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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 %
VF
326
Virtu Financial
New York
$440K +$440K +1,841 New
IWP
327
Icon Wealth Partners
Texas
$437K -$104K -437 -19%
PCM
328
Parsons Capital Management
Rhode Island
$435K -$17.9K -75 -4%
BAM
329
Blueshift Asset Management
New Jersey
$434K -$583K -2,440 -57%
PCM
330
Prelude Capital Management
New York
$433K +$433K +1,813 New
JWCA
331
J.W. Coons Advisors
Ohio
$427K -$83.9K -348 -16%
LA
332
LVW Advisors
New York
$426K +$426K +1,782 New
SCM
333
Shelton Capital Management
Colorado
$417K – – –
MLL
334
Moody Lynn & Lieberson
Massachusetts
$413K +$16.7K +70 +4%
AP
335
Advisor Partners
California
$412K +$51.8K +217 +14%
MGIA
336
Moneta Group Investment Advisors
Missouri
$412K +$61.6K +258 +18%
CIBC Asset Management
337
CIBC Asset Management
Ontario, Canada
$411K -$10K -42 -2%
JCIA
338
Jackson Creek Investment Advisors
Colorado
$411K +$411K +1,500 New
PA
339
Parallel Advisors
California
$392K -$108K -453 -22%
AG
340
Advocate Group
Minnesota
$392K +$392K +1,643 New
CIA
341
Compass Ion Advisors
Pennsylvania
$387K +$3.1K +13 +0.8%
KFA
342
Krane Funds Advisors
New York
$386K -$13.1K -55 -3%
EGM
343
Engineers Gate Manager
New York
$383K +$383K +1,602 New
VPIM
344
Vanguard Personalized Indexing Management
California
$382K -$320K -1,341 -46%
JFGIW
345
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$375K +$375K +1,569 New
KAS
346
Kestra Advisory Services
Texas
$371K +$122K +511 +49%
RC
347
RegentAtlantic Capital
New Jersey
$361K +$716 +3 +0.2%
WB
348
Webster Bank
Connecticut
$357K – – –
BRWA
349
B. Riley Wealth Advisors
Florida
$347K -$3.36K -14 -1%
JG
350
Jefferies Group
New York
$338K +$338K +1,417 New
12 13
14
15 16