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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 %
CWA
376
Centennial Wealth Advisory
Michigan
$335K +$335K +1,301 New
HWMA
377
Heritage Wealth Management (Arizona)
Arizona
$334K +$39.4K +153 +13%
SP
378
Symmetry Partners
Connecticut
$328K – – –
M&T Bank
379
M&T Bank
New York
$328K +$15.7K +61 +5%
PA
380
Profund Advisors
Maryland
$319K -$16.7K -65 -5%
CB
381
Commerce Bank
Missouri
$305K +$62.8K +244 +26%
IF
382
Insight Folios
North Carolina
$302K -$233K -907 -44%
PNC
383
Park National Corp
Ohio
$300K +$9.01K +35 +3%
PCM
384
Penserra Capital Management
California
$297K -$46.8K -182 -14%
IGWM
385
ICA Group Wealth Management
Colorado
$288K – – –
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$281K -$5.92K -23 -2%
VanEck Associates
387
VanEck Associates
New York
$280K +$25.3K +98 +10%
VFA
388
Voya Financial Advisors
Connecticut
$279K -$9.47K -37 -3%
OR
389
Olympiad Research
Connecticut
$271K +$271K +1,052 New
Canada Pension Plan Investment Board
390
Canada Pension Plan Investment Board
Ontario, Canada
$264K -$567K -2,200 -68%
WTB
391
Washington Trust Bank
Washington
$263K – – –
VF
392
Virtu Financial
New York
$259K -$215K -834 -45%
CGL
393
Clarius Group LLC
Washington
$257K – – –
DZ Bank
394
DZ Bank
Germany
$257K +$257K +1,000 New
CGA
395
Crescent Grove Advisors
Illinois
$254K -$71.9K -279 -22%
BAM
396
Boyar Asset Management
New York
$253K +$253K +982 New
EGM
397
Engineers Gate Manager
New York
$251K -$162K -629 -39%
AGP
398
Autumn Glory Partners
Texas
$251K +$251K +975 New
PI
399
PEAK6 Investments
Illinois
$247K -$956K -3,704 -79%
CFAM
400
Coury Firm Asset Management
Pennsylvania
$247K +$1.8K +7 +0.7%
14 15
16
17 18