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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 %
CIA
351
Compass Ion Advisors
Pennsylvania
$421K +$3.35K +13 +0.8%
TRCT
352
Tower Research Capital (TRC)
New York
$420K -$533K -2,067 -56%
AG
353
Advocate Group
Minnesota
$417K -$5.92K -23 -1%
PAM
354
Paradigm Asset Management
New York
$412K -$77.2K -300 -16%
EWA
355
EverSource Wealth Advisors
Alabama
$405K -$94K -364 -19%
SC
356
Sonen Capital
California
$400K -$78.8K -306 -16%
KAS
357
Kestra Advisory Services
Texas
$398K -$2.32K -9 -0.6%
CAAS
358
Capital Asset Advisory Services
Michigan
$397K -$237K -919 -37%
AC
359
Avestar Capital
New York
$396K +$35K +136 +10%
JCIA
360
Jackson Creek Investment Advisors
Colorado
$389K +$2.83K +11 +0.7%
RBC
361
Romano Brothers & Co
Illinois
$386K +$386K +1,500 New
WB
362
Webster Bank
Connecticut
$384K – – –
JF
363
Jump Financial
Illinois
$382K -$284K -1,102 -43%
SPIA
364
Steward Partners Investment Advisory
New York
$381K +$17.8K +69 +5%
KFA
365
Krane Funds Advisors
New York
$379K -$37.6K -146 -9%
YC
366
Yarbrough Capital
Tennessee
$373K +$373K +1,447 New
VPIM
367
Vanguard Personalized Indexing Management
California
$366K -$46.1K -179 -11%
MGIA
368
Moneta Group Investment Advisors
Missouri
$364K -$80.1K -311 -18%
JFGIW
369
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$361K -$63.6K -235 -15%
CCS
370
Concentric Capital Strategies
Connecticut
$357K +$357K +1,386 New
PWPS
371
Pinnacle Wealth Planning Services
Ohio
$354K – – –
FBT
372
First Bank & Trust
South Dakota
$351K -$2.32K -9 -0.7%
SW
373
SVB Wealth
Massachusetts
$347K +$347K +1,348 New
IWC
374
Integrated Wealth Concepts
Massachusetts
$345K +$772 +3 +0.2%
YIH
375
Y-Intercept (HK)
Hong Kong
$336K +$336K +1,304 New
13 14
15
16 17