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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.

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

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$812M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$52.5M
3
SCM
Sandler Capital Management
New York
$3.97M
4
Capital World Investors
Capital World Investors
California
$277M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
476
Institutional & Family Asset Management
Colorado
$17K -$2.28K -9 -12%
WBC
477
West Branch Capital
Massachusetts
$16K – – –
CWC
478
Carolinas Wealth Consulting
North Carolina
$16K – – –
GRP
479
Global Retirement Partners
California
$16K +$2.21K +8 +16%
LJHT
480
Laurie J. Hall Trustee
$15K – – –
WWM
481
Wolff Wiese Magana
California
$15K – – –
LC
482
Lindbrook Capital
California
$15K +$7.76K +30 +107%
TWA
483
TCI Wealth Advisors
Arizona
$13K -$2.65K -10 -17%
PA
484
PSI Advisors
Florida
$13K – – –
JWA
485
JFS Wealth Advisors
Pennsylvania
$12K +$3.73K +14 +45%
IAIM
486
Industrial Alliance Investment Management
Quebec, Canada
$11K +$11K +42 New
LB
487
Legacy Bridge
Iowa
$10K – – –
MHR
488
Matthew Hamilton Rosenberg
$9K – – –
PP
489
Pacifica Partners
Canada
$9K +$9K +35 New
SWA
490
Sutton Wealth Advisors
Florida
$8.24K +$7.72K +30 +1,500%
ANBT
491
American National Bank & Trust
Texas
$8K – – –
CTB
492
Country Trust Bank
Illinois
$8K – – –
IBOK
493
Independence Bank of Kentucky
Kentucky
$7K – – –
HR
494
Howe & Rusling
New York
$7K – – –
SC
495
Schubert & Co
Texas
$7K +$724 +3 +12%
AF
496
Allworth Financial
California
$6K -$6.52K -25 -52%
BIA
497
Bell Investment Advisors
California
$6K -$4.5K -18 -43%
EARNEST Partners
498
EARNEST Partners
Georgia
$6K – – –
VCM
499
Versant Capital Management
Arizona
$6K – – –
KFI
500
Key Financial Inc
Pennsylvania
$6K – – –
18 19
20
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