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Watsco
WSO

Overview Fund Activity

475 hedge funds and large institutions have $8.11B invested in Watsco in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 172 increasing their positions, 168 reducing their positions, and 44 closing their positions.

Holders
475
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
8.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
52
Increased
172
Reduced
168
Closed
44
Calls
$16M
Puts
$15.9M
Net Calls
+$57K
Net Calls Change
-$13.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$63.1M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$33.2M
3
Millennium Management
3
Millennium Management
New York
$27.1M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$23M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$26.5M

Top Sellers

1
GGHC
1
Gilder Gagnon Howe & Co
New York
$68K
2
EIP
2
Epoch Investment Partners
New York
$60.5M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$37.8M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$42.7M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$15.7M -$806K -3,046 -5%
SCM
77
Sandler Capital Management
New York
$15.3M -$52.9K -200 -0.3%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$15M -$291K -1,099 -2%
AIG
79
American International Group
New York
$15M -$446K -1,685 -3%
TRSOTSOK
80
Teachers Retirement System of the State of Kentucky
Kentucky
$14.5M – – –
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$14.3M -$1.06M -4,008 -7%
Franklin Resources
82
Franklin Resources
California
$14M -$292K -1,102 -2%
AllianceBernstein
83
AllianceBernstein
Tennessee
$13.8M -$213K -805 -2%
CS
84
Credit Suisse
Switzerland
$13.5M -$459K -1,733 -3%
DnB Asset Management
85
DnB Asset Management
Norway
$12.9M +$12.9M +48,917 New
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$12.8M -$2.34M -8,845 -15%
CRC
87
Curi RMB Capital
Illinois
$12.7M +$190K +718 +2%
CG
88
Cynosure Group
Utah
$11.8M -$69.3K -262 -0.6%
RA
89
Royce & Associates
New York
$11.6M -$833K -3,148 -7%
GWI
90
Grace & White Inc
New York
$11.4M – – –
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$11.3M -$49.5K -187 -0.4%
Truist Financial
92
Truist Financial
North Carolina
$11.2M +$15.1K +57 +0.1%
HI
93
Handelsinvest Investeringsforvaltning
Denmark
$11.1M +$1.06M +4,000 +11%
Comerica Bank
94
Comerica Bank
Texas
$11M +$5.08M +17,956 +85%
LG
95
LaFleur & Godfrey
Michigan
$10.9M +$794K +3,001 +8%
CT
96
Cambridge Trust
Massachusetts
$10.9M -$186K -704 -2%
PM
97
Pembroke Management
Quebec, Canada
$10.8M +$62.7K +237 +0.6%
SAM
98
Southernsun Asset Management
Tennessee
$10.6M +$3.44K +13 +0%
Acadian Asset Management
99
Acadian Asset Management
Massachusetts
$10.6M -$2.93M -11,070 -22%
2
100
2Xideas
Switzerland
$10.5M +$1.15M +4,333 +12%
2 3
4
5 6