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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 %
CG
101
Cynosure Group
Utah
$9.11M -$302K -1,210 -3%
Massachusetts Financial Services
102
Massachusetts Financial Services
Massachusetts
$9.02M -$1.17M -4,687 -11%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$9.01M +$54.9K +220 +0.6%
BCM
104
Buckhead Capital Management
Georgia
$8.58M +$416K +1,669 +5%
PCA
105
Prospect Capital Advisors
California
$8.33M +$532K +2,135 +7%
2
106
2Xideas
Switzerland
$7.95M +$661K +2,650 +9%
WDA
107
Wendell David Associates
New Hampshire
$7.83M +$4.99K +20 +0.1%
LWCFA
108
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.76M +$1.06M +4,259 +16%
CS
109
Credit Suisse
Switzerland
$7.6M -$74.8K -300 -1%
Adage Capital Partners
110
Adage Capital Partners
Massachusetts
$7.5M -$16.4M -65,932 -69%
CI
111
Cambiar Investors
Colorado
$7.27M -$6.73K -27 -0.1%
Canada Life
112
Canada Life
Manitoba, Canada
$7.17M +$1.11M +4,442 +18%
SAM
113
Southernsun Asset Management
Tennessee
$7.01M -$2.95M -11,847 -30%
Citigroup
114
Citigroup
New York
$6.97M -$2.83M -11,354 -29%
SSA
115
Schonfeld Strategic Advisors
New York
$6.96M +$2.52M +10,121 +57%
MOACM
116
Mutual of America Capital Management
New York
$6.81M +$160K +643 +2%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$6.81M -$293K -1,175 -4%
AB
118
Amalgamated Bank
New York
$6.72M +$403K +1,615 +6%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.69M -$39.9K -160 -0.6%
TC
120
TownSquare Capital
Utah
$6.54M +$309K +1,237 +5%
VI
121
Vestcor Inc
New Brunswick, Canada
$6.28M -$87.3K -350 -1%
VIA
122
Vident Investment Advisory
Georgia
$6.09M +$65.3K +262 +1%
Allianz Asset Management
123
Allianz Asset Management
Germany
$6.06M +$529K +2,122 +10%
ONB
124
Old National Bancorp
Indiana
$6.03M +$243K +973 +4%
SIC
125
Schwartz Investment Counsel
Michigan
$5.99M – – –
3 4
5
6 7