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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
+$29.9M
3
BlackRock
BlackRock
New York
+$27.9M
4
First Trust Advisors
First Trust Advisors
Illinois
+$26.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.5M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$23M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$18.2M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$16.4M
4
Morgan Stanley
Morgan Stanley
New York
-$10.7M
5
MFAM
Motley Fool Asset Management
Virginia
-$9.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
576
AlphaCrest Capital Management
New York
– -$1.21M -4,688 Closed
E
577
Ergoteles
New York
– -$1.11M -4,317 Closed
DC
578
Diametric Capital
Massachusetts
– -$1.08M -4,201 Closed
ACP
579
Aviance Capital Partners
Florida
– -$1.03M -4,006 Closed
HSBC Holdings
580
HSBC Holdings
United Kingdom
– -$970K -3,720 Closed
AI
581
AdvisorShares Investments
Maryland
– -$938K -3,645 Closed
PCM
582
Prelude Capital Management
New York
– -$753K -2,923 Closed
Robeco Institutional Asset Management
583
Robeco Institutional Asset Management
Netherlands
– -$751K -2,915 Closed
NO
584
Ninety One
South Africa
– -$663K -2,552 Closed
Simplex Trading
585
Simplex Trading
Illinois
– -$551K -2,141 Closed
AIM
586
Aigen Investment Management
New York
– -$443K -1,722 Closed
CAAS
587
Capital Asset Advisory Services
Michigan
– -$397K -1,541 Closed
JCIA
588
Jackson Creek Investment Advisors
Colorado
– -$389K -1,511 Closed
CCS
589
Concentric Capital Strategies
Connecticut
– -$357K -1,386 Closed
WTB
590
Washington Trust Bank
Washington
– -$263K -1,022 Closed
VF
591
Virtu Financial
New York
– -$259K -1,007 Closed
BAM
592
Boyar Asset Management
New York
– -$253K -982 Closed
WMS
593
Wealth Management Solutions
Pennsylvania
– -$226K -877 Closed
CAM
594
Cresset Asset Management
Illinois
– -$222K -860 Closed
MAM
595
Meeder Asset Management
Ohio
– -$180K -698 Closed
EIP
596
Ellis Investment Partners
Pennsylvania
– -$76K -298 Closed
ODG
597
O'Dell Group
Ohio
– -$27K -104 Closed
PMFA
598
Plante Moran Financial Advisors
Michigan
– -$26K -100 Closed
GCM
599
Gladius Capital Management
Illinois
– -$24K -90 Closed
T
600
TOBAM
France
– -$21K -81 Closed
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