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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.

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 %
FMII
651
Farmers & Merchants Investments Inc
Nebraska
$5.72K – – –
TJHA
652
Thomas J. Herzfeld Advisors
Florida
$4.96K – – –
MAM
653
Meeder Asset Management
Ohio
$4.58K -$62.9K -165 -93%
SS
654
Sunbelt Securities
Texas
$4.58K – – –
CCM
655
Copeland Capital Management
Pennsylvania
$4.2K +$4.2K +11 New
FGAM
656
Financial Gravity Asset Management
Texas
$4.06K +$671 +63 +20%
BCM
657
Bourgeon Capital Management
Connecticut
$3.82K – – –
CTWM
658
Cherry Tree Wealth Management
Minnesota
$3.82K +$3.82K +10 New
GEA
659
Glen Eagle Advisors
New Jersey
$3.82K +$3.82K +10 New
JFA
660
JNBA Financial Advisors
Minnesota
$3.43K +$3.43K +9 New
CP
661
Castleview Partners
Texas
$3.43K – – –
OIA
662
Optimum Investment Advisors
Illinois
$3.43K – – –
IPW
663
Impact Partnership Wealth
Georgia
$3.43K +$3.43K +9 New
CA
664
Clearstead Advisors
Ohio
$3.05K -$763 -2 -20%
Loomis, Sayles & Company
665
Loomis, Sayles & Company
Massachusetts
$3K +$3K +7 New
SIC
666
SJS Investment Consulting
Ohio
$2.67K – – –
CCM
667
Chilton Capital Management
Texas
$2.29K +$2.29K +6 New
TAM
668
Tucker Asset Management
Colorado
$1.91K -$3.43K -9 -64%
DI
669
Disciplined Investments
Oklahoma
$1.91K -$381 -1 -17%
IGWM
670
ICA Group Wealth Management
Colorado
$1.91K – – –
FMP
671
Financial Management Professionals
Texas
$1K – – –
AW
672
Avion Wealth
Texas
$1K – – –
QC
673
Quent Capital
New York
$775 – – –
LIM
674
Longfellow Investment Management
Massachusetts
$763 – – –
TWD
675
True Wealth Design
Ohio
$382 – – –
25 26
27
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