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Watsco
WSO

Overview Fund Activity

613 hedge funds and large institutions have $11B invested in Watsco in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 244 increasing their positions, 179 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+46
Holders Change %
+8.11%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.27%
New
101
Increased
244
Reduced
179
Closed
49
Calls
$24.3M
Puts
$130M
Net Calls
-$106M
Net Calls Change
-$112M

Top Buyers

1
HCM
Hamlin Capital Management
New York
+$64.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.3M
3
BG
Bahl & Gaynor
Ohio
+$52.8M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$50M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$48.8M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$63.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$55.1M
3
Capital World Investors
Capital World Investors
California
-$53M
4
Millennium Management
Millennium Management
New York
-$38.7M
5
DC
Davenport & Co
Virginia
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
401
Kestra Advisory Services
Texas
$456K -$292K -917 -39%
Bank of Nova Scotia
402
Bank of Nova Scotia
Ontario, Canada
$456K +$456K +1,433 New
AC
403
Avestar Capital
New York
$454K +$14.3K +45 +3%
PWPS
404
Pinnacle Wealth Planning Services
Ohio
$437K – – –
PWP
405
Phillips Wealth Planners
Mississippi
$437K +$12.1K +35 +3%
FBT
406
First Bank & Trust
South Dakota
$427K +$636 +2 +0.1%
AP
407
Americana Partners
Texas
$422K +$422K +1,327 New
AWS
408
Atria Wealth Solutions
New York
$411K +$411K +1,292 New
Cerity Partners
409
Cerity Partners
New York
$406K -$19.8K -62 -5%
SP
410
Symmetry Partners
Connecticut
$405K – – –
MGIA
411
Moneta Group Investment Advisors
Missouri
$404K +$14.6K +46 +4%
KC
412
Kenfarb & Co
Kentucky
$396K – – –
WAM
413
Wakefield Asset Management
Colorado
$390K +$390K +1,227 New
SC
414
Saturna Capital
Washington
$378K +$378K +1,188 New
V
415
Veritable
Delaware
$374K – – –
CIBC Asset Management
416
CIBC Asset Management
Ontario, Canada
$372K +$18.8K +59 +5%
PNC
417
Park National Corp
Ohio
$369K +$9.55K +30 +3%
IF
418
Insight Folios
North Carolina
$365K – – –
PA
419
Profund Advisors
Maryland
$363K -$27.7K -87 -7%
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$360K +$25.1K +79 +8%
DC
421
Diametric Capital
Massachusetts
$354K +$354K +1,113 New
CWA
422
Centennial Wealth Advisory
Michigan
$346K -$138K -435 -29%
PPC
423
Park Place Capital
Alabama
$341K -$8.59K -27 -2%
WMSA
424
Weiss Multi-Strategy Advisers
New York
$334K +$334K +1,050 New
AC
425
AXQ Capital
New Jersey
$333K +$333K +1,046 New
15 16
17
18 19