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
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
551
TCI Wealth Advisors
Arizona
$15.6K +$318 +1 +2%
GFPC
552
Global Financial Private Client
Florida
$15K +$9.93K +31 +194%
FSWA
553
Financial Synergies Wealth Advisors
Texas
$14.3K +$5.73K +18 +67%
RDIA
554
RE Dickinson Investment Advisors
Iowa
$14K -$13.3K -41 -49%
VWM
555
Valley Wealth Managers
New Jersey
$14K +$14K +44 New
JWA
556
JFS Wealth Advisors
Pennsylvania
$13.4K
LB
557
Legacy Bridge
Iowa
$12.7K
AAS
558
Ameritas Advisory Services
Nebraska
$12.7K +$12.7K +38 New
SWA
559
Sutton Wealth Advisors
Florida
$12.1K -$1.59K -5 -12%
Bessemer Group
560
Bessemer Group
New Jersey
$12K -$110K -359 -90%
WWP
561
WR Wealth Planners
Missouri
$11.8K +$11.8K +37 New
BWL
562
Bogart Wealth LLC
Virginia
$11.5K +$11.5K +36 New
VCM
563
Versant Capital Management
Arizona
$11.4K +$4.13K +13 +57%
MHR
564
Matthew Hamilton Rosenberg
$11.1K
AF
565
Advisornet Financial
Minnesota
$11.1K +$1.27K +4 +13%
GRP
566
Global Retirement Partners
California
$10.5K +$1.69K +5 +19%
ANBT
567
American National Bank & Trust
Texas
$10.2K
IFAM
568
Institutional & Family Asset Management
Colorado
$9.86K -$14.3K -45 -59%
AssetMark Inc
569
AssetMark Inc
California
$9.23K +$9.23K +29 New
SIS
570
Sound Income Strategies
Florida
$9.23K +$9.23K +29 New
SC
571
Schubert & Co
Texas
$8.91K +$318 +1 +4%
BIA
572
Bell Investment Advisors
California
$8.91K +$1.27K +4 +17%
MIA
573
Milestone Investment Advisors
Wisconsin
$8.91K +$8.91K +28 New
KFI
574
Key Financial Inc
Pennsylvania
$7.64K
EARNEST Partners
575
EARNEST Partners
Georgia
$7.32K