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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
1
Swedbank
Sweden
$75.4M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$520M
3
BlackRock
3
BlackRock
New York
$962M
4
WRF
4
Waddell & Reed Financial
Kansas
$45.1M
5
EVM
5
Eaton Vance Management
Massachusetts
$26.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$245M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$37.6M
3
EIP
3
Epoch Investment Partners
New York
$95.4M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$66.5M
5
Wells Fargo
5
Wells Fargo
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
51
Principal Financial Group
Iowa
$29.5M +$3.87M +14,848 +15%
AAMU
52
AEGON Asset Management (UK)
United Kingdom
$28.9M -$3.51M -13,464 -11%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$27.2M +$207K +792 +0.8%
EVM
54
Eaton Vance Management
Massachusetts
$26.2M +$25.3M +97,016 +2,673%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$24.3M -$1.62M -6,200 -6%
Natixis Advisors
56
Natixis Advisors
Massachusetts
$24.1M +$154K +592 +0.6%
CAI
57
Capital Advisors Inc
Oklahoma
$23.3M +$707K +2,710 +3%
PFM
58
Premier Fund Managers
United Kingdom
$23M – – –
Acadian Asset Management
59
Acadian Asset Management
Massachusetts
$22.9M +$8.46M +32,458 +59%
PPA
60
Parametric Portfolio Associates
Washington
$22.9M +$2.22M +8,507 +11%
GCM
61
Geneva Capital Management
Wisconsin
$22.8M -$1.19M -4,572 -5%
Legal & General Group
62
Legal & General Group
United Kingdom
$22.2M +$572K +2,193 +3%
CS
63
Credit Suisse
Switzerland
$20.7M +$5.58M +21,396 +37%
Citigroup
64
Citigroup
New York
$20.3M +$1.64M +6,292 +9%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$20.1M -$541K -2,073 -3%
Franklin Resources
66
Franklin Resources
California
$19.9M -$2.24M -8,607 -10%
Swiss National Bank
67
Swiss National Bank
Switzerland
$19.6M +$209K +800 +1%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$18.8M +$265K +1,015 +1%
Morgan Stanley
69
Morgan Stanley
New York
$18.2M -$2.4M -9,191 -12%
CCA
70
Conestoga Capital Advisors
Pennsylvania
$17.7M +$469K +1,799 +3%
Victory Capital Management
71
Victory Capital Management
Texas
$17M +$9.35M +35,852 +122%
BCM
72
Bridgeway Capital Management
Texas
$16.9M -$1.33M -5,100 -7%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$16.6M +$4.63M +17,744 +39%
UBS AM
74
UBS AM
Illinois
$15.8M +$183K +702 +1%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$15.5M +$1.59M +6,084 +11%
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