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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 %
ATC
301
Argent Trust Co
Tennessee
$668K +$182K +706 +37%
VAG
302
VisionPoint Advisory Group
Texas
$667K +$39.2K +152 +6%
NO
303
Ninety One
South Africa
$663K – – –
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$660K +$139K +539 +27%
KBC Group
305
KBC Group
Belgium
$643K +$1.8K +7 +0.3%
WA
306
Wealth Alliance
New York
$642K +$156K +607 +32%
D.E. Shaw & Co
307
D.E. Shaw & Co
New York
$621K +$91.7K +356 +17%
CW
308
CreativeOne Wealth
Kansas
$617K -$142K -550 -19%
CA
309
Cetera Advisors
Colorado
$610K -$3.09K -12 -0.5%
CA
310
CoreCap Advisors
Michigan
$606K -$37.3K -145 -6%
CIC
311
Crawford Investment Counsel
Georgia
$600K -$257 -1 -0%
PAMS
312
Pictet Asset Management (Switzerland)
Switzerland
$592K +$156K +608 +36%
ECM
313
Ensemble Capital Management
California
$575K – – –
DCM
314
Donaldson Capital Management
Indiana
$574K -$23.9K -93 -4%
AO
315
Advisor OS
Illinois
$567K -$18.8K -73 -3%
BRWA
316
B. Riley Wealth Advisors
Florida
$567K +$193K +750 +52%
CIBC World Market
317
CIBC World Market
Ontario, Canada
$562K +$562K +2,182 New
FWP
318
FAS Wealth Partners
Kansas
$560K +$2.58K +10 +0.5%
TW
319
TrinityPoint Wealth
Connecticut
$557K +$34K +132 +6%
SAM
320
Silvercrest Asset Management
New York
$554K – – –
HH
321
Hilltop Holdings
Texas
$552K -$63.8K -248 -10%
Simplex Trading
322
Simplex Trading
Illinois
$551K +$551K +2,141 New
CAL
323
Capital Analysts LLC
Pennsylvania
$536K – – –
SAM
324
Shell Asset Management
Netherlands
$534K -$140K -544 -21%
JWCA
325
J.W. Coons Advisors
Ohio
$523K +$67K +260 +15%
11 12
13
14 15