WSO icon

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 %
CWA
376
Centennial Wealth Advisory
Michigan
$380K +$55.1K +221 +17%
AG
377
Advocate Group
Minnesota
$374K -$29.7K -119 -7%
RBC
378
Romano Brothers & Co
Illinois
$374K – – –
WB
379
Webster Bank
Connecticut
$372K – – –
PWP
380
Phillips Wealth Planners
Mississippi
$368K +$368K +1,231 New
SPIA
381
Steward Partners Investment Advisory
New York
$365K -$3.99K -16 -1%
IWC
382
Integrated Wealth Concepts
Massachusetts
$362K +$27.2K +109 +8%
AWE
383
Avidian Wealth Enterprises
Texas
$361K +$361K +1,449 New
YC
384
Yarbrough Capital
Tennessee
$361K – – –
MGIA
385
Moneta Group Investment Advisors
Missouri
$352K -$54.3K -189 -13%
PP
386
PDT Partners
New York
$351K +$351K +1,408 New
CB
387
Commerce Bank
Missouri
$346K +$50.9K +204 +17%
AC
388
Avestar Capital
New York
$344K -$39.4K -158 -10%
PWPS
389
Pinnacle Wealth Planning Services
Ohio
$343K – – –
FBT
390
First Bank & Trust
South Dakota
$334K -$6.24K -25 -2%
Cerity Partners
391
Cerity Partners
New York
$333K -$517K -2,070 -61%
M&T Bank
392
M&T Bank
New York
$332K +$14.5K +58 +5%
SP
393
Symmetry Partners
Connecticut
$317K – – –
SC
394
Sonen Capital
California
$315K -$72.3K -290 -19%
VanEck Associates
395
VanEck Associates
New York
$312K +$40.9K +164 +15%
JFGIW
396
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$312K -$21.2K -85 -6%
KC
397
Kenfarb & Co
Kentucky
$311K -$162K -650 -34%
PA
398
Profund Advisors
Maryland
$306K -$3.24K -13 -1%
V
399
Veritable
Delaware
$294K +$60.4K +242 +26%
IF
400
Insight Folios
North Carolina
$286K -$6.73K -27 -2%
14 15
16
17 18