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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 %
OPERF
176
Oregon Public Employees Retirement Fund
Oregon
$3.36M -$98.6K -315 -3%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$3.3M +$207K +663 +7%
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$3.2M -$16.9K -54 -0.5%
US Bancorp
179
US Bancorp
Minnesota
$3.18M -$99.3K -317 -3%
CF
180
CNA Financial
Illinois
$3.13M +$3.13M +10,000 New
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$3.07M -$147K -471 -5%
SEI Investments
182
SEI Investments
Pennsylvania
$3.05M -$770K -2,454 -20%
PSP
183
Principal Street Partners
Tennessee
$3M +$3M +9,599 New
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$2.92M +$406K +1,298 +16%
State of Tennessee, Department of Treasury
185
State of Tennessee, Department of Treasury
Tennessee
$2.92M – – –
PGAM
186
Princeton Global Asset Management
New Jersey
$2.88M +$30.4K +97 +1%
ZIM
187
Zacks Investment Management
Illinois
$2.82M +$2.82M +9,024 New
HSBC Holdings
188
HSBC Holdings
United Kingdom
$2.82M +$594K +1,906 +27%
Allspring Global Investments
189
Allspring Global Investments
North Carolina
$2.81M +$2.81M +8,996 New
ASRS
190
Arizona State Retirement System
Arizona
$2.78M -$28.5K -91 -1%
AIP
191
Ameritas Investment Partners
Nebraska
$2.76M +$30K +96 +1%
LSERS
192
Louisiana State Employees Retirement System
Louisiana
$2.66M +$31.3K +100 +1%
Lazard Asset Management
193
Lazard Asset Management
New York
$2.63M -$40.3K -129 -2%
Aviva
194
Aviva
United Kingdom
$2.62M +$745K +2,382 +40%
CCM
195
Coldstream Capital Management
Washington
$2.61M +$1.02M +3,272 +64%
SOMRS
196
State of Michigan Retirement System
Michigan
$2.61M +$31.3K +100 +1%
ACM
197
AlphaCrest Capital Management
New York
$2.56M +$1.21M +3,864 +90%
CP
198
Cumberland Partners
Ontario, Canada
$2.55M +$767K +2,450 +43%
JIC
199
Johnson Investment Counsel
Ohio
$2.49M -$7.82K -25 -0.3%
OC
200
Oppenheimer & Co
New York
$2.43M +$939 +3 +0%
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