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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 %
CFGS
526
Concourse Financial Group Securities
Alabama
$41.7K -$7K -22 -14%
CTA
527
Colonial Trust Advisors
South Carolina
$41.4K – – –
WIM
528
WealthPlan Investment Management
Nebraska
$38.8K +$38.8K +122 New
National Bank of Canada
529
National Bank of Canada
Quebec, Canada
$38.5K -$684K -2,151 -95%
Acadian Asset Management
530
Acadian Asset Management
Massachusetts
$38K +$38K +120 New
KTC
531
Kistler-Tiffany Companies
Pennsylvania
$36.6K – – –
CT
532
Colonial Trust
South Carolina
$36.3K +$15.9K +50 +78%
First Manhattan
533
First Manhattan
New York
$35K -$110K -345 -76%
GA
534
GoalVest Advisory
New York
$34.4K +$1.27K +4 +4%
SFCL
535
Strengthening Families & Communities LLC
Massachusetts
$33.7K +$421 +74 +1%
DA
536
Denali Advisors
California
$32.1K +$318 +1 +1%
AAP
537
Arax Advisory Partners
Colorado
$30.2K – – –
VCM
538
Vigilant Capital Management
Maine
$28K -$11.6K -36 -29%
WTC
539
WhitTier Trust Company
Nevada
$27.4K -$5.09K -16 -16%
LFG
540
Larson Financial Group
Missouri
$24.8K – – –
VWM
541
Venturi Wealth Management
Texas
$21.3K +$21.3K +67 New
AAG
542
Armstrong Advisory Group
Massachusetts
$20.7K – – –
CWC
543
Carolinas Wealth Consulting
North Carolina
$20.4K – – –
WBC
544
West Branch Capital
Massachusetts
$20K – – –
LJHT
545
Laurie J. Hall Trustee
$19K – – –
AF
546
Allworth Financial
California
$18.8K +$16.5K +52 +743%
1832 Asset Management
547
1832 Asset Management
Ontario, Canada
$18.5K +$18.5K +58 New
PFA
548
Pathway Financial Advisers
Indiana
$18K +$316 +1 +2%
LC
549
Lindbrook Capital
California
$17.8K +$7.32K +23 +70%
PA
550
PSI Advisors
Florida
$15.9K – – –
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