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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 %
Jones Financial Companies
551
Jones Financial Companies
Missouri
$2K +$2K +8 New
ATC
552
Adirondack Trust Company
New York
$2K – – –
BHWM
553
Beaird Harris Wealth Management
Texas
$2K +$2K +8 New
AF
554
Allworth Financial
California
$1.75K -$3.99K -16 -70%
SIC
555
SJS Investment Consulting
Ohio
$1.5K +$748 +3 +100%
TAM
556
Tucker Asset Management
Colorado
$1.26K – – –
IGWM
557
ICA Group Wealth Management
Colorado
$1.25K -$278K -1,115 -100%
NMG
558
New Millennium Group
Utah
$1.25K +$1.25K +5 New
CPG
559
Cornerstone Planning Group
New Jersey
$1.05K +$1.05K +4 New
FMP
560
Financial Management Professionals
Texas
$1K – – –
DI
561
Disciplined Investments
Oklahoma
$998 -$16K -64 -94%
MSCM
562
McElhenny Sheffield Capital Management
Texas
$748 +$748 +3 New
PI
563
PEAK6 Investments
Illinois
$524 -$250K -955 -100%
HCP
564
Hexagon Capital Partners
Arkansas
$499 -$5.49K -22 -92%
QC
565
Quent Capital
New York
$499 +$499 +2 New
TWD
566
True Wealth Design
Ohio
$249 +$249 +1 New
Ninety One (UK)
567
Ninety One (UK)
United Kingdom
– -$18.2M -70,695 Closed
SFI
568
Susquehanna Fundamental Investments
Pennsylvania
– -$8.62M -33,496 Closed
DCP
569
Distillate Capital Partners
Illinois
– -$6.39M -23,915 Closed
PSP
570
Principal Street Partners
Tennessee
– -$4.91M -19,063 Closed
SCM
571
Sandler Capital Management
New York
– -$3.97M -15,416 Closed
ZIM
572
Zacks Investment Management
Illinois
– -$2.97M -11,529 Closed
HIIFS
573
Harel Insurance Investments & Financial Services
Israel
– -$2.09M -8,171 Closed
TAM
574
Tocqueville Asset Management
New York
– -$1.35M -5,244 Closed
SAM
575
Scopus Asset Management
New York
– -$1.29M -5,000 Closed
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