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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.

New
Increased
Maintained
Reduced
Closed
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
Hamlin Capital Management
New York
$64.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$426M
3
BG
Bahl & Gaynor
Ohio
$130M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$50M
5
Corient Private Wealth
Corient Private Wealth
Florida
$49.3M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$630M
2
Renaissance Technologies
Renaissance Technologies
New York
$12.8M
3
Capital World Investors
Capital World Investors
California
$289M
4
Millennium Management
Millennium Management
New York
$10.9M
5
DC
Davenport & Co
Virginia
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
Buckhead Capital Management
Georgia
$9.3M -$1.64M -5,157 -15%
Canada Life
127
Canada Life
Manitoba, Canada
$9.06M -$59.8K -188 -0.7%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$9.04M +$2.31M +7,275 +34%
PCA
129
Prospect Capital Advisors
California
$8.83M -$1.79M -5,640 -17%
SAM
130
Southernsun Asset Management
Tennessee
$8.72M -$224K -703 -3%
ONB
131
Old National Bancorp
Indiana
$8.68M +$984K +3,094 +13%
CG
132
Cynosure Group
Utah
$8.56M -$3.06M -9,610 -26%
MOACM
133
Mutual of America Capital Management
New York
$8.51M -$178K -559 -2%
TC
134
TownSquare Capital
Utah
$8.3M -$40.4K -127 -0.5%
AQR Capital Management
135
AQR Capital Management
Connecticut
$8.24M +$1.16M +3,656 +16%
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.21M -$327K -1,028 -4%
DS
137
Dudley & Shanley
Florida
$8.11M +$8.11M +25,490 New
American Century Companies
138
American Century Companies
Missouri
$7.77M +$6.35M +19,968 +449%
AB
139
Amalgamated Bank
New York
$7.71M -$858K -2,696 -10%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$7.69M -$995K -3,126 -11%
SIC
141
Schwartz Investment Counsel
Michigan
$7.64M – – –
TBA
142
Tower Bridge Advisors
Pennsylvania
$7.56M -$50.6K -159 -0.7%
OAM
143
Oppenheimer Asset Management
New York
$7.56M +$143K +451 +2%
Citigroup
144
Citigroup
New York
$7.44M -$1.45M -4,559 -16%
ECM
145
ExodusPoint Capital Management
New York
$7.31M +$7.05M +22,153 +2,675%
Osaic Holdings
146
Osaic Holdings
Arizona
$7.12M +$687K +2,157 +11%
BBHC
147
Brown Brothers Harriman & Co
New York
$7.09M +$5.93M +18,634 +512%
CIC
148
Carnegie Investment Counsel
Ohio
$7.06M +$5.48M +17,210 +345%
MGWM
149
Marks Group Wealth Management
Minnesota
$6.99M +$264K +830 +4%
ROC
150
Running Oak Capital
Minnesota
$6.87M +$265K +832 +4%
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