474 hedge funds and large institutions have $8.77B invested in Watsco in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 157 increasing their positions, 170 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
8.28%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
61
Increased
157
Reduced
170
Closed
47
Calls
$18M
Puts
$4.62M
Net Calls
+$13.4M
Net Calls Change
+$6.68M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$2.25M +$890K +3,118 +66%
IECM
177
Intrinsic Edge Capital Management
Illinois
$2.23M -$2.21M -7,693 -50%
CF
178
Centaurus Financial
California
$2.21M -$98.6K -344 -4%
NIA
179
Northstar Investment Advisors
Colorado
$2.2M -$131K -463 -6%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$2.13M +$1.37M +4,785 +181%
IWA
181
Intercontinental Wealth Advisors
Texas
$2.08M +$9.46K +33 +0.5%
CSS
182
Cubist Systematic Strategies
Connecticut
$2.07M -$5.46M -19,043 -73%
LF
183
Lee Financial
Texas
$2.05M -$54.7K -191 -3%
TAM
184
Tocqueville Asset Management
New York
$2.04M -$1.75M -6,103 -46%
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$2.02M +$103K +360 +5%
HWAM
186
Hennion & Walsh Asset Management
New Jersey
$2.01M +$54.5K +190 +3%
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$2.01M -$340K -1,186 -14%
WG
188
Winton Group
United Kingdom
$2M +$227K +793 +13%
AI
189
AdvisorShares Investments
Maryland
$1.98M +$1.98M +6,904 New
FT
190
Fiduciary Trust
Massachusetts
$1.95M -$64.5K -225 -3%
NMERB
191
New Mexico Educational Retirement Board
New Mexico
$1.95M +$287K +1,000 +17%
VOYA Investment Management
192
VOYA Investment Management
Georgia
$1.9M -$1.15M -4,012 -38%
HSBC Holdings
193
HSBC Holdings
United Kingdom
$1.88M +$1.21M +4,231 +181%
Lazard Asset Management
194
Lazard Asset Management
New York
$1.83M +$560K +1,955 +44%
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$1.78M +$1.15K +4 +0.1%
URS
196
Utah Retirement Systems
Utah
$1.78M
BEI
197
Benjamin Edwards Inc
Missouri
$1.76M -$271K -944 -13%
BFEC
198
Benjamin F. Edwards & Company
Missouri
$1.75M +$22.9K +80 +1%
Luther King Capital Management (LKCM)
199
Luther King Capital Management (LKCM)
Texas
$1.74M -$178K -620 -9%
Federated Hermes
200
Federated Hermes
Pennsylvania
$1.74M -$109K -379 -6%