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Watsco
WSO

Overview Fund Activity

779 hedge funds and large institutions have $17.2B invested in Watsco in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 294 increasing their positions, 286 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.27%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
85
Increased
294
Reduced
286
Closed
67
Calls
$56M
Puts
$70.1M
Net Calls
-$14.1M
Net Calls Change
-$25.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.78B
2
BEI
Benjamin Edwards Inc
Missouri
$52.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.75B
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36.3M
5
WJWM
Williams Jones Wealth Management
New York
$62.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$27.5M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$607M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$56.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.48M
5
Capital World Investors
Capital World Investors
California
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
226
D.A. Davidson & Co
Montana
$4.47M +$182K +370 +4%
SOMRS
227
State of Michigan Retirement System
Michigan
$4.37M +$295K +600 +7%
GVAG
228
Great Valley Advisor Group
Delaware
$4.32M +$1.38M +2,816 +47%
AWAU
229
Alliance Wealth Advisors (Utah)
Utah
$4.3M +$196K +399 +5%
DnB Asset Management
230
DnB Asset Management
Norway
$4.24M +$201K +409 +5%
AI
231
Atria Investments
North Carolina
$4.24M -$162K -329 -4%
Voloridge Investment Management
232
Voloridge Investment Management
Florida
$4.18M +$1.42M +2,886 +51%
OC
233
Oppenheimer & Co
New York
$4.18M -$99.4K -202 -2%
MC
234
Middleton & Co
Massachusetts
$4.13M -$256K -520 -6%
EGM
235
Engineers Gate Manager
New York
$3.95M +$3.95M +8,028 New
FAF
236
Fjarde Ap-fonden
Sweden
$3.94M +$3.94M +8,019 New
AG
237
AIA Group
Hong Kong
$3.91M -$1.78M -3,611 -31%
NEI
238
Northwest & Ethical Investments
Ontario, Canada
$3.87M -$2.85M -5,788 -42%
Skandinaviska Enskilda Banken (SEB)
239
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.84M +$176K +358 +5%
FRAF
240
Första AP-fonden
Sweden
$3.84M +$344K +700 +10%
NMIMC
241
Northwestern Mutual Investment Management Company
Wisconsin
$3.8M +$282K +573 +8%
COPPSERS
242
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.77M +$282K +574 +8%
SI
243
Shaker Investments
Ohio
$3.72M +$5.9K +12 +0.2%
OPS
244
Orion Portfolio Solutions
Nebraska
$3.72M -$202K -411 -5%
BCI
245
Brinker Capital Investments
Pennsylvania
$3.72M -$202K -411 -5%
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$3.7M +$69.8K +142 +2%
FDS
247
Freedom Day Solutions
Texas
$3.68M -$39.3K -80 -1%
GIA
248
GHP Investment Advisors
Colorado
$3.66M -$271K -551 -7%
II
249
IFM Investors
Australia
$3.62M +$60.5K +123 +2%
Korea Investment Corp
250
Korea Investment Corp
South Korea
$3.56M -$639K -1,300 -15%
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