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Watsco
WSO

Overview Fund Activity

567 hedge funds and large institutions have $8.45B invested in Watsco in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 176 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+30
Holders Change %
+5.59%
% of All Funds
9.15%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
92
Increased
213
Reduced
176
Closed
53
Calls
$19.4M
Puts
$12.9M
Net Calls
+$6.46M
Net Calls Change
-$2.58M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$52.3M
2
Millennium Management
2
Millennium Management
New York
$38.9M
3
BlackRock
3
BlackRock
New York
$1B
4
First Trust Advisors
4
First Trust Advisors
Illinois
$110M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$289M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$409M
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$0
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$7.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.9M
5
MFAM
5
Motley Fool Asset Management
Virginia
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFAM
51
Motley Fool Asset Management
Virginia
$28.7M -$9.97M -39,991 -26%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$28.4M +$462K +1,854 +2%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$26.1M +$556K +2,229 +2%
William Blair Investment Management
54
William Blair Investment Management
Illinois
$24.8M -$4M -16,050 -14%
CAI
55
Capital Advisors Inc
Oklahoma
$24.2M +$105K +420 +0.4%
Invesco
56
Invesco
Georgia
$23.4M -$6.9M -27,648 -23%
AAMU
57
AEGON Asset Management (UK)
United Kingdom
$22.7M – – –
Nuveen Asset Management
58
Nuveen Asset Management
Illinois
$22.7M +$217K +871 +1%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$22M +$18.9M +75,980 +623%
Citadel Advisors
60
Citadel Advisors
Florida
$21.9M +$11.9M +47,565 +118%
MFWM
61
Motley Fool Wealth Management
Virginia
$20.5M -$5.55M -22,254 -21%
Swiss National Bank
62
Swiss National Bank
Switzerland
$20M +$374K +1,500 +2%
Legal & General Group
63
Legal & General Group
United Kingdom
$19.8M +$297K +1,192 +2%
CCA
64
Conestoga Capital Advisors
Pennsylvania
$19.1M +$399K +1,600 +2%
WGAM
65
Wilkinson Global Asset Management
New York
$19.1M +$7.42M +29,745 +64%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$19M +$364K +1,461 +2%
CRC
67
Curi RMB Capital
Illinois
$18.6M +$773K +3,098 +4%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$18.5M -$239K -959 -1%
GCM
69
Geneva Capital Management
Wisconsin
$16.7M -$1.81M -7,255 -10%
Stifel Financial
70
Stifel Financial
Missouri
$16.2M -$874K -3,504 -5%
AWM
71
AE Wealth Management
Kansas
$15.7M +$4.16M +16,665 +36%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$15.5M -$1.53M -6,142 -9%
PM
73
Pembroke Management
Quebec, Canada
$15.4M -$450K -1,806 -3%
UBS AM
74
UBS AM
Illinois
$15.3M +$1.54M +6,176 +11%
RRAM
75
River Road Asset Management
Kentucky
$15.2M -$246K -988 -2%
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