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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 %
Legal & General Group
51
Legal & General Group
United Kingdom
$50.3M +$19.8M +51,906 +65%
Handelsbanken Fonder
52
Handelsbanken Fonder
Sweden
$48.2M -$6.9M -18,100 -13%
TCM
53
TimesSquare Capital Management
New York
$47.9M +$109K +285 +0.2%
Swiss National Bank
54
Swiss National Bank
Switzerland
$45.9M +$18.5M +48,500 +68%
Nordea Investment Management
55
Nordea Investment Management
Sweden
$44.7M -$15.3M -40,558 -26%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$44.2M +$1.01M +2,647 +2%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$42.3M -$2.48M -6,496 -6%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$40.3M -$1.43M -3,746 -3%
MFAM
59
Motley Fool Asset Management
Virginia
$39.5M -$1.15M -3,004 -3%
CAI
60
Capital Advisors Inc
Oklahoma
$38.5M +$841K +2,204 +2%
Macquarie Group
61
Macquarie Group
Australia
$37.1M -$6.07M -15,910 -14%
Nuveen Asset Management
62
Nuveen Asset Management
Illinois
$33.8M -$302K -791 -0.9%
CRC
63
Curi RMB Capital
Illinois
$30.9M -$618K -1,620 -2%
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$29.7M +$29.7M +77,984 New
CCA
65
Conestoga Capital Advisors
Pennsylvania
$29.7M +$154K +405 +0.5%
T. Rowe Price Investment Management
66
T. Rowe Price Investment Management
Maryland
$29.6M -$794K -2,081 -3%
William Blair Investment Management
67
William Blair Investment Management
Illinois
$29.3M -$7.33M -19,207 -20%
AWM
68
AE Wealth Management
Kansas
$29M +$10.4M +27,283 +56%
WGAM
69
Wilkinson Global Asset Management
New York
$28.9M -$36.2K -95 -0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
70
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.9M +$28.9M +75,658 New
Luther King Capital Management (LKCM)
71
Luther King Capital Management (LKCM)
Texas
$27.9M +$13.1M +34,467 +89%
Ameriprise
72
Ameriprise
Minnesota
$26M +$1.08M +2,821 +4%
Citadel Advisors
73
Citadel Advisors
Florida
$25.6M +$11.4M +29,995 +81%
Stifel Financial
74
Stifel Financial
Missouri
$25.5M -$738K -1,935 -3%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$25.2M -$971K -2,546 -4%
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