WSO icon

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 %
SAM
301
Securian Asset Management
Minnesota
$762K – – –
Amundi
302
Amundi
France
$754K -$116K -420 -13%
AC
303
Annandale Capital
Texas
$750K – – –
OTPPB
304
Ontario Teachers' Pension Plan Board
Ontario, Canada
$743K +$743K +2,978 New
HWMA
305
Heritage Wealth Management (Arizona)
Arizona
$734K +$411K +1,649 +127%
AAS
306
Avantax Advisory Services
Texas
$730K +$17K +68 +2%
MML Investors Services
307
MML Investors Services
Massachusetts
$727K -$17.2K -69 -2%
CIBC World Market
308
CIBC World Market
Ontario, Canada
$724K +$180K +721 +33%
CA
309
Cetera Advisors
Colorado
$697K +$107K +428 +18%
VPIM
310
Vanguard Personalized Indexing Management
California
$694K +$340K +1,363 +96%
DekaBank Deutsche Girozentrale
311
DekaBank Deutsche Girozentrale
Germany
$692K – – –
CGH
312
Crossmark Global Holdings
Texas
$688K -$33.2K -133 -5%
DI
313
DFPG Investments
Utah
$687K +$687K +2,482 New
CCM
314
Cox Capital Management
Massachusetts
$687K – – –
YIH
315
Y-Intercept (HK)
Hong Kong
$672K +$347K +1,390 +107%
QT
316
Quantamental Technologies
New York
$665K +$665K +2,666 New
WG
317
Winton Group
United Kingdom
$655K -$262K -1,051 -29%
HH
318
Hilltop Holdings
Texas
$635K +$100K +402 +19%
COCM
319
Charter Oak Capital Management
New Hampshire
$633K -$17.5K -70 -3%
VAG
320
VisionPoint Advisory Group
Texas
$625K -$150K -500 -19%
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$624K -$16K -64 -2%
CA
322
CoreCap Advisors
Michigan
$624K +$36.4K +146 +6%
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$621K +$621K +2,490 New
AO
324
Advisor OS
Illinois
$608K +$58.8K +236 +11%
CW
325
CreativeOne Wealth
Kansas
$595K -$2.24K -9 -0.4%
11 12
13
14 15