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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 %
NMIMC
251
Northwestern Mutual Investment Management Company
Wisconsin
$1.24M -$195K -756 -14%
Federated Hermes
252
Federated Hermes
Pennsylvania
$1.22M -$67.4K -262 -5%
RA
253
RFG Advisory
Alabama
$1.21M -$30.2K -115 -2%
Prudential Financial
254
Prudential Financial
New Jersey
$1.21M +$66K +258 +6%
ACM
255
AlphaCrest Capital Management
New York
$1.21M +$991K +3,849 +459%
SOADOR
256
State of Alaska Department of Revenue
Alaska
$1.19M -$39.9K -155 -3%
HI
257
Horizon Investments
North Carolina
$1.18M -$479K -1,876 -29%
E
258
Ergoteles
New York
$1.11M +$1.11M +4,317 New
Zurich Cantonal Bank
259
Zurich Cantonal Bank
Switzerland
$1.1M +$50.5K +196 +5%
QCM
260
Quantinno Capital Management
New York
$1.1M +$1.1M +4,276 New
Mariner
261
Mariner
Kansas
$1.1M +$1.1M +4,268 New
AOWM
262
Alpha Omega Wealth Management
Virginia
$1.08M -$38.6K -150 -3%
DC
263
Diametric Capital
Massachusetts
$1.08M +$1.08M +4,201 New
PRC
264
Pearl River Capital
Michigan
$1.08M +$378K +1,467 +54%
Public Employees Retirement Association of Colorado
265
Public Employees Retirement Association of Colorado
Colorado
$1.07M – – –
ZIG
266
Zurich Insurance Group
Switzerland
$1.06M +$1.06M +4,100 New
Deutsche Bank
267
Deutsche Bank
Germany
$1.04M -$375K -1,455 -26%
ACP
268
Aviance Capital Partners
Florida
$1.03M -$256K -994 -20%
HSBC Holdings
269
HSBC Holdings
United Kingdom
$970K -$412K -1,581 -30%
WG
270
Winton Group
United Kingdom
$947K +$154K +600 +19%
IIM
271
INTECH Investment Management
Florida
$938K -$1.06M -4,104 -53%
AI
272
AdvisorShares Investments
Maryland
$938K +$938K +3,645 New
Creative Planning
273
Creative Planning
Kansas
$918K +$98.1K +381 +12%
LA
274
Lindenwold Advisors
Pennsylvania
$914K +$3.86K +15 +0.4%
Mercer Global Advisors
275
Mercer Global Advisors
Colorado
$903K +$27.3K +106 +3%
9 10
11
12 13