515 hedge funds and large institutions have $7.74B invested in Watsco in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 157 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
8.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
83
Increased
200
Reduced
157
Closed
55
Calls
$22.7M
Puts
$28.7M
Net Calls
-$6.03M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FT
201
Fiduciary Trust
Massachusetts
$1.9M -$641K -2,685 -25%
IIM
202
INTECH Investment Management
Florida
$1.85M +$1.85M +7,749 New
RS
203
Robeco Schweiz
Switzerland
$1.84M +$1.84M +7,700 New
BPA
204
Beacon Pointe Advisors
California
$1.81M -$140K -586 -7%
FA
205
FDx Advisors
Illinois
$1.79M +$954K +3,995 +114%
NW
206
NewEdge Wealth
Pennsylvania
$1.79M +$1.79M +7,484 New
AI
207
Atria Investments
North Carolina
$1.76M +$500K +2,094 +40%
HWAM
208
Hennion & Walsh Asset Management
New Jersey
$1.76M +$79.3K +332 +5%
SYBT
209
Stock Yards Bank & Trust
Kentucky
$1.76M
BF
210
BOK Financial
Oklahoma
$1.76M -$1.19K -5 -0.1%
TPCW
211
TD Private Client Wealth
New York
$1.69M +$1.54M +6,440 +1,014%
JIC
212
Johnson Investment Counsel
Ohio
$1.69M -$215K -900 -11%
BEI
213
Benjamin Edwards Inc
Missouri
$1.66M +$37.5K +157 +2%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$1.62M -$865K -3,623 -35%
HI
215
Horizon Investments
North Carolina
$1.54M +$1.54M +6,506 New
Citadel Advisors
216
Citadel Advisors
Florida
$1.53M -$7.22M -30,206 -83%
BFEC
217
Benjamin F. Edwards & Company
Missouri
$1.52M +$30.6K +128 +2%
CCM
218
Coldstream Capital Management
Washington
$1.49M +$59K +247 +4%
PP
219
PDT Partners
New York
$1.42M +$1.42M +5,933 New
AG
220
AIA Group
Hong Kong
$1.41M -$148K -620 -10%
URS
221
Utah Retirement Systems
Utah
$1.39M
TFCM
222
Taylor Frigon Capital Management
Arizona
$1.37M -$8.36K -35 -0.6%
X
223
Xponance
Pennsylvania
$1.36M +$499K +2,089 +58%
TAM
224
Tocqueville Asset Management
New York
$1.35M -$76.4K -320 -5%
LF
225
Lee Financial
Texas
$1.35M +$12.2K +51 +0.9%