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Watsco
WSO

Overview Fund Activity

613 hedge funds and large institutions have $11B invested in Watsco in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 244 increasing their positions, 179 reducing their positions, and 49 closing their positions.

Holders
613
Holders Change
+46
Holders Change %
+8.11%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.27%
New
101
Increased
244
Reduced
179
Closed
49
Calls
$24.3M
Puts
$130M
Net Calls
-$106M
Net Calls Change
-$112M

Top Buyers

1
HCM
1
Hamlin Capital Management
New York
$64.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$426M
3
BG
3
Bahl & Gaynor
Ohio
$130M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$50M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$49.3M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$630M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$12.8M
3
Capital World Investors
3
Capital World Investors
California
$289M
4
Millennium Management
4
Millennium Management
New York
$10.9M
5
DC
5
Davenport & Co
Virginia
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$36M -$267K -840 -0.7%
Macquarie Group
52
Macquarie Group
Australia
$36M -$11.2M -35,295 -24%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$34.8M +$1.49M +4,682 +4%
MFAM
54
Motley Fool Asset Management
Virginia
$33.9M -$2.72M -8,554 -7%
Victory Capital Management
55
Victory Capital Management
Texas
$33.1M -$11.5M -35,995 -26%
CAI
56
Capital Advisors Inc
Oklahoma
$31.4M +$499K +1,568 +2%
William Blair Investment Management
57
William Blair Investment Management
Illinois
$30.6M -$1.08M -3,383 -3%
AAMU
58
AEGON Asset Management (UK)
United Kingdom
$28.9M – – –
Nuveen Asset Management
59
Nuveen Asset Management
Illinois
$28.4M -$470K -1,477 -2%
CRC
60
Curi RMB Capital
Illinois
$26.3M +$2.54M +7,998 +11%
Legal & General Group
61
Legal & General Group
United Kingdom
$25.5M +$232K +730 +0.9%
MFWM
62
Motley Fool Wealth Management
Virginia
$25.4M -$815K -2,563 -3%
T. Rowe Price Investment Management
63
T. Rowe Price Investment Management
Maryland
$25.4M +$6.07M +19,086 +31%
CCA
64
Conestoga Capital Advisors
Pennsylvania
$24.7M +$329K +1,035 +1%
WGAM
65
Wilkinson Global Asset Management
New York
$24.2M -$143K -450 -0.6%
JPMPWA
66
J.P. Morgan Private Wealth Advisors
California
$23.7M +$67.5K +212 +0.3%
Swiss National Bank
67
Swiss National Bank
Switzerland
$22.8M -$2.67M -8,400 -10%
VNIM
68
Vaughan Nelson Investment Management
Texas
$22.7M -$18.8M -59,225 -45%
AllianceBernstein
69
AllianceBernstein
Tennessee
$22.5M +$6.74M +21,192 +43%
Stifel Financial
70
Stifel Financial
Missouri
$21.9M +$1.17M +3,679 +6%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$21.8M -$2.39M -7,511 -10%
GCM
72
Geneva Capital Management
Wisconsin
$21.7M +$439K +1,380 +2%
Ameriprise
73
Ameriprise
Minnesota
$20.8M +$4.97M +15,625 +31%
UBS AM
74
UBS AM
Illinois
$20.3M +$767K +2,411 +4%
RRAM
75
River Road Asset Management
Kentucky
$20.2M +$843K +2,651 +4%
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