WSO icon

Watsco
WSO

Overview Fund Activity

675 hedge funds and large institutions have $13.5B invested in Watsco in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 212 increasing their positions, 243 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+62
Holders Change %
+10.11%
% of All Funds
10.65%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
122
Increased
212
Reduced
243
Closed
54
Calls
$43M
Puts
$163M
Net Calls
-$120M
Net Calls Change
-$14.5M

Top Buyers

1
BlackRock
BlackRock
New York
$1.63B
2
Barclays
Barclays
United Kingdom
$97.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$560M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$75.8M
5
State Street
State Street
Massachusetts
$407M

Top Sellers

1
BG
Bahl & Gaynor
Ohio
$98.5M
2
ACA
Anchor Capital Advisors
Massachusetts
$71M
3
HF
HRT Financial
New York
$0
4
Bank of America
Bank of America
North Carolina
$76.7M
5
Victory Capital Management
Victory Capital Management
Texas
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOSSRA
276
B.O.S.S. Retirement Advisors
Utah
$2.33M -$88.9K -233 -4%
TAF
277
Tredje AP-fonden
Sweden
$2.29M +$2.29M +6,008 New
EWM
278
Empirical Wealth Management
Washington
$2.26M +$2.26M +5,931 New
Pacer Advisors
279
Pacer Advisors
Pennsylvania
$2.25M +$2.25M +5,900 New
CA
280
Cetera Advisors
Colorado
$2.21M +$397K +1,040 +22%
SIA
281
Schechter Investment Advisors
Michigan
$2.19M +$103K +269 +5%
Axa
282
Axa
France
$2.18M +$2.18M +5,704 New
URS
283
Utah Retirement Systems
Utah
$2.17M -$76.3K -200 -3%
JIC
284
Johnson Investment Counsel
Ohio
$2.17M +$5.34K +14 +0.2%
Two Sigma Investments
285
Two Sigma Investments
New York
$2.14M -$8.77K -23 -0.4%
SG Americas Securities
286
SG Americas Securities
New York
$2.04M -$1.05M -2,748 -34%
TFCM
287
Taylor Frigon Capital Management
Arizona
$1.99M -$95K -249 -5%
VanEck Associates
288
VanEck Associates
New York
$1.98M +$154K +404 +8%
DekaBank Deutsche Girozentrale
289
DekaBank Deutsche Girozentrale
Germany
$1.97M +$1.14M +3,024 +137%
BCM
290
Bridgeway Capital Management
Texas
$1.96M +$1.96M +5,130 New
OQS
291
Occudo Quantitative Strategies
Florida
$1.93M +$1.15M +3,016 +148%
LF
292
Lee Financial
Texas
$1.91M – – –
BOC
293
Barbara Oil Co
Illinois
$1.91M – – –
Mariner
294
Mariner
Kansas
$1.89M +$54.2K +142 +3%
X
295
Xponance
Pennsylvania
$1.89M -$465K -1,220 -20%
SO
296
STRS Ohio
Ohio
$1.87M -$25.2K -66 -1%
RJT
297
Raymond James Trust
Florida
$1.86M +$157K +412 +9%
E
298
Ergoteles
New York
$1.85M -$1.16M -3,031 -39%
Prudential Financial
299
Prudential Financial
New Jersey
$1.78M +$35.9K +94 +2%
DWM
300
Dakota Wealth Management
Florida
$1.76M +$1.76M +4,611 New
10 11
12
13 14