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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 %
Two Sigma Advisers
201
Two Sigma Advisers
New York
$2.1M +$1.77M +5,800 +527%
IMRF
202
Illinois Municipal Retirement Fund
Illinois
$2.07M – – –
Teacher Retirement System of Texas
203
Teacher Retirement System of Texas
Texas
$2.07M +$136K +445 +7%
NMERB
204
New Mexico Educational Retirement Board
New Mexico
$2.07M – – –
BEI
205
Benjamin Edwards Inc
Missouri
$2.07M +$174K +570 +9%
ACA
206
Aptus Capital Advisors
Alabama
$2.06M +$154K +504 +8%
IWA
207
Intercontinental Wealth Advisors
Texas
$2.02M -$7.62K -25 -0.4%
AG
208
AIA Group
Hong Kong
$1.98M -$3.15M -10,324 -61%
BFEC
209
Benjamin F. Edwards & Company
Missouri
$1.9M +$6.09K +20 +0.3%
KJHP
210
K.J. Harrison & Partners
Ontario, Canada
$1.83M – – –
CCM
211
Coldstream Capital Management
Washington
$1.83M -$717K -2,352 -28%
TAM
212
Tocqueville Asset Management
New York
$1.82M -$52.4K -172 -3%
VRS
213
Virginia Retirement Systems
Virginia
$1.8M +$305K +1,000 +20%
URS
214
Utah Retirement Systems
Utah
$1.77M -$30.5K -100 -2%
TFCM
215
Taylor Frigon Capital Management
Arizona
$1.75M -$27.1K -89 -2%
EWM
216
Empirical Wealth Management
Washington
$1.73M +$852K +2,797 +97%
VOYA Investment Management
217
VOYA Investment Management
Georgia
$1.72M +$15.5K +51 +0.9%
LF
218
Lee Financial
Texas
$1.7M +$2.44K +8 +0.1%
CCB
219
Cutter & Co Brokerage
Missouri
$1.69M – – –
NMIMC
220
Northwestern Mutual Investment Management Company
Wisconsin
$1.67M +$3.35K +11 +0.2%
Osaic Holdings
221
Osaic Holdings
Arizona
$1.67M +$105K +332 +7%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$1.62M -$1.23M -4,022 -43%
AI
223
Atria Investments
North Carolina
$1.61M -$119K -390 -7%
UBS Group
224
UBS Group
Switzerland
$1.57M -$1.79M -5,889 -53%
Federated Hermes
225
Federated Hermes
Pennsylvania
$1.56M -$187K -615 -11%
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9
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