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Watsco
WSO

Overview Fund Activity

537 hedge funds and large institutions have $8.59B invested in Watsco in 2022 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 195 increasing their positions, 176 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+22
Holders Change %
+4.27%
% of All Funds
9.29%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
78
Increased
195
Reduced
176
Closed
50
Calls
$21.5M
Puts
$12.5M
Net Calls
+$9.04M
Net Calls Change
+$15.1M

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$74M
2
RJA
Raymond James & Associates
Florida
$94.8M
3
William Blair & Company
William Blair & Company
Illinois
$180M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$29.7M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$24.7M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$812M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$52.5M
3
SCM
Sandler Capital Management
New York
$3.97M
4
Capital World Investors
Capital World Investors
California
$277M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDC
151
DF Dent & Co
Maryland
$4.97M -$374K -1,451 -7%
PSP
152
Principal Street Partners
Tennessee
$4.91M +$670K +2,601 +16%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$4.84M +$1.16M +4,500 +31%
BMSSC
154
B. Metzler seel. Sohn & Co
Germany
$4.8M -$116K -450 -2%
SWP
155
Stratos Wealth Partners
Ohio
$4.8M -$305K -1,183 -6%
ACM
156
Advisors Capital Management
New Jersey
$4.75M +$1.08M +3,870 +30%
FNBT
157
FineMark National Bank & Trust
Florida
$4.66M +$150K +584 +3%
SSA
158
Schonfeld Strategic Advisors
New York
$4.58M +$4.58M +17,773 New
Comerica Bank
159
Comerica Bank
Texas
$4.54M -$130K -514 -3%
AIM
160
Arcadia Investment Management
Michigan
$4.51M +$197K +765 +5%
YCM
161
Yousif Capital Management
Michigan
$4.47M -$428K -1,661 -9%
AP
162
Appleton Partners
Massachusetts
$4.39M +$15.4K +60 +0.4%
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$4.29M +$226K +875 +6%
SBH
164
Segall Bryant & Hamill
Illinois
$4.2M +$3.71M +14,422 +758%
NEI
165
Northwest & Ethical Investments
Ontario, Canada
$4.13M +$385K +1,496 +10%
SEI Investments
166
SEI Investments
Pennsylvania
$4.12M -$243K -944 -6%
NGA
167
Naples Global Advisors
Florida
$3.98M +$88.6K +344 +2%
SCM
168
Sandler Capital Management
New York
$3.97M -$13.3M -51,659 -77%
BCI
169
Brinker Capital Investments
Pennsylvania
$3.91M -$529K -2,053 -12%
IIM
170
Ipswich Investment Management
Massachusetts
$3.88M -$25.7K -100 -0.7%
LCM
171
LRT Capital Management
Texas
$3.8M +$236K +918 +7%
Jane Street
172
Jane Street
New York
$3.58M +$3.58M +13,892 New
DA
173
Duality Advisers
Florida
$3.45M -$442K -1,717 -11%
HPIA
174
Hamilton Point Investment Advisors
North Carolina
$3.42M -$257 -1 -0%
COPPSERS
175
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.39M +$9.27K +36 +0.3%
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