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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 %
CF
176
Centaurus Financial
California
$2.1M +$134K +514 +7%
BF
177
BOK Financial
Oklahoma
$1.93M +$92.3K +354 +5%
CIP
178
Capital Insight Partners
Arizona
$1.92M +$21.6K +83 +1%
LF
179
Lee Financial
Texas
$1.91M -$72K -276 -4%
IWA
180
Intercontinental Wealth Advisors
Texas
$1.88M +$30.5K +117 +2%
BEI
181
Benjamin Edwards Inc
Missouri
$1.84M +$13K +50 +0.7%
FT
182
Fiduciary Trust
Massachusetts
$1.83M +$319K +1,225 +21%
SO
183
STRS Ohio
Ohio
$1.8M -$641K -2,461 -26%
HWAM
184
Hennion & Walsh Asset Management
New Jersey
$1.78M +$1.78M +6,832 New
AC
185
Athanor Capital
New York
$1.77M -$283K -1,086 -14%
ACM
186
Advisors Capital Management
New Jersey
$1.77M +$538K +2,062 +44%
Deutsche Bank
187
Deutsche Bank
Germany
$1.75M -$1.25M -4,796 -42%
Luther King Capital Management (LKCM)
188
Luther King Capital Management (LKCM)
Texas
$1.75M +$131K +502 +8%
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$1.74M +$1.83K +7 +0.1%
Prudential Financial
190
Prudential Financial
New Jersey
$1.74M +$19.6K +75 +1%
OTPPB
191
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.73M +$914K +3,506 +112%
FL
192
Fort LP
Maryland
$1.71M +$79.8K +306 +5%
Massachusetts Financial Services
193
Massachusetts Financial Services
Massachusetts
$1.68M +$1.68M +6,460 New
Federated Hermes
194
Federated Hermes
Pennsylvania
$1.68M -$42.2K -162 -2%
Squarepoint
195
Squarepoint
New York
$1.67M +$775K +2,971 +87%
Robeco Institutional Asset Management
196
Robeco Institutional Asset Management
Netherlands
$1.66M +$649K +2,486 +64%
ACA
197
Aptus Capital Advisors
Alabama
$1.64M +$57.4K +220 +4%
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$1.62M +$86K +330 +6%
URS
199
Utah Retirement Systems
Utah
$1.62M -$78.2K -300 -5%
WG
200
Winton Group
United Kingdom
$1.61M +$280K +1,072 +21%
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