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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 %
AA
176
ALPS Advisors
Colorado
$4.77M +$465K +1,462 +11%
COPPSERS
177
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.77M +$5.73K +18 +0.1%
BMSSC
178
B. Metzler seel. Sohn & Co
Germany
$4.71M -$1.53M -4,800 -24%
WCM Investment Management
179
WCM Investment Management
California
$4.71M +$44.9K +141 +1%
Barclays
180
Barclays
United Kingdom
$4.67M +$778K +2,445 +20%
WFMPM
181
Woodley Farra Manion Portfolio Management
Indiana
$4.62M +$2.05M +6,436 +80%
LIP
182
Lighthouse Investment Partners
Florida
$4.58M +$3.04M +9,546 +197%
GIA
183
GHP Investment Advisors
Colorado
$4.53M +$262K +825 +6%
AAM
184
Advisors Asset Management
Colorado
$4.34M -$1.68M -5,266 -28%
HPIA
185
Hamilton Point Investment Advisors
North Carolina
$4.31M +$40.4K +127 +0.9%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$4.23M +$1.15M +3,606 +37%
VOYA Investment Management
187
VOYA Investment Management
Georgia
$4.23M +$104K +326 +3%
CT
188
Cambridge Trust
Massachusetts
$4.23M -$2.31M -7,256 -35%
LPL Financial
189
LPL Financial
California
$4.18M +$723K +2,273 +21%
BCI
190
Brinker Capital Investments
Pennsylvania
$3.94M -$428K -1,344 -10%
OPS
191
Orion Portfolio Solutions
Nebraska
$3.94M +$3.94M +12,380 New
CCB
192
Cutter & Co Brokerage
Missouri
$3.9M -$34.7K -109 -0.9%
US Bancorp
193
US Bancorp
Minnesota
$3.85M +$321K +1,010 +9%
GAM
194
Gotham Asset Management
New York
$3.85M +$1.17M +3,665 +43%
JFG
195
Jefferies Financial Group
New York
$3.85M +$3.85M +12,107 New
KIC
196
Kensington Investment Counsel
California
$3.83M +$136K +429 +4%
AP
197
Appleton Partners
Massachusetts
$3.82M -$395K -1,241 -9%
Lazard Asset Management
198
Lazard Asset Management
New York
$3.74M +$2.07M +6,505 +124%
Connor, Clark & Lunn Investment Management (CC&L)
199
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.65M +$3.34M +10,509 +1,098%
Russell Investments Group
200
Russell Investments Group
United Kingdom
$3.65M +$175K +551 +5%
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