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Watsco Inc
WSO

538 hedge funds and large institutions have $8.59B invested in Watsco Inc in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 195 increasing their positions, 176 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 7 → 13 (+6)

73% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $12.5M

58% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $7.74B → $8.59B (+$856M)

11% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 176

4% more funds holding

Funds holding: 515 → 538 (+23)

2.81% more ownership

Funds ownership: 97.73% → 100.54% (+2.8%)

Holders
538
Holders Change
+23
Holders Change %
+4.47%
% of All Funds
9.27%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
79
Increased
195
Reduced
176
Closed
50
Calls
$21.5M
Puts
$12.5M
Net Calls
+$9.04M
Net Calls Change
+$15.1M

Top Buyers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
+$51.4M
2
RJA
Raymond James & Associates
Florida
+$31.4M
3
William Blair & Company
William Blair & Company
Illinois
+$31.3M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$31.3M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$20.4M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$24.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$17.6M
3
SCM
Sandler Capital Management
New York
-$14M
4
Capital World Investors
Capital World Investors
California
-$13.7M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
576
Prospera Financial Services
Texas
– -$48K -201 Closed
AWM
577
Accel Wealth Management
Iowa
– -$38K -150 Closed
HFS
578
Heritage Financial Services
Massachusetts
– -$25K -106 Closed
CWP
579
Concord Wealth Partners
Virginia
– -$17K -70 Closed
RTC
580
Riverview Trust Company
Washington
– -$12K -52 Closed
MIM
581
Macroview Investment Management
Maryland
– -$11K -47 Closed
JFA
582
JNBA Financial Advisors
Minnesota
– -$5K -19 Closed
TCWM
583
Total Clarity Wealth Management
Illinois
– -$4K -18 Closed
HWA
584
HHM Wealth Advisors
Tennessee
– -$3K -13 Closed
STCOSD
585
Sageworth Trust Company of South Dakota
South Dakota
– -$2K -10 Closed
1IA
586
1834 Investment Advisors
Wisconsin
– -$2K -9 Closed
20 21 22 23
24

WSO Hedge Fund Activity: Q3 2022 in Review

538 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q3 2022, worth a combined $8.59B — up 11% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new WSO positions and 50 closed out — a net gain of 29 holders — while 195 added to existing stakes and 176 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $51.4M. The largest seller was Vanguard Group, cutting an estimated $24.6M.

  • 538 institutional investors held Watsco Inc (WSO) as of Q3 2022, up from 515 in Q2 2022.
  • Funds reported $8.59B of Watsco Inc stock for Q3 2022, up 11% quarter-over-quarter.
  • 79 funds opened new Watsco Inc positions in Q3 2022 and 50 closed out, a net change of +29 holders.
  • The largest Watsco Inc buyer in Q3 2022 was Baird Financial Group, an estimated $51.4M added.
  • The largest Watsco Inc seller in Q3 2022 was Vanguard Group, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2022.