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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 %
MF
626
Magnetar Financial
Illinois
– -$1.06M -4,248 Closed
CIAS
627
Capital Investment Advisory Services
North Carolina
– -$869K -3,485 Closed
AGP
628
Autumn Glory Partners
Texas
– -$866K -3,471 Closed
YIH
629
Y-Intercept (HK)
Hong Kong
– -$672K -2,694 Closed
WG
630
Winton Group
United Kingdom
– -$655K -2,627 Closed
I
631
InceptionR
California
– -$526K -2,108 Closed
EGM
632
Engineers Gate Manager
New York
– -$469K -1,882 Closed
PMEF
633
Point72 Middle East FZE
United Arab Emirates
– -$410K -1,642 Closed
BAM
634
Blueshift Asset Management
New Jersey
– -$395K -1,584 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
635
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$283K -1,134 Closed
BIA
636
BHK Investment Advisors
Alabama
– -$262K -1,050 Closed
TSS
637
Two Sigma Securities
New York
– -$255K -1,023 Closed
PAM
638
Premier Asset Management
Illinois
– -$247K -989 Closed
MFS
639
Mirabella Financial Services
United Kingdom
– -$246K -987 Closed
MM
640
MQS Management
New York
– -$228K -915 Closed
Canada Pension Plan Investment Board
641
Canada Pension Plan Investment Board
Ontario, Canada
– -$181K -725 Closed
IUHSA
642
Itau Unibanco Holding S.A.
Brazil
– -$118K -469 Closed
Balyasny Asset Management
643
Balyasny Asset Management
Illinois
– -$73.1K -293 Closed
CASC
644
Coppell Advisory Solutions Corp
Texas
– -$72.8K -292 Closed
CAS
645
Coppell Advisory Solutions
Texas
– -$72.8K -292 Closed
ZIG
646
Zullo Investment Group
Pennsylvania
– -$53.1K -213 Closed
CS
647
Comerica Securities
Michigan
– -$42.4K -170 Closed
RFA
648
Resurgent Financial Advisors
Georgia
– -$38.9K -156 Closed
USCWA
649
U.S. Capital Wealth Advisors
Texas
– -$34.2K -137 Closed
HNWAG
650
High Net Worth Advisory Group
Florida
– -$24.9K -100 Closed
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