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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 %
PMIA
101
Patrick Mauro Investment Advisor
Illinois
$9.63M +$9.63M +37,415 New
CIA
102
Covington Investment Advisors
Pennsylvania
$9.59M +$94K +365 +1%
Franklin Resources
103
Franklin Resources
California
$9.58M -$29.6K -115 -0.3%
BST
104
Bath Savings Trust
Maine
$9.45M +$466K +1,811 +5%
Millennium Management
105
Millennium Management
New York
$9.28M -$5.84M -22,664 -39%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$9.25M -$301K -1,170 -3%
SFI
107
Susquehanna Fundamental Investments
Pennsylvania
$8.62M +$8.62M +33,496 New
BCM
108
Buckhead Capital Management
Georgia
$8.43M -$771K -2,993 -8%
WDA
109
Wendell David Associates
New Hampshire
$8.08M +$238K +925 +3%
PCA
110
Prospect Capital Advisors
California
$8.05M +$1.45M +5,630 +22%
CS
111
Credit Suisse
Switzerland
$7.93M +$24.2K +94 +0.3%
2
112
2Xideas
Switzerland
$7.53M -$1.58M -6,137 -17%
CI
113
Cambiar Investors
Colorado
$7.51M -$1.74M -6,767 -19%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$7.33M +$248K +965 +4%
HA
115
Heartland Advisors
Wisconsin
$7.15M +$3.12M +12,134 +78%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.95M -$224K -869 -3%
LWCFA
117
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.92M +$384K +1,491 +6%
MOACM
118
Mutual of America Capital Management
New York
$6.87M -$271K -1,051 -4%
VI
119
Vestcor Inc
New Brunswick, Canada
$6.57M +$108K +419 +2%
Squarepoint
120
Squarepoint
New York
$6.54M +$680K +2,642 +12%
AB
121
Amalgamated Bank
New York
$6.52M +$183K +709 +3%
TC
122
TownSquare Capital
Utah
$6.43M +$167K +648 +3%
DCP
123
Distillate Capital Partners
Illinois
$6.39M +$6.39M +23,915 New
AACP
124
Advantage Alpha Capital Partners
California
$6.27M +$6.27M +24,345 New
Canada Life
125
Canada Life
Manitoba, Canada
$6.24M +$626K +2,433 +11%
3 4
5
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