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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 %
VAS
151
Vestmark Advisory Solutions
Massachusetts
$4.64M -$214K -859 -4%
FNBT
152
FineMark National Bank & Trust
Florida
$4.6M +$89.8K +360 +2%
ACM
153
Advisors Capital Management
New Jersey
$4.56M +$334K +1,339 +8%
D.E. Shaw & Co
154
D.E. Shaw & Co
New York
$4.45M +$3.85M +15,422 +640%
NEI
155
Northwest & Ethical Investments
Ontario, Canada
$4.4M +$398K +1,597 +10%
YCM
156
Yousif Capital Management
Michigan
$4.37M +$33.2K +133 +0.8%
NGA
157
Naples Global Advisors
Florida
$4.28M +$424K +1,700 +11%
AIM
158
Arcadia Investment Management
Michigan
$4.27M -$92.3K -370 -2%
DA
159
Duality Advisers
Florida
$4.15M +$804K +3,222 +24%
IIM
160
Ipswich Investment Management
Massachusetts
$4.14M +$386K +1,547 +10%
LCM
161
LRT Capital Management
Texas
$4.1M +$420K +1,684 +11%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$4.01M -$137K -550 -3%
EP
163
Edgestream Partners
New Jersey
$3.77M +$3.77M +15,135 New
HighTower Advisors
164
HighTower Advisors
Illinois
$3.77M -$1.21M -4,909 -24%
KJHP
165
K.J. Harrison & Partners
Ontario, Canada
$3.74M – – –
COPPSERS
166
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.73M +$448K +1,798 +14%
WCM Investment Management
167
WCM Investment Management
California
$3.65M +$2.94M +11,793 +412%
AWA
168
Arete Wealth Advisors
Illinois
$3.49M +$3.49M +20,000 New
BCI
169
Brinker Capital Investments
Pennsylvania
$3.42M -$369K -1,478 -10%
AA
170
ALPS Advisors
Colorado
$3.38M +$305K +1,223 +10%
HPIA
171
Hamilton Point Investment Advisors
North Carolina
$3.35M +$29.2K +117 +0.9%
GIA
172
GHP Investment Advisors
Colorado
$3.35M +$1.25M +5,012 +60%
AP
173
Appleton Partners
Massachusetts
$3.3M -$952K -3,815 -22%
EAM
174
Eagle Asset Management
Florida
$3.26M -$27.1K -106 -0.8%
VOYA Investment Management
175
VOYA Investment Management
Georgia
$3.24M -$20.2K -81 -0.6%
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