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Watsco
WSO

Overview Fund Activity

515 hedge funds and large institutions have $7.74B invested in Watsco in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 157 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
8.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
83
Increased
200
Reduced
157
Closed
55
Calls
$22.7M
Puts
$28.7M
Net Calls
-$6.03M
Net Calls Change
-$12.5M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$49.4M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$36.4M
3
Wells Fargo
Wells Fargo
California
+$35.5M
4
BlackRock
BlackRock
New York
+$35.2M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$33.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$19.5M
2
Swedbank
Swedbank
Sweden
-$13.2M
3
DC
Davenport & Co
Virginia
-$12.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$10.1M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
226
RFG Advisory
Alabama
$1.33M +$110K +391 +9%
FHB
227
First Hawaiian Bank
Hawaii
$1.33M +$892K +3,734 +204%
NMIMC
228
Northwestern Mutual Investment Management Company
Wisconsin
$1.33M +$15.8K +66 +1%
UBS Group
229
UBS Group
Switzerland
$1.31M +$82.6K +346 +7%
Deutsche Bank
230
Deutsche Bank
Germany
$1.31M +$540K +2,262 +70%
HSBC Holdings
231
HSBC Holdings
United Kingdom
$1.28M +$916K +3,799 +253%
Rafferty Asset Management
232
Rafferty Asset Management
New York
$1.27M -$918K -3,844 -42%
Teacher Retirement System of Texas
233
Teacher Retirement System of Texas
Texas
$1.26M -$363K -1,518 -22%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$1.25M -$13.6K -57 -1%
NMERB
235
New Mexico Educational Retirement Board
New Mexico
$1.24M -$382K -1,600 -24%
EP
236
Edgestream Partners
New Jersey
$1.21M +$1.21M +5,060 New
Federated Hermes
237
Federated Hermes
Pennsylvania
$1.2M -$29.4K -123 -2%
ACP
238
Aviance Capital Partners
Florida
$1.19M -$478K -2,000 -29%
BOC
239
Barbara Oil Co
Illinois
$1.19M – – –
SIA
240
Schechter Investment Advisors
Michigan
$1.17M -$2.39K -10 -0.2%
AIMCA
241
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.15M – – –
SOADOR
242
State of Alaska Department of Revenue
Alaska
$1.14M +$27.4K +115 +2%
PI
243
PEAK6 Investments
Illinois
$1.11M +$1.11M +4,661 New
AWM
244
Avior Wealth Management
Nebraska
$1.08M – – –
Robeco Institutional Asset Management
245
Robeco Institutional Asset Management
Netherlands
$1.07M – – –
Prudential Financial
246
Prudential Financial
New Jersey
$1.06M -$6.43K -27 -0.6%
SI
247
Stephens Inc
Arkansas
$1.05M +$20.8K +87 +2%
BFM
248
Boothbay Fund Management
New York
$1.05M +$1.05M +4,387 New
AOWM
249
Alpha Omega Wealth Management
Virginia
$1.04M – – –
BNP Paribas Asset Management
250
BNP Paribas Asset Management
France
$1.01M +$1.01M +4,225 New
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