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Watsco
WSO

Overview Fund Activity

769 hedge funds and large institutions have $16.6B invested in Watsco in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 321 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+28
Holders Change %
+3.78%
% of All Funds
11.19%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
106
Increased
242
Reduced
321
Closed
65
Calls
$48.5M
Puts
$36.7M
Net Calls
+$11.8M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$288M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.52B
3
Citadel Advisors
3
Citadel Advisors
Florida
$133M
4
Swedbank
4
Swedbank
Sweden
$88.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$69.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$129M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$712M
3
Norges Bank
3
Norges Bank
Norway
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$243M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$63.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
226
Pathstone Holdings
New Jersey
$4.58M +$489K +1,056 +12%
FT
227
Fiduciary Trust
Massachusetts
$4.48M -$78.8K -170 -2%
EWM
228
Empirical Wealth Management
Washington
$4.34M +$70.9K +153 +2%
ASRS
229
Arizona State Retirement System
Arizona
$4.32M +$2.78K +6 +0.1%
LIP
230
Lighthouse Investment Partners
Florida
$4.27M +$4.27M +9,212 New
Nomura Asset Management
231
Nomura Asset Management
Japan
$4.23M +$172K +372 +4%
LSERS
232
Louisiana State Employees Retirement System
Louisiana
$4.22M +$46.3K +100 +1%
AI
233
Atria Investments
North Carolina
$4.14M +$579K +1,250 +16%
MC
234
Middleton & Co
Massachusetts
$4.13M -$338K -730 -8%
DADC
235
D.A. Davidson & Co
Montana
$4.04M +$88.5K +191 +2%
OC
236
Oppenheimer & Co
New York
$4.03M +$349K +754 +9%
AP
237
Appleton Partners
Massachusetts
$4.03M -$410K -886 -9%
Korea Investment Corp
238
Korea Investment Corp
South Korea
$3.95M -$4.98M -10,741 -56%
JCA
239
Jade Capital Advisors
New Jersey
$3.94M +$3.94M +8,500 New
AWAU
240
Alliance Wealth Advisors (Utah)
Utah
$3.87M +$109K +236 +3%
SOMRS
241
State of Michigan Retirement System
Michigan
$3.84M – – –
DnB Asset Management
242
DnB Asset Management
Norway
$3.8M +$82.5K +178 +2%
FAFTFSNP
243
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$3.76M +$3.76M +8,119 New
GIA
244
GHP Investment Advisors
Colorado
$3.7M -$233K -502 -6%
OPS
245
Orion Portfolio Solutions
Nebraska
$3.69M -$311K -672 -8%
BCI
246
Brinker Capital Investments
Pennsylvania
$3.69M -$311K -672 -8%
PI
247
PEAK6 Investments
Illinois
$3.62M +$50.5K +109 +1%
SA
248
Sanctuary Advisors
Indiana
$3.54M +$3.54M +7,981 New
FDS
249
Freedom Day Solutions
Texas
$3.51M -$37.5K -81 -1%
SI
250
Shaker Investments
Ohio
$3.5M -$2.32K -5 -0.1%
8 9
10
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