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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 %
AIP
201
Ameritas Investment Partners
Nebraska
$2.36M +$18.6K +68 +0.8%
ASRS
202
Arizona State Retirement System
Arizona
$2.34M +$89K +357 +4%
FDS
203
Freedom Day Solutions
Texas
$2.3M -$142K -569 -6%
AI
204
Atria Investments
North Carolina
$2.27M -$210K -842 -8%
TI
205
Trexquant Investment
Connecticut
$2.24M +$2.24M +8,979 New
HAIM
206
Hunter Associates Investment Management
Pennsylvania
$2.22M -$224K -900 -9%
LSERS
207
Louisiana State Employees Retirement System
Louisiana
$2.22M +$24.9K +100 +1%
BFEC
208
Benjamin F. Edwards & Company
Missouri
$2.22M +$534K +2,142 +32%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$2.21M -$7.71M -30,892 -78%
Ensign Peak Advisors
210
Ensign Peak Advisors
Utah
$2.2M -$486K -1,950 -18%
BOSSRA
211
B.O.S.S. Retirement Advisors
Utah
$2.18M +$2.18M +8,758 New
JIC
212
Johnson Investment Counsel
Ohio
$2.18M +$415K +1,664 +24%
VRS
213
Virginia Retirement Systems
Virginia
$2.17M – – –
SOMRS
214
State of Michigan Retirement System
Michigan
$2.12M +$24.9K +100 +1%
GAM
215
Gotham Asset Management
New York
$2.11M +$426K +1,709 +25%
CF
216
Centaurus Financial
California
$2.07M -$216K -866 -9%
WFMPM
217
Woodley Farra Manion Portfolio Management
Indiana
$2.02M -$73.8K -296 -4%
QT
218
Quantbot Technologies
New York
$2M +$1.83M +7,335 +1,054%
BF
219
BOK Financial
Oklahoma
$1.94M +$36.7K +147 +2%
NW
220
NewEdge Wealth
Pennsylvania
$1.93M -$7.48K -30 -0.4%
IWA
221
Intercontinental Wealth Advisors
Texas
$1.92M -$77.6K -311 -4%
OC
222
Oppenheimer & Co
New York
$1.91M -$103K -411 -5%
RFC
223
Regions Financial Corp
Alabama
$1.89M +$29.2K +117 +2%
SYBT
224
Stock Yards Bank & Trust
Kentucky
$1.83M – – –
AG
225
Algert Global
California
$1.8M -$793K -3,180 -31%
7 8
9
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