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Watsco
WSO

Overview Fund Activity

537 hedge funds and large institutions have $8.59B invested in Watsco in 2022 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 195 increasing their positions, 176 reducing their positions, and 50 closing their positions.

Holders
537
Holders Change
+22
Holders Change %
+4.27%
% of All Funds
9.29%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
78
Increased
195
Reduced
176
Closed
50
Calls
$21.5M
Puts
$12.5M
Net Calls
+$9.04M
Net Calls Change
+$15.1M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$74M
2
RJA
2
Raymond James & Associates
Florida
$94.8M
3
William Blair & Company
3
William Blair & Company
Illinois
$180M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$29.7M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$24.7M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$812M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$52.5M
3
SCM
3
Sandler Capital Management
New York
$3.97M
4
Capital World Investors
4
Capital World Investors
California
$277M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$31.7M +$2.38M +9,257 +8%
Invesco
52
Invesco
Georgia
$31.3M +$1.3M +5,048 +4%
William Blair Investment Management
53
William Blair Investment Management
Illinois
$29.7M +$29.7M +115,462 New
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$28.9M +$749K +2,911 +3%
MFWM
55
Motley Fool Wealth Management
Virginia
$26.9M -$802K -3,114 -3%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$26.4M +$1.92M +7,446 +8%
Adage Capital Partners
57
Adage Capital Partners
Massachusetts
$24.7M +$19.4M +75,161 +361%
AAMU
58
AEGON Asset Management (UK)
United Kingdom
$23.4M -$441K -1,714 -2%
CAI
59
Capital Advisors Inc
Oklahoma
$23.4M -$2.35M -9,721 -9%
Nuveen Asset Management
60
Nuveen Asset Management
Illinois
$23.2M -$445K -1,730 -2%
Swiss National Bank
61
Swiss National Bank
Switzerland
$20.2M +$206K +800 +1%
Legal & General Group
62
Legal & General Group
United Kingdom
$20.1M -$438K -1,701 -2%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$19.4M +$211K +820 +1%
CCA
64
Conestoga Capital Advisors
Pennsylvania
$19.3M +$358K +1,390 +2%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$19.2M +$1.7M +6,588 +10%
GCM
66
Geneva Capital Management
Wisconsin
$19.1M -$378K -1,467 -2%
CRC
67
Curi RMB Capital
Illinois
$18.4M +$144K +558 +0.8%
Ninety One (UK)
68
Ninety One (UK)
United Kingdom
$18.2M -$1.08M -4,205 -6%
Stifel Financial
69
Stifel Financial
Missouri
$17.7M -$609K -2,366 -3%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$17.6M +$780K +3,029 +5%
PM
71
Pembroke Management
Quebec, Canada
$16.4M -$279K -1,085 -2%
AllianceBernstein
72
AllianceBernstein
Tennessee
$16.1M -$122K -473 -0.8%
RRAM
73
River Road Asset Management
Kentucky
$15.9M +$8.08M +31,394 +103%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$15.6M -$284K -1,104 -2%
T. Rowe Price Investment Management
75
T. Rowe Price Investment Management
Maryland
$15.1M +$15.1M +58,730 New
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