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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.

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
1
Hamlin Capital Management
New York
$64.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$426M
3
BG
3
Bahl & Gaynor
Ohio
$130M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$50M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$49.3M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$630M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$12.8M
3
Capital World Investors
3
Capital World Investors
California
$289M
4
Millennium Management
4
Millennium Management
New York
$10.9M
5
DC
5
Davenport & Co
Virginia
$154M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.26B 3,954,471 -65,650 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.04B 3,262,133 +51,914 +2%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$630M 1,981,637 -199,423 -9%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$532M 1,670,785 +32,734 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$426M 1,337,398 +180,247 +16%
Charles Schwab
6
Charles Schwab
California
$407M 1,324,075 -39,333 -3%
State Street
7
State Street
Massachusetts
$300M 943,675 +17,832 +2%
Capital World Investors
8
Capital World Investors
California
$289M 908,300 -166,500 -15%
William Blair & Company
9
William Blair & Company
Illinois
$232M 729,870 +20,318 +3%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$216M 677,870 +422 +0.1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$211M 661,711 -20,213 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$175M 550,093 -9,189 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$173M 543,746 +1,271 +0.2%
Wells Fargo
14
Wells Fargo
California
$172M 540,375 +8,010 +2%
MG
15
Markel Group
Virginia
$168M 528,750 +28,500 +6%
DC
16
Davenport & Co
Virginia
$154M 484,577 -86,663 -15%
Mitsubishi UFJ Trust & Banking
17
Mitsubishi UFJ Trust & Banking
Japan
$145M 455,175 -16,362 -3%
BG
18
Bahl & Gaynor
Ohio
$130M 408,090 +165,831 +68%
RJA
19
Raymond James & Associates
Florida
$127M 398,978 +27,854 +8%
First Trust Advisors
20
First Trust Advisors
Illinois
$115M 362,275 -78,090 -18%
BFM
21
Boston Financial Management
Massachusetts
$114M 358,187 -3,639 -1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$107M 337,061 +43,338 +15%
Norges Bank
23
Norges Bank
Norway
$101M 317,965 +38,724 +14%
Swedbank
24
Swedbank
Sweden
$93.9M 295,000 -26,800 -8%
Northern Trust
25
Northern Trust
Illinois
$92.5M 290,594 +4,462 +2%
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