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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 %
Federated Hermes
301
Federated Hermes
Pennsylvania
$1.76M +$110K +289 +7%
RA
302
RFG Advisory
Alabama
$1.75M -$88.5K -232 -5%
AWM
303
Avior Wealth Management
Nebraska
$1.71M -$190K -497 -10%
KBC Group
304
KBC Group
Belgium
$1.62M +$1.47M +3,849 +982%
Brown Advisory
305
Brown Advisory
Maryland
$1.62M -$124K -326 -7%
SOADOR
306
State of Alaska Department of Revenue
Alaska
$1.58M -$169K -442 -10%
Public Employees Retirement Association of Colorado
307
Public Employees Retirement Association of Colorado
Colorado
$1.58M – – –
ZIG
308
Zurich Insurance Group
Switzerland
$1.56M – – –
Aviva
309
Aviva
United Kingdom
$1.56M -$234K -613 -13%
GP
310
Girard Partners
Pennsylvania
$1.56M +$1.56M +4,084 New
AG
311
Algert Global
California
$1.54M -$1.47M -3,851 -49%
AOWM
312
Alpha Omega Wealth Management
Virginia
$1.54M -$64.1K -168 -4%
AAS
313
Avantax Advisory Services
Texas
$1.53M +$116K +305 +8%
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$1.53M +$162K +426 +12%
NA
315
Nordwand Advisors
Pennsylvania
$1.52M +$1.52M +3,991 New
AFS
316
Access Financial Services
Minnesota
$1.5M -$11.8K -31 -0.8%
PRC
317
Pearl River Capital
Michigan
$1.49M -$11.1K -29 -0.7%
CF
318
Covea Finance
France
$1.45M – – –
ICM
319
Intrepid Capital Management
Florida
$1.41M +$64.9K +170 +5%
NAM
320
Nissay Asset Management
Japan
$1.4M +$1.4M +3,664 New
BCM
321
Birch Capital Management
Texas
$1.38M +$632K +1,658 +84%
MML Investors Services
322
MML Investors Services
Massachusetts
$1.38M +$430K +1,126 +45%
UB
323
UMB Bank
Missouri
$1.37M +$381 +1 +0%
CT
324
Cambridge Trust
Massachusetts
$1.35M -$3.71M -9,737 -73%
SI
325
Stephens Inc
Arkansas
$1.35M -$191K -500 -12%
11 12
13
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