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Watsco
WSO

Overview Fund Activity

515 hedge funds and large institutions have $7.74B invested in Watsco in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 157 reducing their positions, and 55 closing their positions.

Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
8.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
83
Increased
200
Reduced
157
Closed
55
Calls
$22.7M
Puts
$28.7M
Net Calls
-$6.03M
Net Calls Change
-$12.5M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$123M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$410M
3
Wells Fargo
3
Wells Fargo
California
$127M
4
BlackRock
4
BlackRock
New York
$939M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$62.5M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$775M
2
Swedbank
2
Swedbank
Sweden
$71.1M
3
DC
3
Davenport & Co
Virginia
$128M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$164M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$60.3M +$11.7M +48,824 +24%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$56.2M +$1.62M +6,777 +3%
ACA
28
Anchor Capital Advisors
Massachusetts
$55.3M -$490K -2,053 -0.9%
BG
29
Bahl & Gaynor
Ohio
$54.7M +$4.22M +17,667 +8%
WF
30
Welch & Forbes
Massachusetts
$51.5M +$962K +4,030 +2%
Norges Bank
31
Norges Bank
Norway
$50.9M -$7.58M -31,759 -13%
Bank of America
32
Bank of America
North Carolina
$44.6M +$537K +2,250 +1%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$43.1M -$5.61M -23,684 -12%
Goldman Sachs
34
Goldman Sachs
New York
$42.6M -$1.4M -5,860 -3%
Macquarie Group
35
Macquarie Group
Australia
$41.5M +$1.76M +7,354 +4%
DP
36
Dearborn Partners
Illinois
$41.3M -$176K -737 -0.4%
PFM
37
Premier Fund Managers
United Kingdom
$39.3M – – –
MFAM
38
Motley Fool Asset Management
Virginia
$39M -$2.15M -8,785 -5%
Victory Capital Management
39
Victory Capital Management
Texas
$38.8M +$6.39M +26,745 +20%
HCM
40
Howland Capital Management
Massachusetts
$37.6M +$157K +658 +0.4%
EVM
41
Eaton Vance Management
Massachusetts
$35.7M -$1.93M -8,074 -5%
GKIM
42
GW&K Investment Management
Massachusetts
$35.7M +$182K +763 +0.5%
Handelsbanken Fonder
43
Handelsbanken Fonder
Sweden
$33.9M +$1.77M +7,400 +5%
Principal Financial Group
44
Principal Financial Group
Iowa
$31.3M +$4.51M +18,864 +17%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$31M +$736K +3,081 +2%
WT
46
Washington Trust
Rhode Island
$30.8M -$228K -954 -0.7%
RP
47
Riverbridge Partners
Minnesota
$27.9M -$6.65M -27,839 -19%
Invesco
48
Invesco
Georgia
$27.8M -$5.02M -21,006 -15%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$27.2M +$9.66M +40,466 +55%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$26.1M +$2.12M +8,897 +9%
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