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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 %
Zurich Cantonal Bank
276
Zurich Cantonal Bank
Switzerland
$1.03M -$39.9K -160 -4%
ZIG
277
Zurich Insurance Group
Switzerland
$1.02M – – –
PAMS
278
Pictet Asset Management (Switzerland)
Switzerland
$976K +$403K +1,615 +70%
QCM
279
Quantinno Capital Management
New York
$968K -$99.1K -397 -9%
Aviva
280
Aviva
United Kingdom
$954K -$494K -1,981 -34%
BBHC
281
Brown Brothers Harriman & Co
New York
$908K +$150K +600 +20%
AG
282
AIA Group
Hong Kong
$908K -$580K -2,327 -39%
UB
283
UMB Bank
Missouri
$898K +$29.9K +120 +3%
IIM
284
INTECH Investment Management
Florida
$894K -$15.2K -61 -2%
VI
285
Versor Investments
New York
$878K +$878K +3,522 New
CIAS
286
Capital Investment Advisory Services
North Carolina
$869K – – –
AGP
287
Autumn Glory Partners
Texas
$866K +$623K +2,496 +256%
AFS
288
Access Financial Services
Minnesota
$861K +$87.5K +351 +11%
CT
289
Chicago Trust
Illinois
$840K – – –
Cambridge Investment Research Advisors
290
Cambridge Investment Research Advisors
Iowa
$838K +$24.7K +99 +3%
ATC
291
Argent Trust Co
Tennessee
$811K +$164K +656 +25%
CAN
292
Cetera Advisor Networks
California
$794K +$794K +3,182 New
LA
293
Lindenwold Advisors
Pennsylvania
$791K -$94.5K -379 -11%
Creative Planning
294
Creative Planning
Kansas
$787K -$103K -411 -12%
RJT
295
Raymond James Trust
Florida
$783K -$66.1K -265 -8%
PAM
296
Paradigm Asset Management
New York
$773K +$374K +1,500 +94%
Cetera Investment Advisers
297
Cetera Investment Advisers
Illinois
$772K +$103K +412 +15%
GC
298
Guggenheim Capital
Illinois
$771K +$771K +3,090 New
BC
299
Burney Company
Virginia
$769K +$274K +1,100 +55%
NMIMC
300
Northwestern Mutual Investment Management Company
Wisconsin
$768K -$428K -1,717 -36%
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12
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