WSO icon

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 %
Bank of Nova Scotia
76
Bank of Nova Scotia
Ontario, Canada
$12.4M 54,575 -7,086 -11%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$12.1M 53,438 +4,631 +9%
AllianceBernstein
78
AllianceBernstein
Tennessee
$11.9M 52,687 -1,202 -2%
AG
79
Aperio Group
California
$10.6M 46,774 +1,840 +4%
CG
80
Cynosure Group
Utah
$10.5M 46,537 -244 -0.5%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$10.4M 45,960 +4,976 +12%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$10M 44,147 -55,804 -56%
CT
83
Cambridge Trust
Massachusetts
$9.88M 43,614 -1,747 -4%
Los Angeles Capital Management
84
Los Angeles Capital Management
California
$9.78M 43,186 -705 -2%
GWI
85
Grace & White Inc
New York
$9.77M 43,125 – –
Retirement Systems of Alabama
86
Retirement Systems of Alabama
Alabama
$9.69M 42,783 -69 -0.2%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$9.69M 42,759 -828 -2%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$9.62M 42,454 – –
Truist Financial
89
Truist Financial
North Carolina
$9.62M 42,446 -832 -2%
PM
90
Pembroke Management
Quebec, Canada
$9.41M 41,544 -9,569 -19%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$9.39M 41,460 -433 -1%
HI
92
Handelsinvest Investeringsforvaltning
Denmark
$9.06M 40,000 +5,000 +14%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.95M 39,508 -3,562 -8%
Two Sigma Investments
94
Two Sigma Investments
New York
$8.83M 38,960 +33,284 +586%
LG
95
LaFleur & Godfrey
Michigan
$8.46M 37,359 -1,352 -3%
SAM
96
Southernsun Asset Management
Tennessee
$8M 35,315 +2,150 +6%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$7.94M 35,043 -7,070 -17%
SIC
98
Schwartz Investment Counsel
Michigan
$7.7M 34,000 -22,700 -40%
Citadel Advisors
99
Citadel Advisors
Florida
$7.66M 33,809 +9,573 +39%
Aviva
100
Aviva
United Kingdom
$7.63M 33,693 -2,438 -7%
2 3
4
5 6