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Watsco
WSO

Overview Fund Activity

519 hedge funds and large institutions have $9.6B invested in Watsco in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 199 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+44
Holders Change %
+9.26%
% of All Funds
8.02%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
85
Increased
199
Reduced
156
Closed
35
Calls
$17.4M
Puts
$11.2M
Net Calls
+$6.2M
Net Calls Change
+$6.14M

Top Buyers

1
BlackRock
BlackRock
New York
$1.15B
2
Capital World Investors
Capital World Investors
California
$352M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$296M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$653M
5
BFS
Baskin Financial Services
Ontario, Canada
$13.5M

Top Sellers

1
EIP
Epoch Investment Partners
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$39.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$157M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
126
Russell Investments Group
United Kingdom
$7.1M -$54K -173 -0.8%
RA
127
Royce & Associates
New York
$6.97M -$6.78M -21,678 -49%
TC
128
TownSquare Capital
Utah
$6.93M +$539K +1,722 +8%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.74M +$123K +392 +2%
FWM
130
Frontier Wealth Management
Missouri
$6.62M – – –
DDC
131
DF Dent & Co
Maryland
$6.62M +$2.19K +7 +0%
Janus Henderson Group
132
Janus Henderson Group
United Kingdom
$6.6M -$12.2M -38,839 -65%
BCI
133
Brinker Capital Investments
Pennsylvania
$6.49M -$579K -1,851 -8%
OAM
134
Oppenheimer Asset Management
New York
$6.07M +$77.6K +248 +1%
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$5.98M -$943K -3,015 -14%
SWP
136
Stratos Wealth Partners
Ohio
$5.8M +$176K +562 +3%
HighTower Advisors
137
HighTower Advisors
Illinois
$5.71M +$1.29M +4,113 +29%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$5.69M -$43.8K -140 -0.8%
YCM
139
Yousif Capital Management
Michigan
$5.68M +$5.68M +18,158 New
RAM
140
Redmond Asset Management
Virginia
$5.62M -$31K -99 -0.5%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$5.51M +$238K +762 +5%
Canada Life
142
Canada Life
Manitoba, Canada
$5.47M +$201K +643 +4%
ONB
143
Old National Bancorp
Indiana
$5.29M +$257K +822 +5%
AG
144
AIA Group
Hong Kong
$5.27M +$476K +1,521 +10%
BMSSC
145
B. Metzler seel. Sohn & Co
Germany
$5.25M -$510K -1,650 -9%
Comerica Bank
146
Comerica Bank
Texas
$5.15M -$5.73M -20,527 -53%
State of New Jersey Common Pension Fund D
147
State of New Jersey Common Pension Fund D
New Jersey
$5.15M -$156K -499 -3%
Point72 Asset Management
148
Point72 Asset Management
Connecticut
$5.11M -$3.06M -9,787 -37%
FNBT
149
FineMark National Bank & Trust
Florida
$5.05M +$47.9K +153 +1%
AIM
150
Arcadia Investment Management
Michigan
$5.05M +$115K +368 +2%
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