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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 %
SI
351
Stephens Inc
Arkansas
$473K -$249 -1 -0.1%
EGM
352
Engineers Gate Manager
New York
$469K +$227K +909 +93%
PFM
353
Parsec Financial Management
North Carolina
$466K – – –
FIM
354
Freedom Investment Management
Connecticut
$466K -$33.7K -135 -7%
API
355
Advisor Partners II
California
$464K +$4.49K +18 +1%
PCM
356
Parsons Capital Management
Rhode Island
$454K – – –
KFA
357
Krane Funds Advisors
New York
$451K +$83.8K +336 +23%
LA
358
LVW Advisors
New York
$444K -$29.9K -120 -6%
SAM
359
Shell Asset Management
Netherlands
$431K -$86.5K -347 -17%
ET
360
Equitable Trust
Tennessee
$430K +$430K +1,724 New
IWA
361
Icon Wealth Advisors
Texas
$426K -$26.9K -108 -6%
Jane Street
362
Jane Street
New York
$422K -$3.04M -12,198 -88%
EI
363
Ethic Inc
New York
$422K -$24.7K -99 -6%
SCM
364
Shelton Capital Management
Colorado
$421K -$14.7K -59 -3%
BTWM
365
Baker Tilly Wealth Management
Wisconsin
$416K -$77.1K -309 -16%
CIA
366
Compass Ion Advisors
Pennsylvania
$411K +$3.24K +13 +0.8%
PMEF
367
Point72 Middle East FZE
United Arab Emirates
$410K +$410K +1,642 New
PA
368
Parallel Advisors
California
$405K -$5.24K -21 -1%
MLL
369
Moody Lynn & Lieberson
Massachusetts
$405K -$16.7K -67 -4%
BAM
370
Belpointe Asset Management
Nevada
$401K -$22.2K -89 -5%
SVWAG
371
Sound View Wealth Advisors Group
Georgia
$400K +$400K +934 New
BAM
372
Blueshift Asset Management
New Jersey
$395K +$395K +1,584 New
BCM
373
Birch Capital Management
Texas
$392K +$392K +1,571 New
DF
374
Donoghue Forlines
Massachusetts
$383K +$383K +1,536 New
Corient Private Wealth
375
Corient Private Wealth
Florida
$380K +$380K +1,524 New
13 14
15
16 17