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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 %
CANY
251
Caxton Associates (New York)
New York
$1.34M +$1.34M +5,378 New
Twin Tree Management
252
Twin Tree Management
Texas
$1.33M +$1.33M +5,333 New
Two Sigma Investments
253
Two Sigma Investments
New York
$1.33M +$1.33M +5,323 New
SIA
254
Schechter Investment Advisors
Michigan
$1.32M -$113K -454 -8%
Lazard Asset Management
255
Lazard Asset Management
New York
$1.31M -$1.55M -6,219 -54%
FA
256
FDx Advisors
Illinois
$1.3M -$336K -1,347 -21%
NMERB
257
New Mexico Educational Retirement Board
New Mexico
$1.3M – – –
AWM
258
Avior Wealth Management
Nebraska
$1.27M – – –
BOC
259
Barbara Oil Co
Illinois
$1.25M – – –
CIC
260
Carnegie Investment Counsel
Ohio
$1.25M +$833K +3,341 +202%
LIP
261
Lighthouse Investment Partners
Florida
$1.21M -$3.78M -15,158 -76%
AIMCA
262
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.2M – – –
SOADOR
263
State of Alaska Department of Revenue
Alaska
$1.16M +$11.2K +45 +1%
Mariner
264
Mariner
Kansas
$1.16M +$95.8K +384 +9%
JF
265
Jump Financial
Illinois
$1.15M +$783K +3,141 +212%
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$1.14M +$265K +1,062 +30%
PRC
267
Pearl River Capital
Michigan
$1.13M +$84K +337 +8%
American Century Companies
268
American Century Companies
Missouri
$1.11M +$312K +1,249 +39%
Prudential Financial
269
Prudential Financial
New Jersey
$1.1M -$72.1K -289 -6%
Federated Hermes
270
Federated Hermes
Pennsylvania
$1.08M -$109K -436 -9%
MF
271
Magnetar Financial
Illinois
$1.06M +$1.06M +4,248 New
OQS
272
Occudo Quantitative Strategies
Florida
$1.06M +$1.06M +4,243 New
AOWM
273
Alpha Omega Wealth Management
Virginia
$1.05M – – –
CB
274
Centennial Bank
Arkansas
$1.04M +$1.04M +4,166 New
Public Employees Retirement Association of Colorado
275
Public Employees Retirement Association of Colorado
Colorado
$1.03M – – –
9 10
11
12 13