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Watsco
WSO

Overview Fund Activity

675 hedge funds and large institutions have $13.5B invested in Watsco in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 212 increasing their positions, 243 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+62
Holders Change %
+10.11%
% of All Funds
10.65%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
122
Increased
212
Reduced
243
Closed
54
Calls
$43M
Puts
$163M
Net Calls
-$120M
Net Calls Change
-$14.5M

Top Buyers

1
BlackRock
BlackRock
New York
$1.63B
2
Barclays
Barclays
United Kingdom
$97.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$560M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$75.8M
5
State Street
State Street
Massachusetts
$407M

Top Sellers

1
BG
Bahl & Gaynor
Ohio
$98.5M
2
ACA
Anchor Capital Advisors
Massachusetts
$71M
3
HF
HRT Financial
New York
$0
4
Bank of America
Bank of America
North Carolina
$76.7M
5
Victory Capital Management
Victory Capital Management
Texas
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGP
476
Autumn Glory Partners
Texas
$372K +$372K +975 New
EWA
477
EverSource Wealth Advisors
Alabama
$370K +$763 +2 +0.2%
TSS
478
Two Sigma Securities
New York
$359K +$359K +941 New
CFAM
479
Coury Firm Asset Management
Pennsylvania
$358K -$10.3K -27 -3%
IA
480
IFP Advisors
Florida
$349K +$252K +660 +259%
EI
481
Ellevest Inc
New York
$346K +$3.05K +8 +0.9%
MYAM
482
Meiji Yasuda Asset Management
Japan
$336K +$336K +880 New
SVWAG
483
Sound View Wealth Advisors Group
Georgia
$333K +$2.29K +6 +0.7%
CIBC Private Wealth Group
484
CIBC Private Wealth Group
Georgia
$321K -$2.29K -6 -0.7%
SW
485
SVB Wealth
Massachusetts
$319K -$30.1K -79 -9%
NAS
486
Nicolet Advisory Services
Wisconsin
$306K +$19.8K +53 +7%
UF
487
Univest Financial
Pennsylvania
$306K +$306K +802 New
LCS
488
Levin Capital Strategies
New York
$305K – – –
VFA
489
Voya Financial Advisors
Connecticut
$302K -$40.4K -107 -12%
LNC
490
Lincoln National Corp
Pennsylvania
$300K +$3.44K +9 +1%
JEST
491
JTC Employer Solutions Trustee
Jersey
$298K – – –
NCM
492
Northside Capital Management
Oregon
$294K +$1.53K +4 +0.5%
DWT
493
Dorsey & Whitney Trust
South Dakota
$292K +$3.43K +9 +1%
Capstone Investment Advisors
494
Capstone Investment Advisors
New York
$291K +$291K +762 New
PCM
495
Penserra Capital Management
California
$290K -$37K -97 -11%
CCA
496
Checchi Capital Advisers
California
$278K -$2.29K -6 -0.8%
THWM
497
Taylor Hoffman Wealth Management
Virginia
$276K – – –
HWA
498
Heartwood Wealth Advisors
Virginia
$276K +$34K +89 +14%
TIM
499
Triad Investment Management
California
$272K – – –
IB
500
Intrust Bank
Kansas
$271K +$2.67K +7 +1%
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