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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 %
Public Employees Retirement Association of Colorado
251
Public Employees Retirement Association of Colorado
Colorado
$989K – – –
Zurich Cantonal Bank
252
Zurich Cantonal Bank
Switzerland
$977K -$35.1K -147 -3%
AFS
253
Access Financial Services
Minnesota
$969K +$969K +4,057 New
NA
254
NewEdge Advisors
Louisiana
$946K +$946K +3,960 New
ADIM
255
Alpha DNA Investment Management
Maryland
$927K +$927K +3,886 New
SFCL
256
Strengthening Families & Communities LLC
Massachusetts
$890K +$30.2K +100 +4%
TRCT
257
Tower Research Capital (TRC)
New York
$883K +$450K +1,886 +104%
GAM
258
Gotham Asset Management
New York
$873K +$128K +537 +17%
FFG
259
Fortem Financial Group
California
$867K +$867K +3,630 New
LA
260
Lindenwold Advisors
Pennsylvania
$845K +$10.3K +43 +1%
CIAS
261
Capital Investment Advisory Services
North Carolina
$832K +$239K +1,000 +40%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$812K +$212K +888 +35%
RA
263
Rational Advisors
New York
$798K -$243K -1,019 -23%
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$795K +$50.2K +210 +7%
Canada Pension Plan Investment Board
265
Canada Pension Plan Investment Board
Ontario, Canada
$770K +$358K +1,500 +87%
Creative Planning
266
Creative Planning
Kansas
$761K +$49.2K +206 +7%
AIM
267
Aigen Investment Management
New York
$758K -$4.3K -18 -0.6%
CT
268
Chicago Trust
Illinois
$744K – – –
WG
269
Winton Group
United Kingdom
$735K -$436K -1,827 -37%
SAM
270
Securian Asset Management
Minnesota
$730K +$23.9K +100 +3%
MML Investors Services
271
MML Investors Services
Massachusetts
$729K +$232K +970 +47%
CGH
272
Crossmark Global Holdings
Texas
$727K +$9.55K +40 +1%
BBHC
273
Brown Brothers Harriman & Co
New York
$726K +$79K +331 +12%
VAG
274
VisionPoint Advisory Group
Texas
$714K +$714K +2,437 New
RFC
275
Regions Financial Corp
Alabama
$709K -$63.1K -264 -8%
9 10
11
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