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Watsco
WSO

Overview Fund Activity

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

Top Buyers

1
HCM
Hamlin Capital Management
New York
$64.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$426M
3
BG
Bahl & Gaynor
Ohio
$130M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$50M
5
Corient Private Wealth
Corient Private Wealth
Florida
$49.3M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$630M
2
Renaissance Technologies
Renaissance Technologies
New York
$12.8M
3
Capital World Investors
Capital World Investors
California
$289M
4
Millennium Management
Millennium Management
New York
$10.9M
5
DC
Davenport & Co
Virginia
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
576
Carmichael Hill & Associates
Maryland
$7.32K +$7.32K +23 New
TWC
577
TD Waterhouse Canada
Ontario, Canada
$6.72K – – –
BWM
578
Baystate Wealth Management
Massachusetts
$6.68K +$6.37K +20 +2,000%
AA
579
Ancora Advisors
Ohio
$6.68K -$2.23K -7 -25%
BCWM
580
Bartlett & Co Wealth Management
Ohio
$6.36K – – –
GWS
581
Glassman Wealth Services
Virginia
$6.05K – – –
ST
582
Smithfield Trust
Pennsylvania
$6K – – –
BC
583
Bartlett & Co
Ohio
$6K – – –
MCM
584
Manchester Capital Management
Vermont
$5.73K – – –
APC
585
Aspire Private Capital
North Carolina
$5.73K – – –
CFD
586
Creative Financial Designs
Indiana
$5.41K +$5.41K +17 New
WPWM
587
Western Pacific Wealth Management
Illinois
$5.09K – – –
POIA
588
Pin Oak Investment Advisors
Texas
$5K – – –
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$4.77K -$636 -2 -12%
BSB
590
Bangor Savings Bank
Maine
$4.77K +$4.77K +15 New
TAM
591
Tucker Asset Management
Colorado
$4.45K +$2.86K +9 +180%
TJHA
592
Thomas J. Herzfeld Advisors
Florida
$4.14K – – –
SS
593
Sunbelt Securities
Texas
$3.78K +$3.78K +12 New
Commonwealth Equity Services
594
Commonwealth Equity Services
Massachusetts
$3.65K -$93 -293 -2%
BCM
595
Bourgeon Capital Management
Connecticut
$3.18K – – –
CA
596
Clearstead Advisors
Ohio
$3.18K +$3.18K +10 New
OIA
597
Optimum Investment Advisors
Illinois
$2.86K – – –
CP
598
Castleview Partners
Texas
$2.86K – – –
ATC
599
Adirondack Trust Company
New York
$2.55K – – –
SIC
600
SJS Investment Consulting
Ohio
$2.23K +$318 +1 +17%
22 23
24
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