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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 %
Verition Fund Management
376
Verition Fund Management
Connecticut
$265K +$265K +1,111 New
M&T Bank
377
M&T Bank
New York
$263K +$46.9K +216 +22%
MFS
378
Mirabella Financial Services
United Kingdom
$258K +$258K +1,082 New
GCP
379
GSA Capital Partners
United Kingdom
$247K -$546K -2,287 -69%
WTB
380
Washington Trust Bank
Washington
$244K -$3.1K -13 -1%
CGL
381
Clarius Group LLC
Washington
$239K +$239K +1,000 New
Susquehanna International Group
382
Susquehanna International Group
Pennsylvania
$236K -$1.77M -7,421 -88%
VanEck Associates
383
VanEck Associates
New York
$236K +$13.9K +58 +6%
PFBT
384
Parkside Financial Bank & Trust
Missouri
$234K +$14.6K +61 +7%
CFAM
385
Coury Firm Asset Management
Pennsylvania
$228K +$1.91K +8 +0.8%
CB
386
Commerce Bank
Missouri
$225K -$3.35K -14 -1%
FHA
387
Flagship Harbor Advisors
Massachusetts
$225K -$955 -4 -0.4%
AF
388
Advisornet Financial
Minnesota
$221K +$68.7K +288 +45%
Brown Advisory
389
Brown Advisory
Maryland
$219K +$219K +917 New
EI
390
Ellevest Inc
New York
$216K -$2.63K -11 -1%
SW
391
SlateStone Wealth
Florida
$216K +$216K +904 New
LSPW
392
Lake Street Private Wealth
Illinois
$214K -$17.4K -73 -8%
II
393
Inspire Investing
Idaho
$211K +$27.4K +115 +15%
WMS
394
Wealth Management Solutions
Pennsylvania
$209K -$16K -67 -7%
LIM
395
Longfellow Investment Management
Massachusetts
$208K – – –
ACM
396
AlphaCrest Capital Management
New York
$200K +$39.1K +164 +24%
Pacer Advisors
397
Pacer Advisors
Pennsylvania
$194K +$194K +812 New
JEST
398
JTC Employer Solutions Trustee
Jersey
$186K – – –
Royal London Asset Management
399
Royal London Asset Management
United Kingdom
$175K – – –
Skandinaviska Enskilda Banken (SEB)
400
Skandinaviska Enskilda Banken (SEB)
Sweden
$166K +$64.2K +268 +63%
14 15
16
17 18