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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 %
IIM
151
Ipswich Investment Management
Massachusetts
$5.03M -$11K -35 -0.2%
MIM
152
MetLife Investment Management
New Jersey
$5.01M +$51.6K +165 +1%
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$4.59M +$56.5K +200 +1%
Squarepoint
154
Squarepoint
New York
$4.58M +$4.58M +14,644 New
AP
155
Appleton Partners
Massachusetts
$4.45M +$1.05M +3,357 +31%
VCM
156
Vision Capital Management
Oregon
$4.37M +$41K +131 +0.9%
CSS
157
Cubist Systematic Strategies
Connecticut
$4.26M +$2.75M +8,790 +182%
NGA
158
Naples Global Advisors
Florida
$4.23M -$3.75K -12 -0.1%
WGAM
159
Wilkinson Global Asset Management
New York
$4.03M -$59.4K -190 -1%
AACP
160
Advantage Alpha Capital Partners
California
$4.02M +$823K +2,632 +26%
SG Americas Securities
161
SG Americas Securities
New York
$3.96M +$859K +2,744 +28%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$3.96M +$2.35M +7,524 +147%
Ensign Peak Advisors
163
Ensign Peak Advisors
Utah
$3.93M -$4.05M -12,930 -51%
HPIA
164
Hamilton Point Investment Advisors
North Carolina
$3.92M +$106K +339 +3%
ACM
165
Advisors Capital Management
New Jersey
$3.68M +$436K +1,393 +13%
MC
166
Middleton & Co
Massachusetts
$3.64M -$54.8K -175 -1%
NA
167
Navellier & Associates
Nevada
$3.57M -$134K -428 -4%
AG
168
Algert Global
California
$3.55M +$999K +3,194 +39%
MGWM
169
Marks Group Wealth Management
Minnesota
$3.53M +$3.53M +11,277 New
OSIA
170
O'Shares Investment Advisers
Massachusetts
$3.51M +$102K +327 +3%
UBS Group
171
UBS Group
Switzerland
$3.45M +$44.1K +141 +1%
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.43M +$17.8K +57 +0.5%
FDS
173
Freedom Day Solutions
Texas
$3.41M -$45.7K -146 -1%
FT
174
Fiduciary Trust
Massachusetts
$3.39M +$876K +2,800 +35%
Rafferty Asset Management
175
Rafferty Asset Management
New York
$3.38M +$61.6K +197 +2%
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