WSO icon

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 %
Holocene Advisors
201
Holocene Advisors
New York
$2.4M -$2.82M -9,003 -54%
CF
202
Centaurus Financial
California
$2.38M -$13.1K -42 -0.5%
SYBT
203
Stock Yards Bank & Trust
Kentucky
$2.32M -$332K -1,062 -13%
BF
204
BOK Financial
Oklahoma
$2.31M +$8.45K +27 +0.4%
HWAM
205
Hennion & Walsh Asset Management
New Jersey
$2.3M -$336K -1,073 -13%
Robeco Institutional Asset Management
206
Robeco Institutional Asset Management
Netherlands
$2.27M -$1.46M -4,669 -39%
Sumitomo Mitsui Trust Group
207
Sumitomo Mitsui Trust Group
Japan
$2.26M +$2.26M +7,219 New
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$2.26M -$6.44M -20,615 -74%
IMRF
209
Illinois Municipal Retirement Fund
Illinois
$2.13M +$447K +1,429 +27%
NMERB
210
New Mexico Educational Retirement Board
New Mexico
$2.13M – – –
IWA
211
Intercontinental Wealth Advisors
Texas
$2.09M -$21K -67 -1%
CWMU
212
Caliber Wealth Management (Utah)
Utah
$2.09M +$2.09M +7,001 New
RCM
213
Regency Capital Management
Hawaii
$2.07M +$38.8K +124 +2%
LPL Financial
214
LPL Financial
California
$2.05M +$200K +640 +11%
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$1.99M +$332K +1,061 +20%
ACA
216
Aptus Capital Advisors
Alabama
$1.96M +$368K +1,176 +23%
EP
217
Edgestream Partners
New Jersey
$1.95M +$1.09M +3,496 +128%
BEI
218
Benjamin Edwards Inc
Missouri
$1.95M -$1.56K -5 -0.1%
BFEC
219
Benjamin F. Edwards & Company
Missouri
$1.94M +$36.6K +117 +2%
Luther King Capital Management (LKCM)
220
Luther King Capital Management (LKCM)
Texas
$1.94M +$2.19K +7 +0.1%
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
$1.93M +$911K +2,912 +89%
TAM
222
Tocqueville Asset Management
New York
$1.93M -$238K -760 -11%
WMSA
223
Weiss Multi-Strategy Advisers
New York
$1.89M -$304K -973 -14%
KJHP
224
K.J. Harrison & Partners
Ontario, Canada
$1.89M +$89.3K +285 +5%
URS
225
Utah Retirement Systems
Utah
$1.85M – – –
7 8
9
10 11