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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 %
HCP
601
Hexagon Capital Partners
Arkansas
$2.23K +$1.59K +5 +250%
DI
602
Disciplined Investments
Oklahoma
$1.91K +$636 +2 +50%
IGWM
603
ICA Group Wealth Management
Colorado
$1.59K – – –
SSC
604
Syverson Strege & Co
Iowa
$1.59K +$1.59K +5 New
GI
605
Gradient Investments
Minnesota
$1.59K +$1.59K +5 New
AWM
606
Atticus Wealth Management
Florida
$1.29K -$7.72K -24 -86%
RMC
607
Resources Management Corp
Connecticut
$1K -$5.82K -128 -85%
FMP
608
Financial Management Professionals
Texas
$1K – – –
PI
609
PEAK6 Investments
Illinois
$786 – – –
QC
610
Quent Capital
New York
$642 – – –
LIM
611
Longfellow Investment Management
Massachusetts
$636 -$274K -863 -100%
FGAM
612
Financial Gravity Asset Management
Texas
$395 +$86 +69 +28%
TWD
613
True Wealth Design
Ohio
$319 – – –
Adage Capital Partners
614
Adage Capital Partners
Massachusetts
– -$7.5M -30,068 Closed
AWA
615
Arete Wealth Advisors
Illinois
– -$3.49M -20,000 Closed
LCM
616
LRT Capital Management
Texas
– -$4.1M -16,443 Closed
EP
617
Edgestream Partners
New Jersey
– -$3.77M -15,135 Closed
Tudor Investment Corp
618
Tudor Investment Corp
Connecticut
– -$2.91M -11,683 Closed
ACM
619
Aquatic Capital Management
Illinois
– -$2.72M -10,900 Closed
ACA
620
Aptus Capital Advisors
Alabama
– -$2.66M -10,663 Closed
TI
621
Trexquant Investment
Connecticut
– -$2.24M -8,979 Closed
QT
622
Quantbot Technologies
New York
– -$2M -8,031 Closed
ESCM
623
Echo Street Capital Management
New York
– -$1.77M -7,110 Closed
Pacer Advisors
624
Pacer Advisors
Pennsylvania
– -$1.59M -6,370 Closed
AIMCA
625
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.2M -4,800 Closed
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25
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