WSO icon

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 %
SPIA
351
Steward Partners Investment Advisory
New York
$336K -$18.8K -79 -5%
AC
352
Avestar Capital
New York
$335K +$43.9K +184 +15%
TCM
353
Teza Capital Management
Illinois
$332K +$332K +1,392 New
IGWM
354
ICA Group Wealth Management
Colorado
$330K +$2.65K +9 +0.8%
MCM
355
MAI Capital Management
Ohio
$328K -$13.1K -55 -4%
PWPS
356
Pinnacle Wealth Planning Services
Ohio
$328K – – –
FBT
357
First Bank & Trust
South Dakota
$328K +$44.7K +187 +16%
PCM
358
Penserra Capital Management
California
$319K -$71.3K -299 -18%
IWC
359
Integrated Wealth Concepts
Massachusetts
$319K +$39.3K +165 +14%
EI
360
Ethic Inc
New York
$315K -$25.6K -107 -8%
PA
361
Profund Advisors
Maryland
$312K -$83.4K -349 -21%
MM
362
MQS Management
New York
$307K +$307K +1,285 New
SP
363
Symmetry Partners
Connecticut
$304K – – –
QT
364
Quantbot Technologies
New York
$303K +$303K +1,270 New
CGA
365
Crescent Grove Advisors
Illinois
$302K +$75K +314 +33%
WAM
366
Wakefield Asset Management
Colorado
$297K +$76.2K +319 +34%
SG
367
StoneX Group
New York
$294K +$101K +425 +53%
FCBT
368
First Citizens Bank & Trust
North Carolina
$292K -$7.88K -33 -3%
BAM
369
Belpointe Asset Management
Nevada
$291K -$5.96K -25 -2%
GCM
370
Graham Capital Management
Connecticut
$289K +$289K +1,214 New
HWMA
371
Heritage Wealth Management (Arizona)
Arizona
$273K +$273K +1,143 New
UB
372
UMB Bank
Missouri
$270K – – –
PNC
373
Park National Corp
Ohio
$270K +$39.4K +165 +17%
VFA
374
Voya Financial Advisors
Connecticut
$268K -$15.5K -65 -5%
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$266K +$11.7K +49 +5%
13 14
15
16 17