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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 %
FDS
151
Freedom Day Solutions
Texas
$2.66M 11,741 +963 +9%
HPIA
152
Hamilton Point Investment Advisors
North Carolina
$2.65M 11,696 +57 +0.5%
Deutsche Bank
153
Deutsche Bank
Germany
$2.61M 11,520 -3,879 -25%
NA
154
Navellier & Associates
Nevada
$2.58M 11,371 -514 -4%
NMIMC
155
Northwestern Mutual Investment Management Company
Wisconsin
$2.56M 11,285 -114 -1%
State of Tennessee, Department of Treasury
156
State of Tennessee, Department of Treasury
Tennessee
$2.52M 11,104 +502 +5%
CIC
157
Crawford Investment Counsel
Georgia
$2.51M 11,099 -920 -8%
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.48M 10,961 +441 +4%
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$2.46M 10,864 -225 -2%
UH
160
Unigestion Holding
Switzerland
$2.41M 10,653 -2,541 -19%
APG Asset Management
161
APG Asset Management
Netherlands
$2.33M 12,563 -23,838 -65%
Tudor Investment Corp
162
Tudor Investment Corp
Connecticut
$2.33M 10,262 +1,669 +19%
GAM
163
Gotham Asset Management
New York
$2.31M 10,216 +2,452 +32%
NA
164
NewEdge Advisors
Louisiana
$2.26M 9,976 +5,651 +131%
US Bancorp
165
US Bancorp
Minnesota
$2.2M 9,706 -115 -1%
Fiera Capital (Canada)
166
Fiera Capital (Canada)
Quebec, Canada
$2.17M 9,595 +40 +0.4%
ASRS
167
Arizona State Retirement System
Arizona
$2.16M 9,519 -365 -4%
KJHP
168
K.J. Harrison & Partners
Ontario, Canada
$2.15M 9,503 – –
SO
169
STRS Ohio
Ohio
$2.12M 9,348 +2,766 +42%
OSIA
170
O'Shares Investment Advisers
Massachusetts
$2.1M 9,254 +693 +8%
AIP
171
Ameritas Investment Partners
Nebraska
$2.06M 9,071 -221 -2%
ROC
172
Running Oak Capital
Minnesota
$1.98M 8,744 -166 -2%
Schroder Investment Management Group
173
Schroder Investment Management Group
United Kingdom
$1.98M 8,732 +8,732 New
MGWM
174
Marks Group Wealth Management
Minnesota
$1.95M 8,586 -45 -0.5%
NIA
175
Northstar Investment Advisors
Colorado
$1.89M 8,340 -56 -0.7%
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