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
Name Holding Trade Value Shares
Change
Shares
Change %
CI Investments Inc
426
CI Investments Inc
Ontario, Canada
$101K -$5.9K -23 -6%
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$98K +$23.1K +90 +31%
First Manhattan
428
First Manhattan
New York
$92K
EWM
429
Evermay Wealth Management
Virginia
$91K +$91K +353 New
CTC
430
Central Trust Company
Missouri
$83K
HNB
431
Huntington National Bank
Ohio
$78K -$510 -2 -0.6%
EIP
432
Ellis Investment Partners
Pennsylvania
$76K
O
433
Ossiam
France
$68K +$68K +266 New
EWM
434
Endurance Wealth Management
Rhode Island
$63K
WFA
435
Wipfli Financial Advisors
Wisconsin
$63K +$63K +245 New
GWM
436
Geneos Wealth Management
Colorado
$63K +$63K +248 New
IA
437
IFP Advisors
Florida
$60K +$2.38K +13 +4%
CWM
438
Cedar Wealth Management
California
$59K
IAS
439
IMA Advisory Services
Colorado
$58K
LWP
440
Lumature Wealth Partners
Georgia
$55K
WT
441
Whittier Trust
California
$51K
ZIG
442
Zullo Investment Group
Pennsylvania
$48K +$4.15K +16 +9%
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.6K
Bessemer Group
444
Bessemer Group
New Jersey
$45K +$5.72K +22 +15%
PTC
445
Private Trust Company
Ohio
$44K +$4.4K +17 +11%
CFGS
446
Concourse Financial Group Securities
Alabama
$43K +$4.35K +17 +11%
HPC
447
HM Payson & Co
Maine
$42K -$5.38K -21 -11%
EBA
448
Eagle Bay Advisors
New York
$42K +$17.8K +69 +73%
JWM
449
Janiczek Wealth Management
Colorado
$41K
Nomura Asset Management
450
Nomura Asset Management
Japan
$39.9K