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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 %
CW
276
CreativeOne Wealth
Kansas
$703K +$5.25K +22 +0.8%
QT
277
Quantamental Technologies
New York
$702K +$702K +2,941 New
Cerity Partners
278
Cerity Partners
New York
$673K +$104K +435 +18%
WCM Investment Management
279
WCM Investment Management
California
$669K +$2.14K +9 +0.3%
PFM
280
Parsec Financial Management
North Carolina
$662K – – –
CCM
281
Cox Capital Management
Massachusetts
$658K – – –
DekaBank Deutsche Girozentrale
282
DekaBank Deutsche Girozentrale
Germany
$647K – – –
PRC
283
Pearl River Capital
Michigan
$646K +$646K +2,707 New
American Century Companies
284
American Century Companies
Missouri
$637K +$92.4K +387 +17%
SAM
285
Shell Asset Management
Netherlands
$626K +$194K +812 +45%
COCM
286
Charter Oak Capital Management
New Hampshire
$623K +$7.16K +30 +1%
JF
287
Jump Financial
Illinois
$618K -$147K -614 -19%
RJT
288
Raymond James Trust
Florida
$615K +$182K +762 +42%
NO
289
Ninety One
South Africa
$612K +$612K +2,552 New
CA
290
CoreCap Advisors
Michigan
$597K -$24.6K -103 -4%
KBC Group
291
KBC Group
Belgium
$595K -$338K -1,416 -36%
MSRPS
292
Maryland State Retirement & Pension System
Maryland
$595K – – –
CAAS
293
Capital Asset Advisory Services
Michigan
$587K +$587K +2,460 New
PHK
294
Point72 Hong Kong
Hong Kong
$586K +$404K +1,690 +222%
KC
295
Kenfarb & Co
Kentucky
$577K – – –
HH
296
Hilltop Holdings
Texas
$571K +$163K +684 +40%
CA
297
Cetera Advisors
Colorado
$568K -$1.43K -6 -0.3%
CANY
298
Caxton Associates (New York)
New York
$564K +$564K +2,363 New
CIC
299
Crawford Investment Counsel
Georgia
$557K -$1.67K -7 -0.3%
DCM
300
Donaldson Capital Management
Indiana
$554K +$74.7K +313 +16%
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