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Watsco
WSO

Overview Fund Activity

443 hedge funds and large institutions have $6.99B invested in Watsco in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 164 reducing their positions, and 48 closing their positions.

Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.86%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
56
Increased
161
Reduced
164
Closed
48
Calls
$23.1M
Puts
$1.4M
Net Calls
+$21.7M
Net Calls Change
-$21.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$746M
2
Ameriprise
2
Ameriprise
Minnesota
$82.3M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$394M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$169M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.1M
2
American Century Companies
2
American Century Companies
Missouri
$813K
3
FCM
3
Frontier Capital Management
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10M
5
Wells Fargo
5
Wells Fargo
California
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$782M 3,452,488 +32,899 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$746M 3,291,057 +111,973 +4%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$394M 1,740,312 +45,380 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$284M 1,253,845 +14,566 +1%
Charles Schwab
5
Charles Schwab
California
$257M 1,135,609 +1,340 +0.1%
Capital World Investors
6
Capital World Investors
California
$234M 1,031,244 +603 +0.1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$200M 882,410 +10,492 +1%
State Street
8
State Street
Massachusetts
$181M 797,275 +13,833 +2%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$181M 798,710 -34,011 -4%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$169M 745,026 +38,408 +5%
DC
11
Davenport & Co
Virginia
$141M 622,770 -905 -0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$132M 580,787 +18,198 +3%
William Blair & Company
13
William Blair & Company
Illinois
$127M 560,026 -1,613 -0.3%
Wells Fargo
14
Wells Fargo
California
$118M 519,967 -51,409 -9%
EIP
15
Epoch Investment Partners
New York
$111M 491,662 -14,319 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$96.1M 424,159 +16,069 +4%
MG
17
Markel Group
Virginia
$90.4M 399,000 +2,000 +0.5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$84.8M 374,497 -19,505 -5%
GGHC
19
Gilder Gagnon Howe & Co
New York
$82.9M 366,065 -10,990 -3%
Ameriprise
20
Ameriprise
Minnesota
$82.3M 363,312 +96,542 +36%
BFM
21
Boston Financial Management
Massachusetts
$80.4M 355,045 +4,402 +1%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$79.7M 351,991 +2,837 +0.8%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$74M 326,678 +23,388 +8%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$72.8M 321,489 -21,577 -6%
Northern Trust
25
Northern Trust
Illinois
$71.1M 313,687 -14,516 -4%
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