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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 %
MDCM
501
Morgan Dempsey Capital Management
Wisconsin
$6K +$6K +22 New
EC
502
EdgeRock Capital
Colorado
$6K +$6K +23 New
HCP
503
Hexagon Capital Partners
Arkansas
$6K +$6K +24 New
BWL
504
Bogart Wealth LLC
Virginia
$6K +$6K +24 New
BWP
505
Baldwin Wealth Partners
Massachusetts
$6K +$6K +25 New
TWC
506
TD Waterhouse Canada
Ontario, Canada
$5.57K – – –
BCWM
507
Bartlett & Co Wealth Management
Ohio
$5.15K -$19.1K -74 -79%
BC
508
Bartlett & Co
Ohio
$5K -$18.5K -74 -79%
AA
509
Ancora Advisors
Ohio
$5K – – –
GWS
510
Glassman Wealth Services
Virginia
$5K – – –
ST
511
Smithfield Trust
Pennsylvania
$5K – – –
APC
512
Aspire Private Capital
North Carolina
$5K – – –
RCM
513
Raleigh Capital Management
North Carolina
$5K +$5K +19 New
EDRH
514
Edmond de Rothschild Holding
Switzerland
$5K +$5K +20 New
GFPC
515
Global Financial Private Client
Florida
$4.25K – – –
GI
516
Gradient Investments
Minnesota
$4K +$4K +14 New
TCOV
517
Trust Company of Vermont
Vermont
$4K +$4K +14 New
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$4K +$4K +15 New
SWM
519
Spire Wealth Management
Virginia
$3K -$9.9K -33 -77%
TJHA
520
Thomas J. Herzfeld Advisors
Florida
$3K – – –
BCM
521
Bourgeon Capital Management
Connecticut
$3K – – –
SC
522
Sierra Capital
Florida
$3K – – –
SIC
523
Salem Investment Counselors
North Carolina
$3K +$3K +10 New
MCC
524
Money Concepts Capital
Florida
$3K +$2.73K +10 +1,000%
Bank of Montreal
525
Bank of Montreal
Ontario, Canada
$2.93K +$954 +3,638 +48%
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