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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 %
TBA
126
Tower Bridge Advisors
Pennsylvania
$5.97M +$252K +1,009 +4%
OAM
127
Oppenheimer Asset Management
New York
$5.81M +$65.3K +262 +1%
AACP
128
Advantage Alpha Capital Partners
California
$5.75M -$323K -1,295 -5%
TPSF
129
Texas Permanent School Fund
Texas
$5.58M -$380K -1,523 -6%
Holocene Advisors
130
Holocene Advisors
New York
$5.55M +$3.57M +14,299 +180%
AQR Capital Management
131
AQR Capital Management
Connecticut
$5.55M -$92.8K -372 -2%
Comerica Bank
132
Comerica Bank
Texas
$5.48M +$567K +2,075 +12%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$5.42M +$729K +2,921 +16%
MIM
134
MetLife Investment Management
New Jersey
$5.39M -$103K -413 -2%
MGWM
135
Marks Group Wealth Management
Minnesota
$5.27M -$495K -1,985 -9%
RJFSA
136
Raymond James Financial Services Advisors
Florida
$5.27M +$9.23K +37 +0.2%
RAM
137
Redmond Asset Management
Virginia
$5.26M -$499 -2 -0%
Luther King Capital Management (LKCM)
138
Luther King Capital Management (LKCM)
Texas
$5.21M +$2.45M +9,828 +89%
ROC
139
Running Oak Capital
Minnesota
$5.18M -$210K -843 -4%
CT
140
Cambridge Trust
Massachusetts
$5.12M -$139K -557 -3%
Osaic Holdings
141
Osaic Holdings
Arizona
$5.05M +$209K +839 +4%
VCM
142
Vision Capital Management
Oregon
$5M +$36.2K +145 +0.7%
SBH
143
Segall Bryant & Hamill
Illinois
$4.98M +$906K +3,632 +22%
BMSSC
144
B. Metzler seel. Sohn & Co
Germany
$4.89M +$237K +950 +5%
SWP
145
Stratos Wealth Partners
Ohio
$4.82M +$165K +662 +4%
DDC
146
DF Dent & Co
Maryland
$4.82M +$2.25K +9 +0%
AAM
147
Advisors Asset Management
Colorado
$4.72M -$769K -3,082 -14%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.71M -$184K -737 -4%
SEI Investments
149
SEI Investments
Pennsylvania
$4.67M +$677K +2,713 +17%
State of New Jersey Common Pension Fund D
150
State of New Jersey Common Pension Fund D
New Jersey
$4.66M -$162K -651 -3%
4 5
6
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