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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 %
CWM
526
Centric Wealth Management
Illinois
– -$874K -3,302 Closed
AG
527
AlphaSimPlex Group
Massachusetts
– -$815K -3,081 Closed
CC
528
Centiva Capital
New York
– -$669K -2,526 Closed
PI
529
PEAK6 Investments
Illinois
– -$466K -1,760 Closed
ACI
530
AMP Capital Investors
Australia
– -$464K -1,752 Closed
XT
531
XTX Topco
Cayman Islands
– -$367K -1,387 Closed
BG
532
Bellevue Group
Switzerland
– -$344K -1,300 Closed
BFM
533
Boothbay Fund Management
New York
– -$295K -1,116 Closed
BOH
534
Bank of Hawaii
Hawaii
– -$284K -1,075 Closed
IRF
535
IBM Retirement Fund
New York
– -$241K -912 Closed
Mirae Asset Global Investments
536
Mirae Asset Global Investments
South Korea
– -$207K -781 Closed
PHK
537
Point72 Hong Kong
Hong Kong
– -$99K -375 Closed
MAM
538
Meeder Asset Management
Ohio
– -$97K -366 Closed
GGHC
539
Gilder Gagnon Howe & Co
New York
– -$68K -256 Closed
OSAM
540
O'Shaughnessy Asset Management
Connecticut
– -$60K -227 Closed
PB
541
Pinnacle Bancorp
Nebraska
– -$26K -100 Closed
GKWIM
542
Gerber Kawasaki Wealth & Investment Management
California
– -$10K -39 Closed
RCA
543
Ranch Capital Advisors
Florida
– -$8K -32 Closed
HF
544
Halpern Financial
Virginia
– -$7.41K -28 Closed
CFA
545
Cahill Financial Advisors
Minnesota
– -$7K -28 Closed
IF
546
Ironwood Financial
Arizona
– -$4K -17 Closed
KIG
547
Kowal Investment Group
Wisconsin
– -$4K -15 Closed
RFA
548
Reilly Financial Advisors
California
– -$3K -10 Closed
SSC
549
Syverson Strege & Co
Iowa
– -$2K -8 Closed
BCWM
550
Bartlett & Co Wealth Management
Ohio
– -$1.59K -6 Closed
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