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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 %
BCM
101
Buckhead Capital Management
Georgia
$8.53M +$936K +3,917 +12%
2
102
2Xideas
Switzerland
$8.45M -$1.5M -6,268 -15%
BST
103
Bath Savings Trust
Maine
$8.33M +$609K +2,552 +8%
Citigroup
104
Citigroup
New York
$7.76M -$3.45M -14,454 -31%
CS
105
Credit Suisse
Switzerland
$7.33M -$622K -2,603 -8%
WDA
106
Wendell David Associates
New Hampshire
$7.27M +$410K +1,715 +6%
RRAM
107
River Road Asset Management
Kentucky
$7.26M +$7.26M +30,397 New
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.65M -$23.4K -98 -0.4%
MOACM
109
Mutual of America Capital Management
New York
$6.62M -$571K -2,389 -8%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$6.57M +$4.32M +18,090 +192%
Voloridge Investment Management
111
Voloridge Investment Management
Florida
$6.2M +$4.42M +18,493 +247%
PCA
112
Prospect Capital Advisors
California
$6.12M +$6.12M +25,620 New
LWCFA
113
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.06M +$409K +1,712 +7%
VI
114
Vestcor Inc
New Brunswick, Canada
$5.99M -$181K -759 -3%
CSS
115
Cubist Systematic Strategies
Connecticut
$5.88M +$3.77M +15,779 +178%
AB
116
Amalgamated Bank
New York
$5.88M +$205K +859 +4%
TC
117
TownSquare Capital
Utah
$5.81M +$185K +776 +3%
SIC
118
Schwartz Investment Counsel
Michigan
$5.73M -$2.39M -10,000 -29%
TPSF
119
Texas Permanent School Fund
Texas
$5.73M +$133K +557 +2%
AAM
120
Advisors Asset Management
Colorado
$5.62M -$658K -2,754 -10%
CT
121
Cambridge Trust
Massachusetts
$5.55M -$3.71M -15,525 -40%
TBA
122
Tower Bridge Advisors
Pennsylvania
$5.48M +$5.48M +22,948 New
Squarepoint
123
Squarepoint
New York
$5.44M +$2.54M +10,621 +87%
MGWM
124
Marks Group Wealth Management
Minnesota
$5.4M +$278K +1,163 +5%
Holocene Advisors
125
Holocene Advisors
New York
$5.4M +$2.25M +9,417 +71%
3 4
5
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