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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 %
MFWM
51
Motley Fool Wealth Management
Virginia
$35.8M -$2.1M -6,719 -6%
Nuveen Asset Management
52
Nuveen Asset Management
Illinois
$35.7M -$2.41M -7,715 -6%
Principal Financial Group
53
Principal Financial Group
Iowa
$35.1M -$547K -1,749 -2%
AAMU
54
AEGON Asset Management (UK)
United Kingdom
$33.7M -$608K -1,960 -2%
Ninety One (UK)
55
Ninety One (UK)
United Kingdom
$33.7M -$11M -35,025 -25%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$32.3M +$548K +1,751 +2%
PPA
57
Parametric Portfolio Associates
Washington
$30.1M +$327K +1,045 +1%
CAI
58
Capital Advisors Inc
Oklahoma
$29.5M +$582K +1,859 +2%
VNIM
59
Vaughan Nelson Investment Management
Texas
$28.7M +$1.56M +4,980 +6%
Victory Capital Management
60
Victory Capital Management
Texas
$27M +$2.42M +7,724 +10%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$26M +$593K +1,894 +2%
Millennium Management
62
Millennium Management
New York
$24.6M -$7.36M -23,510 -23%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$24.5M +$681K +2,177 +3%
Legal & General Group
64
Legal & General Group
United Kingdom
$24.3M -$55.4K -177 -0.2%
GCM
65
Geneva Capital Management
Wisconsin
$24.2M -$820K -2,621 -3%
CCA
66
Conestoga Capital Advisors
Pennsylvania
$22.8M -$551K -1,760 -2%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$22.7M +$705K +2,252 +3%
Swiss National Bank
68
Swiss National Bank
Switzerland
$22.7M -$31.3K -100 -0.1%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$22.7M -$496K -1,584 -2%
Acadian Asset Management
70
Acadian Asset Management
Massachusetts
$21.5M +$8.99M +28,765 +72%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$20.7M -$1.48M -4,724 -7%
SCM
72
Sandler Capital Management
New York
$20.2M +$2.11M +6,755 +12%
UBS AM
73
UBS AM
Illinois
$19.7M -$1.11M -3,545 -5%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$18.8M +$7.27M +23,246 +63%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$18.2M -$420K -1,342 -2%
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