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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 %
CFO
626
CVA Family Office
Colorado
$13.4K +$13.4K +35 New
ANBT
627
American National Bank & Trust
Texas
$12.2K – – –
IFAM
628
Institutional & Family Asset Management
Colorado
$11.8K – – –
GRP
629
Global Retirement Partners
California
$11.8K – – –
MIM
630
Macroview Investment Management
Maryland
$11.4K +$11.4K +30 New
SIS
631
Sound Income Strategies
Florida
$11.1K – – –
CFD
632
Creative Financial Designs
Indiana
$11.1K +$4.58K +12 +71%
BIA
633
Bell Investment Advisors
California
$10.7K – – –
WWP
634
WR Wealth Planners
Missouri
$10.7K -$3.43K -9 -24%
FSWA
635
Financial Synergies Wealth Advisors
Texas
$10.3K -$6.87K -18 -40%
OP
636
ORG Partners
Indiana
$9.86K +$9.86K +26 New
KFI
637
Key Financial Inc
Pennsylvania
$9.16K – – –
EARNEST Partners
638
EARNEST Partners
Georgia
$8.77K – – –
HCP
639
Hexagon Capital Partners
Arkansas
$8.77K +$6.1K +16 +229%
BWM
640
Baystate Wealth Management
Massachusetts
$8.07K – – –
AA
641
Ancora Advisors
Ohio
$8.01K – – –
BC
642
Bartlett & Co
Ohio
$8K – – –
ST
643
Smithfield Trust
Pennsylvania
$8K – – –
TWC
644
TD Waterhouse Canada
Ontario, Canada
$7.88K – – –
BCWM
645
Bartlett & Co Wealth Management
Ohio
$7.63K – – –
GWS
646
Glassman Wealth Services
Virginia
$7.25K – – –
APC
647
Aspire Private Capital
North Carolina
$6.87K – – –
WPWM
648
Western Pacific Wealth Management
Illinois
$6.1K – – –
POIA
649
Pin Oak Investment Advisors
Texas
$6K – – –
AWM
650
Atticus Wealth Management
Florida
$5.75K +$4.22K +11 +275%
24 25
26
27 28