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Watsco
WSO

Overview Fund Activity

567 hedge funds and large institutions have $8.45B invested in Watsco in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 176 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+30
Holders Change %
+5.59%
% of All Funds
9.15%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
92
Increased
213
Reduced
176
Closed
53
Calls
$19.4M
Puts
$12.9M
Net Calls
+$6.46M
Net Calls Change
-$2.58M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$52.3M
2
Millennium Management
2
Millennium Management
New York
$38.9M
3
BlackRock
3
BlackRock
New York
$1B
4
First Trust Advisors
4
First Trust Advisors
Illinois
$110M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$289M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$409M
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$0
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$7.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.9M
5
MFAM
5
Motley Fool Asset Management
Virginia
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESCM
226
Echo Street Capital Management
New York
$1.77M +$1.77M +7,110 New
FHB
227
First Hawaiian Bank
Hawaii
$1.77M -$499 -2 -0%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$1.77M +$56.6K +227 +3%
AWAU
229
Alliance Wealth Advisors (Utah)
Utah
$1.77M +$1.77M +7,103 New
BEI
230
Benjamin Edwards Inc
Missouri
$1.71M +$13.2K +53 +0.8%
TPCW
231
TD Private Client Wealth
New York
$1.68M -$80.3K -322 -5%
Rafferty Asset Management
232
Rafferty Asset Management
New York
$1.64M +$368K +1,474 +29%
ACL
233
Applied Capital LLC
Florida
$1.64M +$1.64M +6,584 New
II
234
Inspire Investing
Idaho
$1.64M +$1.16M +4,634 +239%
Pacer Advisors
235
Pacer Advisors
Pennsylvania
$1.59M +$1.59M +6,370 New
CCM
236
Coldstream Capital Management
Washington
$1.58M +$1.58M +6,347 New
SG Americas Securities
237
SG Americas Securities
New York
$1.58M -$547K -2,193 -26%
X
238
Xponance
Pennsylvania
$1.55M +$135K +542 +10%
SO
239
STRS Ohio
Ohio
$1.54M +$1.54M +6,169 New
RA
240
RFG Advisory
Alabama
$1.51M +$64.7K +206 +4%
SWS
241
SYSTM Wealth Solutions
Illinois
$1.51M +$1.51M +6,039 New
BPA
242
Beacon Pointe Advisors
California
$1.5M -$281K -1,126 -16%
URS
243
Utah Retirement Systems
Utah
$1.46M – – –
SFCL
244
Strengthening Families & Communities LLC
Massachusetts
$1.46M +$34.2K +137 +2%
LF
245
Lee Financial
Texas
$1.43M +$23.4K +94 +2%
WCA
246
Waratah Capital Advisors
Ontario, Canada
$1.41M +$1.41M +5,662 New
TFCM
247
Taylor Frigon Capital Management
Arizona
$1.39M -$26.4K -106 -2%
Voloridge Investment Management
248
Voloridge Investment Management
Florida
$1.39M -$1.53M -6,144 -53%
CSS
249
Cubist Systematic Strategies
Connecticut
$1.37M -$154K -618 -10%
Deutsche Bank
250
Deutsche Bank
Germany
$1.36M +$353K +1,415 +35%
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