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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 %
Wealth Enhancement Advisory Services
326
Wealth Enhancement Advisory Services
Minnesota
$589K +$589K +2,139 New
JWCA
327
J.W. Coons Advisors
Ohio
$589K +$82.3K +330 +16%
KAS
328
Kestra Advisory Services
Texas
$586K +$201K +806 +52%
CIC
329
Crawford Investment Counsel
Georgia
$582K – – –
DCM
330
Donaldson Capital Management
Indiana
$576K +$20.2K +81 +4%
Marshall Wace
331
Marshall Wace
United Kingdom
$573K +$573K +2,297 New
TW
332
TrinityPoint Wealth
Connecticut
$567K +$27.2K +109 +5%
National Bank of Canada
333
National Bank of Canada
Quebec, Canada
$567K +$537K +2,155 +1,842%
ECM
334
Ensemble Capital Management
California
$557K – – –
BRWA
335
B. Riley Wealth Advisors
Florida
$556K +$7.98K +32 +1%
Impax Asset Management Group
336
Impax Asset Management Group
United Kingdom
$545K +$91.3K +366 +20%
FWP
337
FAS Wealth Partners
Kansas
$544K +$2.24K +9 +0.4%
ProShare Advisors
338
ProShare Advisors
Maryland
$541K +$65.3K +262 +14%
Brown Advisory
339
Brown Advisory
Maryland
$538K +$306K +1,225 +132%
SAM
340
Silvercrest Asset Management
New York
$536K – – –
WA
341
Wealth Alliance
New York
$531K -$91K -365 -15%
I
342
InceptionR
California
$526K +$526K +2,108 New
HI
343
Horizon Investments
North Carolina
$525K -$619K -2,505 -54%
Man Group
344
Man Group
United Kingdom
$520K +$520K +2,087 New
CAL
345
Capital Analysts LLC
Pennsylvania
$506K -$12.5K -50 -2%
GIM
346
Groesbeck Investment Management
New Jersey
$505K +$11.2K +45 +2%
LTAS
347
Linden Thomas Advisory Services
North Carolina
$501K +$501K +2,009 New
CW
348
Connectus Wealth
Ohio
$499K – – –
DZ Bank
349
DZ Bank
Germany
$499K +$249K +1,000 +100%
PFO
350
Pathstone Family Office
New Jersey
$482K -$2.99K -12 -0.6%
12 13
14
15 16