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Watsco
WSO

Overview Fund Activity

515 hedge funds and large institutions have $7.74B invested in Watsco in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 157 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
8.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
83
Increased
200
Reduced
157
Closed
55
Calls
$22.7M
Puts
$28.7M
Net Calls
-$6.03M
Net Calls Change
-$12.5M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$123M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$410M
3
Wells Fargo
Wells Fargo
California
$127M
4
BlackRock
BlackRock
New York
$939M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$62.5M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$775M
2
Swedbank
Swedbank
Sweden
$71.1M
3
DC
Davenport & Co
Virginia
$128M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$164M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
501
Sierra Capital
Florida
$2K -$4K -20 -67%
MA
502
MCF Advisors
Kentucky
$2K – – –
BCM
503
Bourgeon Capital Management
Connecticut
$2K – – –
STCOSD
504
Sageworth Trust Company of South Dakota
South Dakota
$2K – – –
PMFA
505
Plante Moran Financial Advisors
Michigan
$2K +$2K +8 New
1IA
506
1834 Investment Advisors
Wisconsin
$2K +$2K +9 New
Bank of Montreal
507
Bank of Montreal
Ontario, Canada
$1.83K +$22 +90 +1%
TAM
508
Tucker Asset Management
Colorado
$1.19K – – –
SWA
509
Sutton Wealth Advisors
Florida
$478 -$239 -1 -33%
HT
510
HighTower Trust
Texas
$435 +$435 +10,570 New
FGAM
511
Financial Gravity Asset Management
Texas
$305 -$149 -701 -33%
RDIA
512
RE Dickinson Investment Advisors
Iowa
$20 +$20 +83 New
WI
513
WBI Investments
New Jersey
– -$6.36M -21,428 Closed
Two Sigma Investments
514
Two Sigma Investments
New York
– -$5.92M -19,423 Closed
OSIA
515
O'Shares Investment Advisers
Massachusetts
– -$3.61M -11,845 Closed
N
516
Natixis
France
– -$3.28M -10,780 Closed
Point72 Asset Management
517
Point72 Asset Management
Connecticut
– -$2.59M -8,500 Closed
CWMU
518
Caliber Wealth Management (Utah)
Utah
– -$2.4M -7,885 Closed
Sumitomo Mitsui Trust Group
519
Sumitomo Mitsui Trust Group
Japan
– -$2.2M -7,219 Closed
Two Sigma Advisers
520
Two Sigma Advisers
New York
– -$2.1M -6,900 Closed
EWM
521
Empirical Wealth Management
Washington
– -$1.73M -5,680 Closed
Tudor Investment Corp
522
Tudor Investment Corp
Connecticut
– -$1.11M -3,648 Closed
DZ Bank
523
DZ Bank
Germany
– -$1.09M -3,575 Closed
Jane Street
524
Jane Street
New York
– -$1.05M -3,429 Closed
SAM
525
Scopus Asset Management
New York
– -$914K -3,000 Closed
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