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Watsco
WSO

Overview Fund Activity

494 hedge funds and large institutions have $9.42B invested in Watsco in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-25
Holders Change %
-4.82%
% of All Funds
7.82%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
45
Increased
186
Reduced
172
Closed
64
Calls
$16.1M
Puts
$9.6M
Net Calls
+$6.46M
Net Calls Change
+$262K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$476M
2
BlackRock
BlackRock
New York
$1.15B
3
Victory Capital Management
Victory Capital Management
Texas
$36.2M
4
Charles Schwab
Charles Schwab
California
$352M
5
State Street
State Street
Massachusetts
$276M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$15.6M
2
Citadel Advisors
Citadel Advisors
Florida
$11.2M
3
Millennium Management
Millennium Management
New York
$691K
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$37.1M
5
DCM
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HPIA
151
Hamilton Point Investment Advisors
North Carolina
$3.97M +$152K +498 +4%
WGAM
152
Wilkinson Global Asset Management
New York
$3.92M – – –
Barclays
153
Barclays
United Kingdom
$3.89M -$3.03M -9,940 -44%
ACM
154
Advisors Capital Management
New Jersey
$3.83M +$250K +821 +7%
Ensign Peak Advisors
155
Ensign Peak Advisors
Utah
$3.83M – – –
NEI
156
Northwest & Ethical Investments
Ontario, Canada
$3.8M +$2.37M +7,776 +165%
Treasurer of the State of North Carolina
157
Treasurer of the State of North Carolina
North Carolina
$3.78M -$1.76M -5,792 -32%
Squarepoint
158
Squarepoint
New York
$3.7M -$761K -2,498 -17%
COPPSERS
159
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.69M +$352K +1,154 +11%
OSIA
160
O'Shares Investment Advisers
Massachusetts
$3.61M +$193K +635 +6%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$3.53M -$321K -1,052 -8%
MC
162
Middleton & Co
Massachusetts
$3.47M -$73.1K -240 -2%
US Bancorp
163
US Bancorp
Minnesota
$3.36M +$264K +865 +9%
CP
164
Cumberland Partners
Ontario, Canada
$3.31M +$822K +2,700 +33%
N
165
Natixis
France
$3.28M +$2.25M +7,400 +219%
FT
166
Fiduciary Trust
Massachusetts
$3.24M -$59.4K -195 -2%
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$3.22M -$52.4K -172 -2%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$3.17M -$35K -115 -1%
FDS
169
Freedom Day Solutions
Texas
$3.17M -$147K -483 -4%
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$3.16M +$41.7K +137 +1%
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$3.15M -$2.67M -8,778 -46%
ZIM
172
Zacks Investment Management
Illinois
$2.93M +$177K +580 +6%
PGAM
173
Princeton Global Asset Management
New Jersey
$2.9M +$95.3K +313 +3%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$2.87M -$126K -413 -4%
State of Tennessee, Department of Treasury
175
State of Tennessee, Department of Treasury
Tennessee
$2.84M – – –
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