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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 %
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$10.4M -$225K -849 -2%
New York State Teachers Retirement System (NYSTRS)
102
New York State Teachers Retirement System (NYSTRS)
New York
$10.1M +$96.9K +366 +1%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1M +$510K +1,928 +5%
Deutsche Bank
104
Deutsche Bank
Germany
$9.83M +$7.24M +27,376 +281%
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$9.78M -$3.67M -13,887 -27%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$9.25M +$50.8K +192 +0.6%
SIC
107
Schwartz Investment Counsel
Michigan
$9M – – –
Barclays
108
Barclays
United Kingdom
$8.77M -$2.69M -10,169 -23%
CIA
109
Covington Investment Advisors
Pennsylvania
$8.35M +$201K +758 +2%
Stifel Financial
110
Stifel Financial
Missouri
$8.27M -$81.2K -307 -1%
BST
111
Bath Savings Trust
Maine
$7.7M +$274K +1,035 +4%
BCM
112
Buckhead Capital Management
Georgia
$7.69M +$22.8K +86 +0.3%
MOACM
113
Mutual of America Capital Management
New York
$7.69M +$70.7K +267 +0.9%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$7.61M +$5.46M +19,965 +253%
VI
115
Vestcor Inc
New Brunswick, Canada
$7.36M +$2.71M +10,228 +58%
QCMNJ
116
Quantum Capital Management (New Jersey)
New Jersey
$6.95M -$3.71K -14 -0.1%
WDA
117
Wendell David Associates
New Hampshire
$6.93M +$787K +2,975 +13%
Point72 Asset Management
118
Point72 Asset Management
Connecticut
$6.91M +$6.91M +26,122 New
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$6.74M -$35.7K -135 -0.5%
AB
120
Amalgamated Bank
New York
$6.6M -$635K -2,399 -9%
BCI
121
Brinker Capital Investments
Pennsylvania
$6.47M – – –
TPSF
122
Texas Permanent School Fund
Texas
$6.45M -$36.5K -138 -0.6%
Massachusetts Financial Services
123
Massachusetts Financial Services
Massachusetts
$6.36M +$25.7K +97 +0.4%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$6.07M -$2.11M -7,973 -26%
AAM
125
Advisors Asset Management
Colorado
$6.03M +$523K +1,977 +10%
3 4
5
6 7