675 hedge funds and large institutions have $13.5B invested in Watsco in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 212 increasing their positions, 243 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+62
Holders Change %
+10.11%
% of All Funds
10.65%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
122
Increased
212
Reduced
243
Closed
54
Calls
$43M
Puts
$163M
Net Calls
-$120M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
401
Cerity Partners
New York
$713K +$227K +596 +47%
PCM
402
Parsons Capital Management
Rhode Island
$705K +$5.72K +15 +0.8%
Acadian Asset Management
403
Acadian Asset Management
Massachusetts
$674K +$628K +1,649 +1,374%
Bank of Nova Scotia
404
Bank of Nova Scotia
Ontario, Canada
$671K +$125K +327 +23%
AP
405
Americana Partners
Texas
$666K +$160K +420 +32%
BMCM
406
Burns Matteson Capital Management
New York
$663K +$663K +1,737 New
LA
407
LVW Advisors
New York
$656K -$5.72K -15 -0.9%
SAM
408
Shell Asset Management
Netherlands
$655K -$2.67K -7 -0.4%
WCA
409
Waratah Capital Advisors
Ontario, Canada
$634K -$66.8K -175 -10%
SW
410
SlateStone Wealth
Florida
$632K -$1.91K -5 -0.3%
ET
411
Equitable Trust
Tennessee
$628K -$29.4K -77 -4%
NRD
412
Nebula Research & Development
New York
$627K +$627K +1,643 New
SCM
413
Shelton Capital Management
Colorado
$625K -$18.7K -49 -3%
MLL
414
Moody Lynn & Lieberson
Massachusetts
$614K -$13K -34 -2%
EOJOAM
415
E. Ohman J:or Asset Management
Sweden
$610K +$610K +1,600 New
CIA
416
Compass Ion Advisors
Pennsylvania
$603K -$185K -486 -24%
BTWM
417
Baker Tilly Wealth Management
Wisconsin
$597K -$20.2K -53 -3%
SPIA
418
Steward Partners Investment Advisory
New York
$597K +$26.7K +70 +5%
Impax Asset Management Group
419
Impax Asset Management Group
United Kingdom
$592K -$93.5K -245 -14%
CWS
420
Confluence Wealth Services
Pennsylvania
$576K +$213K +559 +59%
BAM
421
Belpointe Asset Management
Nevada
$576K -$124K -326 -18%
AG
422
Advocate Group
Minnesota
$573K
DZ Bank
423
DZ Bank
Germany
$572K -$191K -500 -25%
RBC
424
Romano Brothers & Co
Illinois
$572K
WB
425
Webster Bank
Connecticut
$570K