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Watsco
WSO

Overview Fund Activity

515 hedge funds and large institutions have $7.74B invested in Watsco in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 157 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
8.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
83
Increased
200
Reduced
157
Closed
55
Calls
$22.7M
Puts
$28.7M
Net Calls
-$6.03M
Net Calls Change
-$12.5M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$49.4M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$36.4M
3
Wells Fargo
Wells Fargo
California
+$35.5M
4
BlackRock
BlackRock
New York
+$35.2M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$33.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$19.5M
2
Swedbank
Swedbank
Sweden
-$13.2M
3
DC
Davenport & Co
Virginia
-$12.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$10.1M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.2K +$37.7K +158 +585%
HPC
427
HM Payson & Co
Maine
$44K +$5K +21 +13%
JWM
428
Janiczek Wealth Management
Colorado
$43K -$81.9K -299 -66%
GCM
429
Gladius Capital Management
Illinois
$41K -$115K -478 -74%
ZIG
430
Zullo Investment Group
Pennsylvania
$40K +$6.86K +29 +21%
AWM
431
Accel Wealth Management
Iowa
$38K +$15.2K +60 +67%
Nomura Asset Management
432
Nomura Asset Management
Japan
$37K – – –
PTC
433
Private Trust Company
Ohio
$37K +$37K +153 New
Bessemer Group
434
Bessemer Group
New Jersey
$36K -$6.68K -28 -16%
CFGS
435
Concourse Financial Group Securities
Alabama
$36K -$2.38K -10 -6%
RMC
436
Resources Management Corp
Connecticut
$36K – – –
QCG
437
Quadrant Capital Group
Ohio
$32K -$19.7K -82 -38%
SBL
438
Sargent Bickham Lagudis
Colorado
$31K +$27.7K +116 +829%
GIA
439
GHP Investment Advisors
Colorado
$28K -$16.3K -68 -37%
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$28K +$1.65K +7 +6%
National Bank of Canada
441
National Bank of Canada
Quebec, Canada
$28K +$3.11K +13 +13%
APA
442
American Portfolios Advisors
New York
$27.2K – – –
KTC
443
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
GA
444
GoalVest Advisory
New York
$25K – – –
ODG
445
O'Dell Group
Ohio
$25K – – –
Amundi
446
Amundi
France
$25K +$25K +99 New
HFS
447
Heritage Financial Services
Massachusetts
$25K +$25K +106 New
CCM
448
Covington Capital Management
California
$24K – – –
HNWAG
449
High Net Worth Advisory Group
Florida
$24K – – –
EBA
450
Eagle Bay Advisors
New York
$22.6K +$22.6K +94 New
16 17
18
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