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Watsco
WSO

Overview Fund Activity

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

Top Buyers

1
HCM
Hamlin Capital Management
New York
$64.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$426M
3
BG
Bahl & Gaynor
Ohio
$130M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$50M
5
Corient Private Wealth
Corient Private Wealth
Florida
$49.3M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$630M
2
Renaissance Technologies
Renaissance Technologies
New York
$12.8M
3
Capital World Investors
Capital World Investors
California
$289M
4
Millennium Management
Millennium Management
New York
$10.9M
5
DC
Davenport & Co
Virginia
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
501
Evermay Wealth Management
Virginia
$97K -$3.18K -10 -3%
TCOV
502
Trust Company of Vermont
Vermont
$94.8K +$94.8K +298 New
O
503
Ossiam
France
$86.2K +$1.59K +5 +2%
FFA
504
Farther Finance Advisors
California
$79.9K +$71.6K +225 +865%
IAIM
505
Industrial Alliance Investment Management
Quebec, Canada
$78K +$16.3K +51 +26%
CWM
506
Cedar Wealth Management
California
$73.2K – – –
HNB
507
Huntington National Bank
Ohio
$72.2K -$25.8K -81 -26%
IAS
508
IMA Advisory Services
Colorado
$71.6K – – –
BTI
509
Blue Trust Inc
Georgia
$71K +$35.5K +142 +100%
EBA
510
Eagle Bay Advisors
New York
$70.5K +$1.59K +5 +2%
FDCDDQ
511
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.5K +$8.59K +27 +15%
WT
512
Whittier Trust
California
$63.6K – – –
SWM
513
Spire Wealth Management
Virginia
$63K +$40.7K +128 +183%
LWP
514
Lumature Wealth Partners
Georgia
$58.9K – – –
BAAM
515
Baker Avenue Asset Management
California
$58.9K – – –
MAM
516
Meeder Asset Management
Ohio
$56.3K +$56.3K +177 New
PTC
517
Private Trust Company
Ohio
$54.1K – – –
HPC
518
HM Payson & Co
Maine
$52.2K – – –
Nomura Asset Management
519
Nomura Asset Management
Japan
$49.3K – – –
JWM
520
Janiczek Wealth Management
Colorado
$49K – – –
RFG
521
RFP Financial Group
Georgia
$47.7K -$60.5K -190 -56%
BWA
522
BDO Wealth Advisors
Florida
$47.7K +$47.7K +150 New
IA
523
IFP Advisors
Florida
$47.4K -$34.2K -184 -42%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$46.5K +$9.23K +29 +25%
HI
525
Harbour Investments
Wisconsin
$43.9K +$15.6K +49 +55%
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