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Watsco
WSO

Overview Fund Activity

675 hedge funds and large institutions have $13.5B invested in Watsco in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 212 increasing their positions, 243 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+62
Holders Change %
+10.11%
% of All Funds
10.65%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
122
Increased
212
Reduced
243
Closed
54
Calls
$43M
Puts
$163M
Net Calls
-$120M
Net Calls Change
-$14.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.63B
2
Barclays
2
Barclays
United Kingdom
$97.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$560M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$75.8M
5
State Street
5
State Street
Massachusetts
$407M

Top Sellers

1
BG
1
Bahl & Gaynor
Ohio
$98.5M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$71M
3
HF
3
HRT Financial
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$76.7M
5
Victory Capital Management
5
Victory Capital Management
Texas
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
601
1832 Asset Management
Ontario, Canada
$29K +$6.87K +18 +31%
SWM
602
Spire Wealth Management
Virginia
$27.1K -$48.4K -127 -64%
BTI
603
Blue Trust Inc
Georgia
$26K -$64K -202 -71%
Bessemer Group
604
Bessemer Group
New Jersey
$25K +$10.2K +27 +69%
AAG
605
Armstrong Advisory Group
Massachusetts
$24.8K – – –
CWC
606
Carolinas Wealth Consulting
North Carolina
$24.4K – – –
WBC
607
West Branch Capital
Massachusetts
$24K – – –
LJHT
608
Laurie J. Hall Trustee
$23K – – –
LC
609
Lindbrook Capital
California
$22.1K +$763 +2 +4%
AF
610
Allworth Financial
California
$21K -$1.53K -4 -7%
PA
611
PSI Advisors
Florida
$19.1K – – –
ADL
612
Asset Dedication LLC
California
$19K +$19K +50 New
GFPC
613
Global Financial Private Client
Florida
$17.8K – – –
CFGS
614
Concourse Financial Group Securities
Alabama
$17.5K -$32.4K -85 -65%
SCA
615
Stonebridge Capital Advisors
Minnesota
$16.4K +$16.4K +43 New
JWA
616
JFS Wealth Advisors
Pennsylvania
$16K – – –
VCM
617
Versant Capital Management
Arizona
$16K +$2.29K +6 +17%
SC
618
Solstein Capital
California
$16K +$16K +42 New
RDIA
619
RE Dickinson Investment Advisors
Iowa
$16K – – –
LB
620
Legacy Bridge
Iowa
$15.3K – – –
SWA
621
Sutton Wealth Advisors
Florida
$14.5K – – –
AIM
622
Anchor Investment Management
South Carolina
$14.5K +$14.5K +38 New
BWL
623
Bogart Wealth LLC
Virginia
$13.7K – – –
AF
624
Advisornet Financial
Minnesota
$13.4K – – –
MHR
625
Matthew Hamilton Rosenberg
$13.4K – – –
23 24
25
26 27