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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 %
CIAS
276
Capital Investment Advisory Services
North Carolina
$897K – – –
UB
277
UMB Bank
Missouri
$895K +$605K +2,351 +208%
Cerity Partners
278
Cerity Partners
New York
$876K +$150K +584 +21%
RJT
279
Raymond James Trust
Florida
$876K +$213K +829 +32%
CT
280
Chicago Trust
Illinois
$867K +$64.4K +250 +8%
Amundi
281
Amundi
France
$865K +$838K +3,057 +3,088%
NA
282
NewEdge Advisors
Louisiana
$844K -$175K -680 -17%
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
$840K -$16.7K -65 -2%
American Century Companies
284
American Century Companies
Missouri
$823K +$136K +529 +20%
AFS
285
Access Financial Services
Minnesota
$799K -$246K -954 -24%
SAM
286
Securian Asset Management
Minnesota
$787K – – –
BBHC
287
Brown Brothers Harriman & Co
New York
$783K – – –
Susquehanna International Group
288
Susquehanna International Group
Pennsylvania
$777K +$522K +2,028 +205%
AC
289
Annandale Capital
Texas
$774K +$774K +3,006 New
RC
290
RegentAtlantic Capital
New Jersey
$772K +$382K +1,484 +98%
MML Investors Services
291
MML Investors Services
Massachusetts
$768K -$17.5K -68 -2%
PCM
292
Prelude Capital Management
New York
$753K +$286K +1,110 +61%
Robeco Institutional Asset Management
293
Robeco Institutional Asset Management
Netherlands
$751K -$401K -1,556 -35%
CGH
294
Crossmark Global Holdings
Texas
$745K -$38.9K -151 -5%
AAS
295
Avantax Advisory Services
Texas
$736K +$736K +2,859 New
WCM Investment Management
296
WCM Investment Management
California
$733K +$13.3K +52 +2%
CCM
297
Cox Capital Management
Massachusetts
$709K – – –
DekaBank Deutsche Girozentrale
298
DekaBank Deutsche Girozentrale
Germany
$700K – – –
Cetera Investment Advisers
299
Cetera Investment Advisers
Illinois
$691K +$163K +632 +31%
COCM
300
Charter Oak Capital Management
New Hampshire
$672K – – –
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12
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