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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
1
Hamlin Capital Management
New York
$64.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$426M
3
BG
3
Bahl & Gaynor
Ohio
$130M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$50M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$49.3M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$630M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$12.8M
3
Capital World Investors
3
Capital World Investors
California
$289M
4
Millennium Management
4
Millennium Management
New York
$10.9M
5
DC
5
Davenport & Co
Virginia
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIPU
26
Caledonia Investments plc (UK)
United Kingdom
$87M – – –
Morgan Stanley
27
Morgan Stanley
New York
$82.3M -$3.05M -9,576 -4%
ACA
28
Anchor Capital Advisors
Massachusetts
$80.8M -$2.34M -7,341 -3%
Bank of America
29
Bank of America
North Carolina
$79.6M +$9.55M +30,028 +14%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$74.6M -$2.15M -6,753 -3%
Goldman Sachs
31
Goldman Sachs
New York
$69M -$1.2M -3,785 -2%
WF
32
Welch & Forbes
Massachusetts
$68.4M +$154K +485 +0.2%
HCM
33
Hamlin Capital Management
New York
$64.6M +$64.6M +203,035 New
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$64.2M -$2.55M -8,012 -4%
PFM
35
Premier Fund Managers
United Kingdom
$61.7M – – –
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$61.2M +$691K +2,173 +1%
DP
37
Dearborn Partners
Illinois
$55.5M +$628K +1,974 +1%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$51.2M -$8.95M -28,116 -15%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$50.5M -$8.88M -27,907 -15%
Westfield Capital Management
40
Westfield Capital Management
Massachusetts
$50M +$50M +157,199 New
Corient Private Wealth
41
Corient Private Wealth
Florida
$49.3M +$48.8M +153,381 +10,064%
HCM
42
Howland Capital Management
Massachusetts
$48.4M -$832K -2,615 -2%
GKIM
43
GW&K Investment Management
Massachusetts
$47M +$195K +614 +0.4%
Handelsbanken Fonder
44
Handelsbanken Fonder
Sweden
$46M -$3.18M -10,000 -6%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$43.9M +$285K +895 +0.7%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$43.5M +$3.04M +9,566 +8%
Principal Financial Group
47
Principal Financial Group
Iowa
$41.9M +$238K +748 +0.6%
RP
48
Riverbridge Partners
Minnesota
$41.9M -$732K -2,301 -2%
TCM
49
TimesSquare Capital Management
New York
$39.9M +$39.9M +125,280 New
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$37.3M +$17.5M +55,033 +88%
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