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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 %
ATC
326
Argent Trust Co
Tennessee
$1.34M +$50K +131 +4%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$1.34M -$659K -1,728 -33%
OTPPB
328
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.33M +$3.82K +10 +0.3%
CIAS
329
Capital Investment Advisory Services
North Carolina
$1.33M +$1.33M +3,485 New
CT
330
Chicago Trust
Illinois
$1.31M +$24.8K +65 +2%
BPA
331
Beacon Pointe Advisors
California
$1.3M -$1.01M -2,657 -44%
GIBU
332
Gulf International Bank (UK)
United Kingdom
$1.27M +$1.27M +3,333 New
Creative Planning
333
Creative Planning
Kansas
$1.27M +$30.9K +81 +2%
VPIM
334
Vanguard Personalized Indexing Management
California
$1.26M +$11.1K +29 +0.9%
BC
335
Burney Company
Virginia
$1.25M +$63.7K +167 +5%
PWG
336
Portside Wealth Group
Utah
$1.25M +$1.25M +3,279 New
NA
337
NewEdge Advisors
Louisiana
$1.22M -$13.4K -35 -1%
CAN
338
Cetera Advisor Networks
California
$1.17M -$12.6K -33 -1%
EI
339
Ethic Inc
New York
$1.16M +$220K +578 +24%
BRWA
340
B. Riley Wealth Advisors
Florida
$1.15M +$79.7K +209 +7%
AC
341
Annandale Capital
Texas
$1.15M – – –
BCIM
342
British Columbia Investment Management
British Columbia, Canada
$1.14M +$1.14M +3,001 New
QCM
343
Quantinno Capital Management
New York
$1.14M +$176K +461 +18%
SAM
344
Securian Asset Management
Minnesota
$1.13M -$38.1K -100 -3%
Cetera Investment Advisers
345
Cetera Investment Advisers
Illinois
$1.11M -$116K -303 -9%
IIM
346
INTECH Investment Management
Florida
$1.09M +$53K +139 +5%
CA
347
CoreCap Advisors
Michigan
$1.05M +$1.05M +2,760 New
Wealth Enhancement Advisory Services
348
Wealth Enhancement Advisory Services
Minnesota
$1.05M +$55.3K +145 +6%
CCM
349
Cox Capital Management
Massachusetts
$1.05M – – –
JWCA
350
J.W. Coons Advisors
Ohio
$1.04M +$51.5K +135 +5%
12 13
14
15 16