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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 %
Barclays
201
Barclays
United Kingdom
$2.54M -$729K -2,829 -22%
LPL Financial
202
LPL Financial
California
$2.53M +$247K +960 +11%
HAIM
203
Hunter Associates Investment Management
Pennsylvania
$2.53M -$36.1K -140 -1%
FDS
204
Freedom Day Solutions
Texas
$2.52M -$113K -438 -4%
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$2.49M +$37.6K +146 +2%
ACA
206
Aptus Capital Advisors
Alabama
$2.47M +$144K +558 +6%
CF
207
Centaurus Financial
California
$2.36M +$27K +105 +1%
ASRS
208
Arizona State Retirement System
Arizona
$2.32M +$13.1K +51 +0.6%
LSERS
209
Louisiana State Employees Retirement System
Louisiana
$2.27M +$25.8K +100 +1%
HWAM
210
Hennion & Walsh Asset Management
New Jersey
$2.26M +$359K +1,396 +19%
VRS
211
Virginia Retirement Systems
Virginia
$2.24M +$2.24M +8,700 New
AIP
212
Ameritas Investment Partners
Nebraska
$2.2M -$74.6K -290 -3%
SG Americas Securities
213
SG Americas Securities
New York
$2.2M -$192K -747 -8%
GIA
214
GHP Investment Advisors
Colorado
$2.16M +$2.13M +8,285 +7,081%
SOMRS
215
State of Michigan Retirement System
Michigan
$2.16M -$25.7K -100 -1%
WFMPM
216
Woodley Farra Manion Portfolio Management
Indiana
$2.16M +$2.16M +8,380 New
HIIFS
217
Harel Insurance Investments & Financial Services
Israel
$2.09M +$2.09M +8,171 New
OC
218
Oppenheimer & Co
New York
$2.07M -$11.3K -44 -0.5%
IWA
219
Intercontinental Wealth Advisors
Texas
$2.07M +$6.95K +27 +0.3%
Holocene Advisors
220
Holocene Advisors
New York
$2.05M -$3.77M -14,648 -65%
NW
221
NewEdge Wealth
Pennsylvania
$2M +$71.3K +277 +4%
BF
222
BOK Financial
Oklahoma
$1.97M +$72.3K +281 +4%
RFC
223
Regions Financial Corp
Alabama
$1.92M +$1.15M +4,478 +151%
SYBT
224
Stock Yards Bank & Trust
Kentucky
$1.89M -$7.73K -30 -0.4%
BPA
225
Beacon Pointe Advisors
California
$1.84M -$124K -479 -6%
7 8
9
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