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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 %
Renaissance Technologies
101
Renaissance Technologies
New York
$12.8M -$55.1M -173,200 -81%
Point72 Asset Management
102
Point72 Asset Management
Connecticut
$12.7M +$12.7M +40,012 New
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$12.7M -$1.49M -4,696 -11%
BST
104
Bath Savings Trust
Maine
$12.5M +$470K +1,478 +4%
Luther King Capital Management (LKCM)
105
Luther King Capital Management (LKCM)
Texas
$12.3M +$5.67M +17,811 +85%
CIA
106
Covington Investment Advisors
Pennsylvania
$12.3M +$103K +325 +0.8%
DnB Asset Management
107
DnB Asset Management
Norway
$11.9M -$3.71M -11,673 -24%
Citadel Advisors
108
Citadel Advisors
Florida
$11.8M -$16.1M -50,629 -58%
Massachusetts Financial Services
109
Massachusetts Financial Services
Massachusetts
$11.6M +$88.4K +278 +0.8%
PMIA
110
Patrick Mauro Investment Advisor
Illinois
$11.5M -$685K -2,152 -6%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$11.2M -$328K -1,030 -3%
Jane Street
112
Jane Street
New York
$11.1M +$10.6M +33,236 +1,962%
Millennium Management
113
Millennium Management
New York
$10.9M -$38.7M -121,748 -78%
LWCFA
114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.7M +$823K +2,587 +8%
HA
115
Heartland Advisors
Wisconsin
$10.7M -$2.72M -8,550 -20%
UBS Group
116
UBS Group
Switzerland
$10.6M +$6.63M +20,847 +165%
Squarepoint
117
Squarepoint
New York
$10.6M -$3.43M -10,788 -24%
WDA
118
Wendell David Associates
New Hampshire
$10.5M +$468K +1,470 +5%
SSA
119
Schonfeld Strategic Advisors
New York
$10.3M +$1.46M +4,584 +16%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$10M +$4.36M +13,718 +77%
VIA
121
Vident Investment Advisory
Georgia
$9.84M +$2.06M +6,481 +27%
CI
122
Cambiar Investors
Colorado
$9.81M +$537K +1,688 +6%
CS
123
Credit Suisse
Switzerland
$9.69M -$5.41K -17 -0.1%
TPSF
124
Texas Permanent School Fund
Texas
$9.49M +$2.38M +7,468 +33%
Allianz Asset Management
125
Allianz Asset Management
Germany
$9.44M +$1.7M +5,355 +22%
3 4
5
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