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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.

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

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$812M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$52.5M
3
SCM
3
Sandler Capital Management
New York
$3.97M
4
Capital World Investors
4
Capital World Investors
California
$277M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Anchor Capital Advisors
Massachusetts
$67.4M +$7.73M +30,019 +13%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$61.6M +$1.01M +3,916 +2%
BG
28
Bahl & Gaynor
Ohio
$60M +$997K +3,872 +2%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$57M -$10.6M -41,268 -16%
WF
30
Welch & Forbes
Massachusetts
$56.2M +$711K +2,763 +1%
Goldman Sachs
31
Goldman Sachs
New York
$55.7M +$9.77M +37,934 +21%
Bank of America
32
Bank of America
North Carolina
$54.5M +$6.46M +25,110 +13%
Norges Bank
33
Norges Bank
Norway
$53.3M -$1.64M -6,384 -3%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$52.5M -$16.7M -64,868 -24%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$50.1M +$3.51M +13,726 +8%
PFM
36
Premier Fund Managers
United Kingdom
$50.1M +$7.88M +30,800 +19%
DP
37
Dearborn Partners
Illinois
$44.8M +$242K +939 +0.5%
Renaissance Technologies
38
Renaissance Technologies
New York
$43.1M +$17.9M +69,600 +71%
HCM
39
Howland Capital Management
Massachusetts
$40.8M +$232K +902 +0.6%
EVM
40
Eaton Vance Management
Massachusetts
$40.3M +$1.79M +6,961 +5%
MFAM
41
Motley Fool Asset Management
Virginia
$39.9M -$1.12M -4,368 -3%
Victory Capital Management
42
Victory Capital Management
Texas
$39.9M -$1.9M -7,370 -5%
GKIM
43
GW&K Investment Management
Massachusetts
$38.1M -$326K -1,268 -0.8%
Macquarie Group
44
Macquarie Group
Australia
$36.8M -$8.05M -31,173 -18%
Handelsbanken Fonder
45
Handelsbanken Fonder
Sweden
$36.5M – – –
RP
46
Riverbridge Partners
Minnesota
$36.4M +$6.34M +24,613 +21%
VNIM
47
Vaughan Nelson Investment Management
Texas
$34M +$5.86M +22,770 +21%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$33.6M +$172K +670 +0.5%
Principal Financial Group
49
Principal Financial Group
Iowa
$33.3M -$416K -1,614 -1%
WT
50
Washington Trust
Rhode Island
$32.8M -$412K -1,602 -1%
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