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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 %
HF
676
HRT Financial
New York
– -$19.2M -60,462 Closed
Renaissance Technologies
677
Renaissance Technologies
New York
– -$12.8M -40,200 Closed
Point72 Asset Management
678
Point72 Asset Management
Connecticut
– -$12.7M -40,012 Closed
Millennium Management
679
Millennium Management
New York
– -$10.9M -34,167 Closed
SSA
680
Schonfeld Strategic Advisors
New York
– -$10.3M -32,478 Closed
WP
681
Woodline Partners
California
– -$5.9M -18,529 Closed
WEG
682
World Equity Group
Illinois
– -$1.85M -17,040 Closed
LIP
683
Lighthouse Investment Partners
Florida
– -$4.58M -14,388 Closed
JFG
684
Jefferies Financial Group
New York
– -$3.85M -12,107 Closed
Voloridge Investment Management
685
Voloridge Investment Management
Florida
– -$2.77M -8,695 Closed
Verition Fund Management
686
Verition Fund Management
Connecticut
– -$2.57M -8,069 Closed
Marshall Wace
687
Marshall Wace
United Kingdom
– -$2.47M -7,773 Closed
LP
688
LMR Partners
United Kingdom
– -$2.12M -6,653 Closed
Two Sigma Advisers
689
Two Sigma Advisers
New York
– -$1.85M -5,800 Closed
SFS
690
Sowell Financial Services
Arkansas
– -$1.65M -5,179 Closed
CWA
691
CM Wealth Advisors
Ohio
– -$1.16M -3,416 Closed
CC
692
Centiva Capital
New York
– -$1.03M -3,227 Closed
PAM
693
Paradigm Asset Management
New York
– -$986K -3,100 Closed
SLWA
694
San Luis Wealth Advisors
California
– -$908K -2,854 Closed
SI
695
Symmetry Investments
Jersey
– -$891K -2,800 Closed
Rockefeller Capital Management
696
Rockefeller Capital Management
New York
– -$797K -2,507 Closed
LCM
697
Landscape Capital Management
New Jersey
– -$755K -2,374 Closed
BC
698
Bridgefront Capital
Texas
– -$577K -1,813 Closed
TCM
699
Teza Capital Management
Illinois
– -$543K -1,708 Closed
PP
700
PDT Partners
New York
– -$478K -1,502 Closed
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