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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.

New
Increased
Maintained
Reduced
Closed
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
Vanguard Group
Pennsylvania
$746M
2
Ameriprise
Ameriprise
Minnesota
$82.3M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$394M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$12.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$169M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$5.1M
2
American Century Companies
American Century Companies
Missouri
$813K
3
FCM
Frontier Capital Management
Massachusetts
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10M
5
Wells Fargo
Wells Fargo
California
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
126
Barclays
United Kingdom
$4.04M +$2.35M +10,383 +139%
MSA
127
Mason Street Advisors
Wisconsin
$3.97M -$8.38K -37 -0.2%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$3.82M +$340K +1,500 +10%
AIM
129
Arcadia Investment Management
Michigan
$3.75M -$623K -2,750 -14%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$3.71M -$192K -848 -5%
TC
131
TownSquare Capital
Utah
$3.67M +$505K +2,228 +16%
FWM
132
Frontier Wealth Management
Missouri
$3.55M +$521K +2,298 +17%
AACP
133
Advantage Alpha Capital Partners
California
$3.54M +$3.54M +15,615 New
IECM
134
Intrinsic Edge Capital Management
Illinois
$3.51M – – –
Treasurer of the State of North Carolina
135
Treasurer of the State of North Carolina
North Carolina
$3.5M +$263K +1,160 +8%
OAM
136
Oppenheimer Asset Management
New York
$3.41M +$175K +771 +5%
SEI Investments
137
SEI Investments
Pennsylvania
$3.39M +$274K +1,227 +9%
Canada Life
138
Canada Life
Manitoba, Canada
$3.36M -$433K -1,910 -11%
Rafferty Asset Management
139
Rafferty Asset Management
New York
$3.34M -$749K -3,305 -18%
IIM
140
Ipswich Investment Management
Massachusetts
$3.27M -$159K -700 -5%
Holocene Advisors
141
Holocene Advisors
New York
$3.25M +$589K +2,599 +22%
VCM
142
Vision Capital Management
Oregon
$3.2M -$108K -477 -3%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$3.2M -$103K -456 -3%
TAM
144
Tocqueville Asset Management
New York
$3.17M +$88.4K +390 +3%
SG Americas Securities
145
SG Americas Securities
New York
$3.16M +$1.77M +7,830 +128%
MC
146
Middleton & Co
Massachusetts
$3.06M -$46.4K -205 -1%
NGA
147
Naples Global Advisors
Florida
$3.04M -$51.2K -226 -2%
ONB
148
Old National Bancorp
Indiana
$2.78M +$1.28M +5,664 +86%
SOMRS
149
State of Michigan Retirement System
Michigan
$2.71M – – –
HAIM
150
Hunter Associates Investment Management
Pennsylvania
$2.7M -$274K -1,210 -9%
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