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Watsco
WSO

Overview Fund Activity

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.63B
2
Barclays
2
Barclays
United Kingdom
$97.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$560M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$75.8M
5
State Street
5
State Street
Massachusetts
$407M

Top Sellers

1
BG
1
Bahl & Gaynor
Ohio
$98.5M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$71M
3
HF
3
HRT Financial
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$76.7M
5
Victory Capital Management
5
Victory Capital Management
Texas
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
426
Symmetry Partners
Connecticut
$568K +$82.1K +215 +17%
M1FG
427
Mach-1 Financial Group
Arkansas
$561K +$561K +1,470 New
CB
428
Commerce Bank
Missouri
$558K -$60.3K -158 -10%
PA
429
Parallel Advisors
California
$557K -$69.1K -181 -11%
YC
430
Yarbrough Capital
Tennessee
$552K – – –
PWP
431
Perfromance Wealth Partners
Illinois
$552K -$1.89K -5 -0.3%
PFO
432
Pathstone Family Office
New Jersey
$548K +$282K +705 +106%
SC
433
Sonen Capital
California
$544K +$223K +584 +69%
IWP
434
Icon Wealth Partners
Texas
$527K -$83.9K -220 -14%
PWPS
435
Pinnacle Wealth Planning Services
Ohio
$525K – – –
WG
436
Winton Group
United Kingdom
$523K +$523K +1,370 New
FIM
437
Freedom Investment Management
Connecticut
$522K -$95.7K -251 -16%
KFA
438
Krane Funds Advisors
New York
$506K -$67.9K -178 -12%
PWP
439
Phillips Wealth Planners
Mississippi
$506K +$22.5K +59 +5%
Robeco Institutional Asset Management
440
Robeco Institutional Asset Management
Netherlands
$501K +$501K +1,313 New
IAA
441
Independent Advisor Alliance
North Carolina
$500K +$500K +1,311 New
MGIA
442
Moneta Group Investment Advisors
Missouri
$497K +$11.8K +31 +2%
DF
443
Donoghue Forlines
Massachusetts
$495K -$802K -2,102 -62%
AWE
444
Avidian Wealth Enterprises
Texas
$491K -$61.8K -162 -11%
CM
445
Capula Management
Cayman Islands
$488K +$488K +1,280 New
AssetMark Inc
446
AssetMark Inc
California
$488K +$476K +1,249 +4,307%
IWC
447
Integrated Wealth Concepts
Massachusetts
$487K -$129K -338 -21%
SC
448
Saturna Capital
Washington
$480K +$26.7K +70 +6%
KAS
449
Kestra Advisory Services
Texas
$477K -$69.8K -183 -13%
PVI
450
Pine Valley Investments
New Jersey
$469K +$469K +1,229 New
16 17
18
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