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Watsco
WSO

Overview Fund Activity

494 hedge funds and large institutions have $9.42B invested in Watsco in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-25
Holders Change %
-4.82%
% of All Funds
7.82%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
45
Increased
186
Reduced
172
Closed
64
Calls
$16.1M
Puts
$9.6M
Net Calls
+$6.46M
Net Calls Change
+$262K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$476M
2
BlackRock
BlackRock
New York
$1.15B
3
Victory Capital Management
Victory Capital Management
Texas
$36.2M
4
Charles Schwab
Charles Schwab
California
$352M
5
State Street
State Street
Massachusetts
$276M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$15.6M
2
Citadel Advisors
Citadel Advisors
Florida
$11.2M
3
Millennium Management
Millennium Management
New York
$691K
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$37.1M
5
DCM
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FEM
526
Fulcrum Equity Management
Texas
– -$341K -1,091 Closed
PG
527
Pendal Group
Australia
– -$337K -1,076 Closed
Wealthfront Advisers
528
Wealthfront Advisers
California
– -$310K -989 Closed
PRC
529
Pearl River Capital
Michigan
– -$298K -953 Closed
TI
530
Trexquant Investment
Connecticut
– -$283K -906 Closed
Verition Fund Management
531
Verition Fund Management
Connecticut
– -$283K -903 Closed
AGP
532
Autumn Glory Partners
Texas
– -$250K -800 Closed
JG
533
Jefferies Group
New York
– -$250K -798 Closed
WANY
534
Wealthspire Advisors (New York)
New York
– -$248K -792 Closed
DU
535
Delphia (USA)
Ontario, Canada
– -$247K -791 Closed
CI
536
Cigna Investments
Connecticut
– -$232K -743 Closed
FL
537
Fort LP
Maryland
– -$227K -726 Closed
CCIA
538
Campbell & Co Investment Adviser
Maryland
– -$219K -700 Closed
RWA
539
River Wealth Advisors
Pennsylvania
– -$204K -653 Closed
E
540
Ergoteles
New York
– -$202K -647 Closed
Twin Tree Management
541
Twin Tree Management
Texas
– -$150K -478 Closed
SFM
542
Signet Financial Management
New Jersey
– -$135K -433 Closed
ACM
543
Aquatic Capital Management
Illinois
– -$94K -300 Closed
BWM
544
BerganKDV Wealth Management
Minnesota
– -$56K -179 Closed
SCA
545
Snowden Capital Advisors
New York
– -$53K -171 Closed
RK
546
Rather & Kittrell
Tennessee
– -$18K -58 Closed
AssetMark Inc
547
AssetMark Inc
California
– -$15K -47 Closed
DAM
548
Delta Asset Management
Tennessee
– -$11K -36 Closed
GWM
549
Geneos Wealth Management
Colorado
– -$9K -29 Closed
ST
550
Sageworth Trust
Pennsylvania
– -$6K -20 Closed
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