WSO icon

Watsco
WSO

Overview Fund Activity

675 hedge funds and large institutions have $13.5B invested in Watsco in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 212 increasing their positions, 243 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+62
Holders Change %
+10.11%
% of All Funds
10.65%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
122
Increased
212
Reduced
243
Closed
54
Calls
$43M
Puts
$163M
Net Calls
-$120M
Net Calls Change
-$14.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.63B
2
Barclays
2
Barclays
United Kingdom
$97.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$560M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$75.8M
5
State Street
5
State Street
Massachusetts
$407M

Top Sellers

1
BG
1
Bahl & Gaynor
Ohio
$98.5M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$71M
3
HF
3
HRT Financial
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$76.7M
5
Victory Capital Management
5
Victory Capital Management
Texas
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
526
River Wealth Advisors
Pennsylvania
$229K -$17.9K -47 -7%
SC
527
Savant Capital
Illinois
$228K +$228K +597 New
WMS
528
Wealth Management Solutions
Pennsylvania
$225K -$35.1K -92 -13%
IWN
529
Independent Wealth Network
Iowa
$224K +$224K +588 New
WPW
530
Waldron Private Wealth
Pennsylvania
$222K +$222K +583 New
LT
531
Legacy Trust
Michigan
$221K +$221K +580 New
BAM
532
Boyar Asset Management
New York
$220K +$220K +577 New
DAS
533
Dynamic Advisor Solutions
Arizona
$219K +$219K +574 New
GLLW
534
Graves Light Lenhart Wealth
Virginia
$219K +$219K +573 New
SG
535
StoneX Group
New York
$218K -$113K -295 -34%
GT
536
Greenleaf Trust
Michigan
$217K +$217K +570 New
BCA
537
Bay Colony Advisors
Massachusetts
$217K +$217K +568 New
ECM
538
Evergreen Capital Management
Washington
$214K +$214K +562 New
IAIM
539
International Assets Investment Management
Florida
$213K +$16.4K +43 +8%
TWM
540
Tradition Wealth Management
Minnesota
$212K +$1.53K +4 +0.7%
TWM
541
Thrive Wealth Management
Pennsylvania
$212K +$212K +555 New
AAM
542
Aureus Asset Management
Massachusetts
$210K +$210K +551 New
APG Asset Management
543
APG Asset Management
Netherlands
$210K +$210K +600 New
ICG
544
InterOcean Capital Group
Tennessee
$209K -$34K -89 -14%
C
545
Covestor
United Kingdom
$208K -$41.8K -109 -17%
UCFA
546
United Capital Financial Advisors
Texas
$207K +$207K +543 New
IC
547
IEQ Capital
California
$202K +$202K +529 New
BFA
548
Beaumont Financial Advisors
Massachusetts
$201K +$201K +526 New
S
549
SignatureFD
Georgia
$196K -$12.6K -33 -6%
GWM
550
Geneos Wealth Management
Colorado
$192K +$35.1K +92 +22%
20 21
22
23 24