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Watsco
WSO

Overview Fund Activity

494 hedge funds and large institutions have $9.42B invested in Watsco in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-25
Holders Change %
-4.82%
% of All Funds
7.82%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
45
Increased
186
Reduced
172
Closed
64
Calls
$16.1M
Puts
$9.6M
Net Calls
+$6.46M
Net Calls Change
+$262K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$476M
2
BlackRock
2
BlackRock
New York
$1.15B
3
Victory Capital Management
3
Victory Capital Management
Texas
$36.2M
4
Charles Schwab
4
Charles Schwab
California
$352M
5
State Street
5
State Street
Massachusetts
$276M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$15.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.2M
3
Millennium Management
3
Millennium Management
New York
$691K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$37.1M
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$69.6M +$349K +1,144 +0.5%
WF
27
Welch & Forbes
Massachusetts
$64.5M +$1.79M +5,889 +3%
BG
28
Bahl & Gaynor
Ohio
$64.4M -$1.04M -3,421 -2%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$63.3M +$6.18M +20,104 +11%
RJA
30
Raymond James & Associates
Florida
$62M +$6.32M +20,747 +11%
Bank of America
31
Bank of America
North Carolina
$56.2M +$6.25M +20,508 +13%
Morgan Stanley
32
Morgan Stanley
New York
$56.2M +$10.2M +33,536 +22%
Goldman Sachs
33
Goldman Sachs
New York
$56.2M -$9.46M -31,049 -14%
DP
34
Dearborn Partners
Illinois
$52.9M +$843K +2,768 +2%
MFAM
35
Motley Fool Asset Management
Virginia
$51.3M -$3.92M -12,856 -7%
PFM
36
Premier Fund Managers
United Kingdom
$50.8M +$4M +13,000 +9%
EVM
37
Eaton Vance Management
Massachusetts
$48M +$7.25M +23,801 +18%
HCM
38
Howland Capital Management
Massachusetts
$47.8M -$236K -775 -0.5%
GKIM
39
GW&K Investment Management
Massachusetts
$45.3M +$427K +1,401 +1%
RP
40
Riverbridge Partners
Minnesota
$44.1M -$488K -1,601 -1%
Invesco
41
Invesco
Georgia
$41.9M +$1.63M +5,338 +4%
Handelsbanken Fonder
42
Handelsbanken Fonder
Sweden
$41M -$335K -1,100 -0.8%
WT
43
Washington Trust
Rhode Island
$39.6M -$119K -392 -0.3%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$38.6M +$2.01M +6,590 +5%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$37.1M -$14.3M -46,329 -28%
Renaissance Technologies
46
Renaissance Technologies
New York
$36.3M -$7.16M -23,500 -16%
Victory Capital Management
47
Victory Capital Management
Texas
$36.2M +$13.1M +49,094 +57%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$35.8M +$1.18M +3,879 +3%
Principal Financial Group
49
Principal Financial Group
Iowa
$34.2M +$16.5K +54 +0%
MFWM
50
Motley Fool Wealth Management
Virginia
$34M -$788K -2,587 -2%
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