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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 %
2
101
2Xideas
Switzerland
$7.14M 31,520 +31,520 New
MOACM
102
Mutual of America Capital Management
New York
$7M 30,883 +103 +0.3%
SFI
103
Susquehanna Fundamental Investments
Pennsylvania
$6.9M 30,471 -100 -0.3%
CIA
104
Covington Investment Advisors
Pennsylvania
$6.66M 29,400 +3,990 +16%
Victory Capital Management
105
Victory Capital Management
Texas
$6.65M 29,371 -4,093 -12%
BCM
106
Buckhead Capital Management
Georgia
$6.63M 29,281 +1,965 +7%
CRC
107
Curi RMB Capital
Illinois
$6.51M 28,727 +28,727 New
Stifel Financial
108
Stifel Financial
Missouri
$6.45M 28,454 +1,872 +7%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$6.4M 28,199 +19,795 +236%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$6.37M 28,119 -1,951 -6%
TPSF
111
Texas Permanent School Fund
Texas
$6.17M 27,248 -4,576 -14%
BST
112
Bath Savings Trust
Maine
$6.1M 26,942 +322 +1%
AAM
113
Advisors Asset Management
Colorado
$6.01M 26,530 +1,496 +6%
BCI
114
Brinker Capital Investments
Pennsylvania
$5.96M 26,295 +16,008 +156%
WDA
115
Wendell David Associates
New Hampshire
$5.39M 23,770 +75 +0.3%
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$5.22M 23,033 +11,699 +103%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$5.1M 22,506 -97,472 -81%
DDC
118
DF Dent & Co
Maryland
$5.02M 22,154 -400 -2%
Comerica Bank
119
Comerica Bank
Texas
$5M 19,803 -622 -3%
LWCFA
120
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.89M 21,573 – –
UBS Group
121
UBS Group
Switzerland
$4.37M 19,288 -44,684 -70%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.36M 19,222 +6,051 +46%
RAM
123
Redmond Asset Management
Virginia
$4.16M 18,351 -868 -5%
SWP
124
Stratos Wealth Partners
Ohio
$4.08M 18,025 -84 -0.5%
MIM
125
MetLife Investment Management
New Jersey
$4.07M 17,961 -832 -4%
3 4
5
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