474 hedge funds and large institutions have $8.77B invested in Watsco in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 157 increasing their positions, 170 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
8.28%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
61
Increased
157
Reduced
170
Closed
47
Calls
$18M
Puts
$4.62M
Net Calls
+$13.4M
Net Calls Change
+$6.68M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
126
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.42M -$28.4K -99 -0.5%
RAM
127
Redmond Asset Management
Virginia
$5.26M -$11.2K -39 -0.2%
TC
128
TownSquare Capital
Utah
$5.21M +$713K +2,487 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
129
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.16M +$5.16M +18,000 New
SG Americas Securities
130
SG Americas Securities
New York
$5.06M +$1.58M +5,502 +45%
VI
131
Vestcor Inc
New Brunswick, Canada
$5.04M +$4.75M +16,581 +1,666%
SWP
132
Stratos Wealth Partners
Ohio
$4.96M +$119K +416 +2%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$4.91M -$28.7K -100 -0.6%
FWM
134
Frontier Wealth Management
Missouri
$4.84M +$327K +1,142 +7%
Nomura Holdings
135
Nomura Holdings
Japan
$4.79M +$4.79M +16,700 New
MIM
136
MetLife Investment Management
New Jersey
$4.71M -$152K -532 -3%
AIM
137
Arcadia Investment Management
Michigan
$4.67M +$1.43K +5 +0%
OAM
138
Oppenheimer Asset Management
New York
$4.63M -$59.6K -208 -1%
FNBT
139
FineMark National Bank & Trust
Florida
$4.57M +$99.7K +348 +2%
ONB
140
Old National Bancorp
Indiana
$4.57M +$298K +1,040 +7%
IIM
141
Ipswich Investment Management
Massachusetts
$4.38M +$98.6K +344 +2%
TD Asset Management
142
TD Asset Management
Ontario, Canada
$4.37M -$3.01M -10,645 -41%
SEI Investments
143
SEI Investments
Pennsylvania
$4.12M -$373K -1,304 -8%
SYBT
144
Stock Yards Bank & Trust
Kentucky
$4.04M -$12.4M -43,282 -75%
Canada Life
145
Canada Life
Manitoba, Canada
$4.03M +$39.8K +139 +1%
HighTower Advisors
146
HighTower Advisors
Illinois
$4.02M +$215K +751 +6%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$3.99M -$185K -646 -4%
VCM
148
Vision Capital Management
Oregon
$3.95M +$1.43K +5 +0%
NGA
149
Naples Global Advisors
Florida
$3.9M +$52.5K +183 +1%
Rafferty Asset Management
150
Rafferty Asset Management
New York
$3.88M +$506K +1,764 +15%