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Watsco
WSO

Overview Fund Activity

567 hedge funds and large institutions have $8.45B invested in Watsco in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 176 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+30
Holders Change %
+5.59%
% of All Funds
9.15%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
92
Increased
213
Reduced
176
Closed
53
Calls
$19.4M
Puts
$12.9M
Net Calls
+$6.46M
Net Calls Change
-$2.58M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$52.3M
2
Millennium Management
Millennium Management
New York
$38.9M
3
BlackRock
BlackRock
New York
$1B
4
First Trust Advisors
First Trust Advisors
Illinois
$110M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$289M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$409M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$0
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$7.5M
4
Morgan Stanley
Morgan Stanley
New York
$66.9M
5
MFAM
Motley Fool Asset Management
Virginia
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
426
Ellevest Inc
New York
$224K -$748 -3 -0.3%
EWA
427
EverSource Wealth Advisors
Alabama
$224K -$167K -671 -43%
PCM
428
Penserra Capital Management
California
$219K -$69K -277 -24%
LSPW
429
Lake Street Private Wealth
Illinois
$216K -$8.79K -35 -4%
LIM
430
Longfellow Investment Management
Massachusetts
$216K +$249 +1 +0.1%
QPW
431
Quantum Private Wealth
Florida
$213K +$213K +854 New
Royal London Asset Management
432
Royal London Asset Management
United Kingdom
$207K +$25K +100 +14%
ECM
433
ExodusPoint Capital Management
New York
$207K +$207K +828 New
Verition Fund Management
434
Verition Fund Management
Connecticut
$206K +$206K +825 New
CSPIA
435
Cary Street Partners Investment Advisory
Virginia
$203K +$203K +814 New
ORI
436
Oak Ridge Investments
Illinois
$201K – – –
NCM
437
Northside Capital Management
Oregon
$201K +$201K +806 New
JEST
438
JTC Employer Solutions Trustee
Jersey
$195K – – –
Canada Pension Plan Investment Board
439
Canada Pension Plan Investment Board
Ontario, Canada
$181K -$74.8K -300 -29%
HWA
440
Heritage Wealth Advisors
Virginia
$160K – – –
C
441
Covestor
United Kingdom
$155K -$3.49K -14 -2%
S
442
SignatureFD
Georgia
$138K -$23.4K -94 -15%
PI
443
PineBridge Investments
New York
$121K +$121K +485 New
IUHSA
444
Itau Unibanco Holding S.A.
Brazil
$118K +$118K +469 New
FHA
445
First Horizon Advisors
Tennessee
$115K -$31.7K -127 -22%
First Manhattan
446
First Manhattan
New York
$113K +$23.7K +95 +26%
BWP
447
Baldwin Wealth Partners
Massachusetts
$112K +$106K +425 +1,700%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$110K +$14.3K +57 +15%
CI Investments Inc
449
CI Investments Inc
Ontario, Canada
$105K +$6.5K +26 +7%
ASN
450
Advisory Services Network
Georgia
$102K +$102K +408 New
16 17
18
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