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Watsco
WSO

Overview Fund Activity

567 hedge funds and large institutions have $8.45B invested in Watsco in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 176 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+30
Holders Change %
+5.59%
% of All Funds
9.15%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
92
Increased
213
Reduced
176
Closed
53
Calls
$19.4M
Puts
$12.9M
Net Calls
+$6.46M
Net Calls Change
-$2.58M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$52.3M
2
Millennium Management
Millennium Management
New York
$38.9M
3
BlackRock
BlackRock
New York
$1B
4
First Trust Advisors
First Trust Advisors
Illinois
$110M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$289M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$409M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$0
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$7.5M
4
Morgan Stanley
Morgan Stanley
New York
$66.9M
5
MFAM
Motley Fool Asset Management
Virginia
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
501
Institutional & Family Asset Management
Colorado
$19K +$2.25K +9 +13%
SWM
502
Spire Wealth Management
Virginia
$17K +$14.6K +60 +600%
AAG
503
Armstrong Advisory Group
Massachusetts
$16.2K +$16.2K +65 New
CWC
504
Carolinas Wealth Consulting
North Carolina
$16K – – –
CT
505
Colonial Trust
South Carolina
$16K +$16K +64 New
WBC
506
West Branch Capital
Massachusetts
$15.7K – – –
LJHT
507
Laurie J. Hall Trustee
$15K – – –
PFA
508
Pathway Financial Advisers
Indiana
$14K +$14K +56 New
PA
509
PSI Advisors
Florida
$12.5K – – –
TWA
510
TCI Wealth Advisors
Arizona
$12K -$249 -1 -2%
AWM
511
Accurate Wealth Management
Florida
$11.1K +$11.1K +41 New
SWA
512
Sutton Wealth Advisors
Florida
$10.7K +$2.74K +11 +34%
JWA
513
JFS Wealth Advisors
Pennsylvania
$10.5K -$748 -3 -7%
LB
514
Legacy Bridge
Iowa
$9.98K – – –
MHR
515
Matthew Hamilton Rosenberg
$8.73K – – –
LC
516
Lindbrook Capital
California
$8.23K -$6.24K -25 -43%
ANBT
517
American National Bank & Trust
Texas
$8K – – –
AF
518
Advisornet Financial
Minnesota
$7.73K -$18K -72 -70%
AA
519
Ancora Advisors
Ohio
$7K +$1.75K +7 +33%
AWM
520
Atticus Wealth Management
Florida
$6.98K +$6.98K +28 New
SC
521
Schubert & Co
Texas
$6.73K -$499 -2 -7%
FSWA
522
Financial Synergies Wealth Advisors
Texas
$6.73K +$6.73K +27 New
GRP
523
Global Retirement Partners
California
$6.48K -$7.98K -32 -55%
FFA
524
Farther Finance Advisors
California
$6.48K +$6.48K +26 New
KFI
525
Key Financial Inc
Pennsylvania
$6.18K – – –
19 20
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