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Watsco
WSO

Overview Fund Activity

475 hedge funds and large institutions have $8.11B invested in Watsco in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 172 increasing their positions, 168 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
8.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
52
Increased
172
Reduced
168
Closed
44
Calls
$16M
Puts
$15.9M
Net Calls
+$57K
Net Calls Change
-$13.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$63.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$33.2M
3
Millennium Management
Millennium Management
New York
$27.1M
4
VNIM
Vaughan Nelson Investment Management
Texas
$23M
5
Renaissance Technologies
Renaissance Technologies
New York
$26.5M

Top Sellers

1
GGHC
Gilder Gagnon Howe & Co
New York
$68K
2
EIP
Epoch Investment Partners
New York
$60.5M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$37.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$42.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
151
HighTower Advisors
Illinois
$3.73M +$12.4K +47 +0.3%
VCM
152
Vision Capital Management
Oregon
$3.66M +$11.1K +42 +0.3%
NGA
153
Naples Global Advisors
Florida
$3.58M -$23K -87 -0.6%
WGAM
154
Wilkinson Global Asset Management
New York
$3.45M +$3.97K +15 +0.1%
SSA
155
Schonfeld Strategic Advisors
New York
$3.36M +$2.25M +8,516 +204%
SEI Investments
156
SEI Investments
Pennsylvania
$3.23M -$581K -2,196 -15%
HPIA
157
Hamilton Point Investment Advisors
North Carolina
$3.23M +$47.9K +181 +2%
Robeco Institutional Asset Management
158
Robeco Institutional Asset Management
Netherlands
$3.16M +$2.24M +8,470 +245%
NA
159
Navellier & Associates
Nevada
$3.14M -$55.8K -211 -2%
MC
160
Middleton & Co
Massachusetts
$3.13M -$180K -680 -5%
FDS
161
Freedom Day Solutions
Texas
$2.92M -$58K -219 -2%
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$2.92M -$38.6K -146 -1%
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.88M -$19.1K -72 -0.7%
UBS Group
164
UBS Group
Switzerland
$2.88M -$3.38M -12,786 -54%
OSIA
165
O'Shares Investment Advisers
Massachusetts
$2.88M +$130K +493 +5%
AP
166
Appleton Partners
Massachusetts
$2.87M +$2.54M +9,582 +753%
Rafferty Asset Management
167
Rafferty Asset Management
New York
$2.81M -$777K -2,937 -22%
US Bancorp
168
US Bancorp
Minnesota
$2.77M +$218K +822 +9%
ACM
169
Advisors Capital Management
New Jersey
$2.74M +$483K +1,825 +21%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$2.73M +$860K +3,251 +46%
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$2.72M -$17.5K -66 -0.6%
AACP
172
Advantage Alpha Capital Partners
California
$2.71M +$2.71M +10,230 New
SG Americas Securities
173
SG Americas Securities
New York
$2.62M -$2.05M -7,745 -44%
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
$2.62M -$2.39M -9,032 -48%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$2.61M +$645K +2,438 +33%
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