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Watsco
WSO

Overview Fund Activity

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

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$74M
2
RJA
Raymond James & Associates
Florida
$94.8M
3
William Blair & Company
William Blair & Company
Illinois
$180M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$29.7M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$24.7M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$812M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$52.5M
3
SCM
Sandler Capital Management
New York
$3.97M
4
Capital World Investors
Capital World Investors
California
$277M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
451
Resources Management Corp
Connecticut
$39K – – –
SBL
452
Sargent Bickham Lagudis
Colorado
$30K -$3.91K -15 -12%
National Bank of Canada
453
National Bank of Canada
Quebec, Canada
$30K – – –
KTC
454
Kistler-Tiffany Companies
Pennsylvania
$30K – – –
APA
455
American Portfolios Advisors
New York
$29.4K – – –
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$29K -$1.27K -5 -4%
AF
457
Advisornet Financial
Minnesota
$27K -$216K -823 -89%
ODG
458
O'Dell Group
Ohio
$27K – – –
GA
459
GoalVest Advisory
New York
$27K – – –
HNWAG
460
High Net Worth Advisory Group
Florida
$26K – – –
CCM
461
Covington Capital Management
California
$26K – – –
PMFA
462
Plante Moran Financial Advisors
Michigan
$26K +$23.9K +92 +1,150%
AAP
463
Arax Advisory Partners
Colorado
$25K +$1.3K +5 +5%
GCM
464
Gladius Capital Management
Illinois
$24K -$21.3K -80 -47%
VCM
465
Vigilant Capital Management
Maine
$22K – – –
WTC
466
WhitTier Trust Company
Nevada
$22K +$1.28K +5 +6%
T
467
TOBAM
France
$21K – – –
HI
468
Harbour Investments
Wisconsin
$21K – – –
HDIM
469
Hanson & Doremus Investment Management
Vermont
$21K – – –
RDIA
470
RE Dickinson Investment Advisors
Iowa
$21K – – –
LFG
471
Larson Financial Group
Missouri
$20K +$9.23K +36 +86%
DBG
472
De Burlo Group
Massachusetts
$19.3K +$19.3K +75 New
CB
473
Community Bank
New York
$19K +$19K +74 New
DI
474
Disciplined Investments
Oklahoma
$18K -$2.65K -10 -13%
WTA
475
Washington Trust Advisors
Massachusetts
$18K – – –
17 18
19
20 21