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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 %
MWC
526
MBM Wealth Consultants
Missouri
$6K +$6K +22 New
BIA
527
Bell Investment Advisors
California
$5.99K – – –
EARNEST Partners
528
EARNEST Partners
Georgia
$5.74K – – –
VCM
529
Versant Capital Management
Arizona
$5.74K – – –
TWC
530
TD Waterhouse Canada
Ontario, Canada
$5.36K – – –
ST
531
Smithfield Trust
Pennsylvania
$5K – – –
BC
532
Bartlett & Co
Ohio
$5K – – –
BCWM
533
Bartlett & Co Wealth Management
Ohio
$4.99K – – –
GWS
534
Glassman Wealth Services
Virginia
$4.74K – – –
APC
535
Aspire Private Capital
North Carolina
$4.49K – – –
MCM
536
Manchester Capital Management
Vermont
$4.49K +$4.49K +18 New
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$4.24K +$499 +2 +13%
FGAM
538
Financial Gravity Asset Management
Texas
$4.08K -$21.2K -1,293 -84%
POIA
539
Pin Oak Investment Advisors
Texas
$4K +$4K +15 New
GFPC
540
Global Financial Private Client
Florida
$3.99K – – –
WPWM
541
Western Pacific Wealth Management
Illinois
$3.99K +$3.99K +16 New
TJHA
542
Thomas J. Herzfeld Advisors
Florida
$3.24K – – –
MCC
543
Money Concepts Capital
Florida
$2.99K +$249 +1 +9%
QL
544
Quarry LP
New York
$2.74K +$2.74K +11 New
BCM
545
Bourgeon Capital Management
Connecticut
$2.49K – – –
OIA
546
Optimum Investment Advisors
Illinois
$2.25K – – –
TC
547
Truvestments Capital
Florida
$2.25K +$2.25K +9 New
CP
548
Castleview Partners
Texas
$2.24K – – –
Loomis, Sayles & Company
549
Loomis, Sayles & Company
Massachusetts
$2K – – –
SC
550
Sierra Capital
Florida
$2K – – –
20 21
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