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Watsco
WSO

Overview Fund Activity

567 hedge funds and large institutions have $8.45B invested in Watsco in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 176 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+30
Holders Change %
+5.59%
% of All Funds
9.15%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
92
Increased
213
Reduced
176
Closed
53
Calls
$19.4M
Puts
$12.9M
Net Calls
+$6.46M
Net Calls Change
-$2.58M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$52.3M
2
Millennium Management
2
Millennium Management
New York
$38.9M
3
BlackRock
3
BlackRock
New York
$1B
4
First Trust Advisors
4
First Trust Advisors
Illinois
$110M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$289M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$409M
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$0
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$7.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.9M
5
MFAM
5
Motley Fool Asset Management
Virginia
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$66.9M -$10.7M -43,028 -14%
ACA
27
Anchor Capital Advisors
Massachusetts
$65.2M -$128K -512 -0.2%
BG
28
Bahl & Gaynor
Ohio
$60.4M +$2.29M +9,174 +4%
Goldman Sachs
29
Goldman Sachs
New York
$55M +$1.05M +4,194 +2%
Bank of America
30
Bank of America
North Carolina
$54.9M +$2.1M +8,417 +4%
WF
31
Welch & Forbes
Massachusetts
$53.5M -$1.01M -4,055 -2%
Renaissance Technologies
32
Renaissance Technologies
New York
$53.2M +$11.4M +45,900 +27%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$52.3M +$52.3M +209,824 New
PFM
34
Premier Fund Managers
United Kingdom
$49.4M – – –
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$47.5M -$3.4M -13,624 -7%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$47.2M -$8.08M -32,412 -15%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$46.7M -$2.25M -8,996 -5%
DP
38
Dearborn Partners
Illinois
$43M -$325K -1,302 -0.7%
Millennium Management
39
Millennium Management
New York
$38.9M +$29.9M +119,880 +333%
HCM
40
Howland Capital Management
Massachusetts
$38.6M -$944K -3,786 -2%
Handelsbanken Fonder
41
Handelsbanken Fonder
Sweden
$38.5M +$3.14M +12,600 +9%
Macquarie Group
42
Macquarie Group
Australia
$37M +$1.49M +5,973 +4%
GKIM
43
GW&K Investment Management
Massachusetts
$36.7M -$211K -847 -0.6%
Victory Capital Management
44
Victory Capital Management
Texas
$34.9M -$3.7M -14,842 -10%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$34.2M +$1.67M +6,696 +5%
RP
46
Riverbridge Partners
Minnesota
$33.4M -$1.9M -7,613 -5%
Principal Financial Group
47
Principal Financial Group
Iowa
$32.7M +$362K +1,452 +1%
VNIM
48
Vaughan Nelson Investment Management
Texas
$32.5M -$382K -1,530 -1%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$31.7M +$952K +3,816 +3%
WT
50
Washington Trust
Rhode Island
$30.5M -$1.23M -4,918 -4%
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