –
SC
509
Schubert & Co
Texas
$2K +$2K +5 New
JWA
510
JFS Wealth Advisors
Pennsylvania
$2K +$2K +6 New
TAM
511
Tucker Asset Management
Colorado
$1.55K – – –
VRS
512
Virginia Retirement Systems
Virginia
$1.53K +$438 +1,400 +40%
Koshinski Asset Management
513
Koshinski Asset Management
Illinois
$939 – – –
SWA
514
Sutton Wealth Advisors
Florida
$939 +$939 +3 New
BBHC
515
Brown Brothers Harriman & Co
New York
$776 +$23 +75 +3%
FGAM
516
Financial Gravity Asset Management
Texas
$401 +$401 +1,877 +187,700%
FFG
517
Ford Financial Group
California
$1 +$1 +5 New
EIP
518
Epoch Investment Partners
New York
– -$60.5M -228,611 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
519
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.76M -18,000 Closed
TD Asset Management
520
TD Asset Management
Ontario, Canada
– -$4.07M -15,367 Closed
BPA
521
Beacon Pointe Advisors
California
– -$2.18M -8,250 Closed
AI
522
AdvisorShares Investments
Maryland
– -$1.9M -7,168 Closed
HF
523
HRT Financial
New York
– -$1.75M -6,618 Closed
WI
524
WBI Investments
New Jersey
– -$1.55M -6,405 Closed
MF
525
Magnetar Financial
Illinois
– -$959K -3,623 Closed
19 20
21
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