WSO icon

Watsco
WSO

Overview Fund Activity

613 hedge funds and large institutions have $11B invested in Watsco in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 244 increasing their positions, 179 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+46
Holders Change %
+8.11%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.27%
New
101
Increased
244
Reduced
179
Closed
49
Calls
$24.3M
Puts
$130M
Net Calls
-$106M
Net Calls Change
-$112M

Top Buyers

1
HCM
Hamlin Capital Management
New York
+$64.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.3M
3
BG
Bahl & Gaynor
Ohio
+$52.8M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$50M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$48.8M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$63.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$55.1M
3
Capital World Investors
Capital World Investors
California
-$53M
4
Millennium Management
Millennium Management
New York
-$38.7M
5
DC
Davenport & Co
Virginia
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
451
Arkadios Wealth Advisors
Georgia
$251K +$251K +790 New
BC
452
Brookfield Corp
Ontario, Canada
$250K +$250K +787 New
JEST
453
JTC Employer Solutions Trustee
Jersey
$248K – – –
LNC
454
Lincoln National Corp
Pennsylvania
$247K +$247K +777 New
NCM
455
Northside Capital Management
Oregon
$244K -$12.1K -38 -5%
OTL
456
Oak Thistle LLC
New York
$241K +$241K +759 New
DWT
457
Dorsey & Whitney Trust
South Dakota
$241K +$241K +756 New
CANY
458
Caxton Associates (New York)
New York
$239K -$1.47M -4,626 -86%
AWM
459
Axxcess Wealth Management
California
$236K +$236K +741 New
CCA
460
Checchi Capital Advisers
California
$234K +$234K +734 New
NAS
461
Nicolet Advisory Services
Wisconsin
$232K +$232K +768 New
PVM
462
Palogic Value Management
Texas
$231K +$231K +726 New
THWM
463
Taylor Hoffman Wealth Management
Virginia
$230K +$230K +724 New
BFM
464
Boothbay Fund Management
New York
$227K +$227K +715 New
TIM
465
Triad Investment Management
California
$227K +$227K +714 New
LSPW
466
Lake Street Private Wealth
Illinois
$226K -$47.7K -150 -17%
IB
467
Intrust Bank
Kansas
$224K +$224K +704 New
ORI
468
Oak Ridge Investments
Illinois
$223K -$33.4K -105 -13%
AIA
469
Affinity Investment Advisors
California
$223K +$223K +700 New
WMS
470
Wealth Management Solutions
Pennsylvania
$217K +$217K +682 New
BCM
471
Brainard Capital Management
Texas
$216K +$216K +678 New
Twin Tree Management
472
Twin Tree Management
Texas
$215K -$1.48M -4,657 -87%
WC
473
Woodstock Corp
Massachusetts
$215K +$215K +675 New
PAG
474
Private Advisor Group
New Jersey
$213K +$213K +668 New
JCM
475
Jag Capital Management
Missouri
$212K +$212K +667 New
17 18
19
20 21