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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 %
AO
301
Advisor OS
Illinois
$543K +$543K +2,277 New
ECM
302
Ensemble Capital Management
California
$534K – – –
FC
303
FORA Capital
Florida
$520K +$520K +2,177 New
FWP
304
FAS Wealth Partners
Kansas
$517K +$7.65K +32 +2%
SAM
305
Silvercrest Asset Management
New York
$513K – – –
AWM
306
AE Wealth Management
Kansas
$513K +$513K +2,146 New
PAMS
307
Pictet Asset Management (Switzerland)
Switzerland
$512K -$171K -566 -25%
CAL
308
Capital Analysts LLC
Pennsylvania
$497K -$119K -500 -19%
IF
309
Insight Folios
North Carolina
$497K +$12.9K +54 +3%
FIM
310
Freedom Investment Management
Connecticut
$495K -$114K -476 -19%
D.E. Shaw & Co
311
D.E. Shaw & Co
New York
$491K -$229K -959 -32%
Cetera Investment Advisers
312
Cetera Investment Advisers
Illinois
$490K +$43.5K +182 +10%
TW
313
TrinityPoint Wealth
Connecticut
$485K +$8.6K +36 +2%
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$483K +$19.8K +83 +4%
WMSA
315
Weiss Multi-Strategy Advisers
New York
$478K +$478K +2,000 New
CW
316
Connectus Wealth
Ohio
$478K +$478K +2,000 New
GIM
317
Groesbeck Investment Management
New Jersey
$473K – – –
BTWM
318
Baker Tilly Wealth Management
Wisconsin
$470K -$11.5K -48 -2%
EWA
319
EverSource Wealth Advisors
Alabama
$462K +$455K +1,902 +6,340%
ProShare Advisors
320
ProShare Advisors
Maryland
$459K -$180K -752 -28%
SBH
321
Segall Bryant & Hamill
Illinois
$455K +$27.5K +115 +6%
PAM
322
Paradigm Asset Management
New York
$454K +$454K +1,900 New
WA
323
Wealth Alliance
New York
$451K +$42.3K +177 +10%
ATC
324
Argent Trust Co
Tennessee
$451K +$451K +1,890 New
SC
325
Sonen Capital
California
$444K +$444K +1,860 New
11 12
13
14 15