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Watsco
WSO

Overview Fund Activity

515 hedge funds and large institutions have $7.74B invested in Watsco in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 157 reducing their positions, and 55 closing their positions.

Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
8.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
83
Increased
200
Reduced
157
Closed
55
Calls
$22.7M
Puts
$28.7M
Net Calls
-$6.03M
Net Calls Change
-$12.5M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$123M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$410M
3
Wells Fargo
3
Wells Fargo
California
$127M
4
BlackRock
4
BlackRock
New York
$939M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$62.5M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$775M
2
Swedbank
2
Swedbank
Sweden
$71.1M
3
DC
3
Davenport & Co
Virginia
$128M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$164M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNIM
51
Vaughan Nelson Investment Management
Texas
$26.1M +$4.82M +20,200 +23%
MFWM
52
Motley Fool Wealth Management
Virginia
$25.7M -$938K -3,929 -4%
CAI
53
Capital Advisors Inc
Oklahoma
$25.4M +$2.46M +10,288 +11%
Renaissance Technologies
54
Renaissance Technologies
New York
$23.4M -$5.09M -21,300 -18%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$23.4M +$2.39M +10,006 +11%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$22.7M +$9.56M +40,019 +73%
AAMU
57
AEGON Asset Management (UK)
United Kingdom
$22.1M -$3.82M -16,012 -15%
Nuveen Asset Management
58
Nuveen Asset Management
Illinois
$21.9M -$6.24M -26,145 -22%
Legal & General Group
59
Legal & General Group
United Kingdom
$19.1M +$463K +1,940 +2%
Swiss National Bank
60
Swiss National Bank
Switzerland
$18.6M -$71.6K -300 -0.4%
GCM
61
Geneva Capital Management
Wisconsin
$18.1M -$110K -461 -0.6%
Ninety One (UK)
62
Ninety One (UK)
United Kingdom
$17.9M -$3.77M -15,775 -17%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$17.8M -$455K -1,904 -2%
CCA
64
Conestoga Capital Advisors
Pennsylvania
$17.5M -$23.9K -100 -0.1%
CRC
65
Curi RMB Capital
Illinois
$17M +$4.18M +17,508 +33%
Stifel Financial
66
Stifel Financial
Missouri
$17M +$9.87M +41,339 +139%
AQR Capital Management
67
AQR Capital Management
Connecticut
$16.4M -$9.8M -41,346 -37%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$16.3M -$442K -1,850 -3%
SCM
69
Sandler Capital Management
New York
$16M -$6.93M -29,001 -30%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$15.6M +$4.6M +19,273 +42%
PM
71
Pembroke Management
Quebec, Canada
$15.4M +$4.56M +19,086 +42%
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$15.1M -$264K -1,107 -2%
AllianceBernstein
73
AllianceBernstein
Tennessee
$15M +$3.05M +12,759 +25%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$14.7M -$822K -3,444 -5%
UBS AM
75
UBS AM
Illinois
$14.5M -$654K -2,739 -4%
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