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Watsco
WSO

Overview Fund Activity

443 hedge funds and large institutions have $6.99B invested in Watsco in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 164 reducing their positions, and 48 closing their positions.

Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.86%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
56
Increased
161
Reduced
164
Closed
48
Calls
$23.1M
Puts
$1.4M
Net Calls
+$21.7M
Net Calls Change
-$21.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$746M
2
Ameriprise
2
Ameriprise
Minnesota
$82.3M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$394M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$169M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.1M
2
American Century Companies
2
American Century Companies
Missouri
$813K
3
FCM
3
Frontier Capital Management
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10M
5
Wells Fargo
5
Wells Fargo
California
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$22.5M 99,200 -19,100 -16%
Principal Financial Group
52
Principal Financial Group
Iowa
$22.2M 98,143 -333 -0.3%
GCM
53
Geneva Capital Management
Wisconsin
$20.9M 92,031 -11,045 -11%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$20.8M 92,020 -8,057 -8%
PFM
55
Premier Fund Managers
United Kingdom
$20.2M 88,400 -11,100 -11%
CAI
56
Capital Advisors Inc
Oklahoma
$19.6M 86,594 -30,523 -26%
Franklin Resources
57
Franklin Resources
California
$19.2M 84,925 +8,108 +11%
Legal & General Group
58
Legal & General Group
United Kingdom
$18.8M 82,851 -4,413 -5%
PPA
59
Parametric Portfolio Associates
Washington
$18M 79,241 +7,164 +10%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$17.9M 79,070 +3,927 +5%
Morgan Stanley
61
Morgan Stanley
New York
$17.9M 78,803 +5,168 +7%
RA
62
Royce & Associates
New York
$17.4M 76,635 -20,551 -21%
Swiss National Bank
63
Swiss National Bank
Switzerland
$16.8M 74,244 – –
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$16.3M 72,095 +6,408 +10%
Citigroup
65
Citigroup
New York
$16.3M 71,736 +11,523 +19%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$16.1M 71,191 +1,826 +3%
BCM
67
Bridgeway Capital Management
Texas
$15.8M 69,850 -20,850 -23%
QCMNJ
68
Quantum Capital Management (New Jersey)
New Jersey
$15.2M 67,222 +3,068 +5%
CCA
69
Conestoga Capital Advisors
Pennsylvania
$15M 66,046 +3,515 +6%
UBS AM
70
UBS AM
Illinois
$13.6M 59,831 +7,525 +14%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$13.4M 59,120 +107 +0.2%
CS
72
Credit Suisse
Switzerland
$13.2M 58,096 +185 +0.3%
SYBT
73
Stock Yards Bank & Trust
Kentucky
$12.7M 55,993 +1,603 +3%
Acadian Asset Management
74
Acadian Asset Management
Massachusetts
$12.5M 55,373 +41,701 +305%
TRSOTSOK
75
Teachers Retirement System of the State of Kentucky
Kentucky
$12.5M 55,072 +300 +0.5%
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