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
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
476
Pathstone Family Office
New Jersey
$212K -$403K -1,267 -66%
C
477
Covestor
United Kingdom
$208K +$9.57K +30 +5%
MCM
478
MAI Capital Management
Ohio
$207K +$207K +652 New
RWA
479
River Wealth Advisors
Pennsylvania
$206K +$206K +647 New
ICG
480
InterOcean Capital Group
Tennessee
$202K +$202K +636 New
HWA
481
Heartwood Wealth Advisors
Virginia
$202K +$202K +635 New
TWM
482
Tradition Wealth Management
Minnesota
$175K +$175K +551 New
S
483
SignatureFD
Georgia
$174K -$2.23K -7 -1%
IAIM
484
International Assets Investment Management
Florida
$164K +$164K +515 New
CLOS
485
Compagnie Lombard Odier SCmA
Switzerland
$159K +$159K +500 New
PI
486
PineBridge Investments
New York
$154K
FHA
487
First Horizon Advisors
Tennessee
$147K
CI Investments Inc
488
CI Investments Inc
Ontario, Canada
$145K +$11.4K +36 +9%
HWA
489
Heritage Wealth Advisors
Virginia
$144K -$60.5K -190 -30%
BWP
490
Baldwin Wealth Partners
Massachusetts
$143K
TCPG
491
Trivant Custom Portfolio Group
California
$141K +$141K +442 New
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$137K -$3.19K -10 -2%
GWM
493
Geneos Wealth Management
Colorado
$131K +$29.3K +92 +29%
ASN
494
Advisory Services Network
Georgia
$129K -$637 -2 -0.5%
SIC
495
Salem Investment Counselors
North Carolina
$127K
KBC Group
496
KBC Group
Belgium
$125K
EWM
497
Endurance Wealth Management
Rhode Island
$111K
PFBT
498
Parkside Financial Bank & Trust
Missouri
$110K -$955 -3 -0.9%
CTC
499
Central Trust Company
Missouri
$105K +$1.59K +5 +2%
QCG
500
Quadrant Capital Group
Ohio
$102K +$10.2K +32 +11%