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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 %
PFBT
401
Parkside Financial Bank & Trust
Missouri
$245K -$7.2K -28 -3%
BIA
402
BHK Investment Advisors
Alabama
$245K +$245K +950 New
FHA
403
Flagship Harbor Advisors
Massachusetts
$241K -$1.55K -6 -0.6%
SW
404
SlateStone Wealth
Florida
$241K +$8.49K +33 +4%
V
405
Veritable
Delaware
$241K +$241K +935 New
Brown Advisory
406
Brown Advisory
Maryland
$240K +$3.61K +14 +2%
CIC
407
Chase Investment Counsel
Virginia
$236K +$236K +918 New
EI
408
Ellevest Inc
New York
$232K – – –
LSPW
409
Lake Street Private Wealth
Illinois
$231K – – –
WMS
410
Wealth Management Solutions
Pennsylvania
$226K +$1.03K +4 +0.5%
LIM
411
Longfellow Investment Management
Massachusetts
$222K – – –
CAM
412
Cresset Asset Management
Illinois
$222K +$222K +860 New
PAM
413
Premier Asset Management
Illinois
$220K +$220K +855 New
ORI
414
Oak Ridge Investments
Illinois
$208K +$208K +807 New
JEST
415
JTC Employer Solutions Trustee
Jersey
$201K – – –
Royal London Asset Management
416
Royal London Asset Management
United Kingdom
$188K – – –
MAM
417
Meeder Asset Management
Ohio
$180K +$19.1K +74 +12%
QT
418
Quantbot Technologies
New York
$179K -$148K -574 -45%
S
419
SignatureFD
Georgia
$167K +$27.1K +105 +19%
HWA
420
Heritage Wealth Advisors
Virginia
$166K – – –
C
421
Covestor
United Kingdom
$164K -$4.13K -16 -2%
FF
422
FourThought Financial
Florida
$161K – – –
FHA
423
First Horizon Advisors
Tennessee
$151K +$9.49K +37 +7%
QCG
424
Quadrant Capital Group
Ohio
$127K +$92.7K +359 +270%
ARMC
425
American Research & Management Company
Massachusetts
$103K – – –
15 16
17
18 19