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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 %
FIM
326
Freedom Investment Management
Connecticut
$515K -$17.8K -69 -3%
CW
327
Connectus Wealth
Ohio
$515K – – –
BC
328
Burney Company
Virginia
$511K +$511K +1,984 New
BTWM
329
Baker Tilly Wealth Management
Wisconsin
$509K +$1.8K +7 +0.4%
PFO
330
Pathstone Family Office
New Jersey
$500K +$500K +1,944 New
II
331
Inspire Investing
Idaho
$498K +$270K +1,051 +119%
ProShare Advisors
332
ProShare Advisors
Maryland
$490K -$4.11K -16 -0.8%
LA
333
LVW Advisors
New York
$489K +$30.1K +117 +7%
SI
334
Stephens Inc
Arkansas
$488K -$646K -2,511 -57%
KC
335
Kenfarb & Co
Kentucky
$488K – – –
TSS
336
Two Sigma Securities
New York
$486K +$486K +1,887 New
PFM
337
Parsec Financial Management
North Carolina
$481K -$231K -900 -32%
API
338
Advisor Partners II
California
$474K +$474K +1,843 New
GIM
339
Groesbeck Investment Management
New Jersey
$473K – – –
PCM
340
Parsons Capital Management
Rhode Island
$469K – – –
Impax Asset Management Group
341
Impax Asset Management Group
United Kingdom
$468K +$468K +1,818 New
IWA
342
Icon Wealth Advisors
Texas
$467K +$467K +1,815 New
EI
343
Ethic Inc
New York
$461K +$122K +472 +36%
SCM
344
Shelton Capital Management
Colorado
$450K – – –
CIBC Asset Management
345
CIBC Asset Management
Ontario, Canada
$444K +$1.03K +4 +0.2%
AIM
346
Aigen Investment Management
New York
$443K -$374K -1,452 -46%
MLL
347
Moody Lynn & Lieberson
Massachusetts
$436K -$9.79K -38 -2%
BAM
348
Belpointe Asset Management
Nevada
$436K +$122K +476 +39%
CIC
349
Carnegie Investment Counsel
Ohio
$426K +$426K +1,653 New
PA
350
Parallel Advisors
California
$424K +$773 +3 +0.2%
12 13
14
15 16