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Watsco
WSO

Overview Fund Activity

537 hedge funds and large institutions have $8.59B invested in Watsco in 2022 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 195 increasing their positions, 176 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+22
Holders Change %
+4.27%
% of All Funds
9.29%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
78
Increased
195
Reduced
176
Closed
50
Calls
$21.5M
Puts
$12.5M
Net Calls
+$9.04M
Net Calls Change
+$15.1M

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$48.8M
2
RJA
Raymond James & Associates
Florida
+$29.8M
3
William Blair & Company
William Blair & Company
Illinois
+$29.8M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$29.7M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$19.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$23.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$16.7M
3
SCM
Sandler Capital Management
New York
-$13.3M
4
Capital World Investors
Capital World Investors
California
-$13M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
226
First Hawaiian Bank
Hawaii
$1.83M +$398K +1,545 +28%
JIC
227
Johnson Investment Counsel
Ohio
$1.82M +$2.58K +10 +0.1%
TPCW
228
TD Private Client Wealth
New York
$1.82M -$3.86K -15 -0.2%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$1.77M +$21.9K +85 +1%
BEI
230
Benjamin Edwards Inc
Missouri
$1.75M -$35.5K -138 -2%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$1.74M +$101K +392 +6%
GAM
232
Gotham Asset Management
New York
$1.73M +$792K +3,077 +84%
FA
233
FDx Advisors
Illinois
$1.69M -$241K -936 -12%
CSS
234
Cubist Systematic Strategies
Connecticut
$1.57M -$4.77M -18,527 -75%
UBS Group
235
UBS Group
Switzerland
$1.56M +$145K +565 +10%
AG
236
AIA Group
Hong Kong
$1.54M +$20.1K +78 +1%
URS
237
Utah Retirement Systems
Utah
$1.51M +$11.1K +43 +0.7%
Aviva
238
Aviva
United Kingdom
$1.5M -$604K -2,347 -29%
SIA
239
Schechter Investment Advisors
Michigan
$1.48M +$217K +844 +17%
SFCL
240
Strengthening Families & Communities LLC
Massachusetts
$1.47M +$712K +2,769 +94%
TFCM
241
Taylor Frigon Capital Management
Arizona
$1.47M -$3.86K -15 -0.3%
X
242
Xponance
Pennsylvania
$1.46M -$6.44K -25 -0.4%
LF
243
Lee Financial
Texas
$1.46M +$3.09K +12 +0.2%
TAM
244
Tocqueville Asset Management
New York
$1.35M -$107K -415 -7%
NMERB
245
New Mexico Educational Retirement Board
New Mexico
$1.34M – – –
Rafferty Asset Management
246
Rafferty Asset Management
New York
$1.32M -$55.6K -216 -4%
AWM
247
Avior Wealth Management
Nebraska
$1.31M +$144K +561 +12%
BOC
248
Barbara Oil Co
Illinois
$1.29M – – –
SAM
249
Scopus Asset Management
New York
$1.29M +$1.29M +5,000 New
AIMCA
250
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.24M – – –
8 9
10
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