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Watsco
WSO

Overview Fund Activity

463 hedge funds and large institutions have $8.04B invested in Watsco in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 136 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+20
Holders Change %
+4.51%
% of All Funds
8.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
65
Increased
183
Reduced
136
Closed
41
Calls
$8.94M
Puts
$2.27M
Net Calls
+$6.68M
Net Calls Change
-$15M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$75.4M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$520M
3
BlackRock
3
BlackRock
New York
$962M
4
WRF
4
Waddell & Reed Financial
Kansas
$45.1M
5
EVM
5
Eaton Vance Management
Massachusetts
$26.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$245M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$37.6M
3
EIP
3
Epoch Investment Partners
New York
$95.4M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$66.5M
5
Wells Fargo
5
Wells Fargo
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPIA
151
Hamilton Point Investment Advisors
North Carolina
$3.11M +$56.3K +216 +2%
Rafferty Asset Management
152
Rafferty Asset Management
New York
$3.07M -$769K -2,949 -20%
AG
153
AIA Group
Hong Kong
$3.03M +$1.07M +4,087 +54%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$3M -$2.87M -11,009 -49%
NA
155
Navellier & Associates
Nevada
$2.96M -$1.3K -5 -0%
HAIM
156
Hunter Associates Investment Management
Pennsylvania
$2.94M -$168K -645 -5%
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.86M +$1.04K +4 +0%
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$2.85M +$11.7K +45 +0.4%
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$2.83M +$557K +2,138 +24%
CIC
160
Crawford Investment Counsel
Georgia
$2.81M -$80.8K -310 -3%
APG Asset Management
161
APG Asset Management
Netherlands
$2.79M – – –
VOYA Investment Management
162
VOYA Investment Management
Georgia
$2.77M -$1.49M -5,734 -35%
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$2.67M -$221K -849 -8%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$2.65M +$1.81M +6,940 +215%
US Bancorp
165
US Bancorp
Minnesota
$2.56M +$30.5K +117 +1%
ASRS
166
Arizona State Retirement System
Arizona
$2.49M +$11.2K +43 +0.5%
OSIA
167
O'Shares Investment Advisers
Massachusetts
$2.48M +$61.5K +236 +3%
AIP
168
Ameritas Investment Partners
Nebraska
$2.37M – – –
WGAM
169
Wilkinson Global Asset Management
New York
$2.31M +$2.31M +8,840 New
LSERS
170
Louisiana State Employees Retirement System
Louisiana
$2.22M +$78.2K +300 +4%
NIA
171
Northstar Investment Advisors
Colorado
$2.15M -$26.3K -101 -1%
PGAM
172
Princeton Global Asset Management
New Jersey
$2.15M +$139K +532 +7%
BUB
173
BBVA USA Bancshares
Texas
$2.14M +$25.3K +97 +1%
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$2.13M +$1.24M +4,742 +138%
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$2.12M +$981K +3,763 +86%
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