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Watsco
WSO

Overview Fund Activity

813 hedge funds and large institutions have $16.9B invested in Watsco in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 270 increasing their positions, 303 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+34
Holders Change %
+4.36%
% of All Funds
10.83%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
108
Increased
270
Reduced
303
Closed
65
Calls
$23.9M
Puts
$39.1M
Net Calls
-$15.2M
Net Calls Change
-$1.09M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$105M
2
Charles Schwab
2
Charles Schwab
California
$650M
3
Citadel Advisors
3
Citadel Advisors
Florida
$76.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$52.5M
5
UBS Group
5
UBS Group
Switzerland
$65.5M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$247K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.64B
3
Barclays
3
Barclays
United Kingdom
$113M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$520M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
226
Voloridge Investment Management
Florida
$4.54M +$509K +1,074 +13%
P
227
&Partners
Tennessee
$4.48M +$2.21M +4,637 +97%
KJHP
228
K.J. Harrison & Partners
Ontario, Canada
$4.48M -$239K -510 -5%
FT
229
Fiduciary Trust
Massachusetts
$4.44M -$138K -292 -3%
OC
230
Oppenheimer & Co
New York
$4.41M +$385K +813 +10%
DADC
231
D.A. Davidson & Co
Montana
$4.33M +$26.1K +55 +0.6%
AWAU
232
Alliance Wealth Advisors (Utah)
Utah
$4.24M +$99K +209 +2%
PI
233
PineBridge Investments
New York
$4.24M +$1.27M +2,681 +43%
Cerity Partners
234
Cerity Partners
New York
$4.16M -$995K -2,052 -19%
CM
235
Crestline Management
Texas
$4.13M +$3.04M +6,410 +279%
Jane Street
236
Jane Street
New York
$4.12M -$9.89M -20,878 -71%
DnB Asset Management
237
DnB Asset Management
Norway
$4.09M +$3.32K +7 +0.1%
ZIG
238
Zurich Insurance Group
Switzerland
$4.04M +$2.09M +4,417 +108%
AI
239
Atria Investments
North Carolina
$3.93M -$153K -322 -4%
SOMRS
240
State of Michigan Retirement System
Michigan
$3.93M -$284K -600 -7%
MC
241
Middleton & Co
Massachusetts
$3.92M -$52.1K -110 -1%
IMRF
242
Illinois Municipal Retirement Fund
Illinois
$3.89M -$1.51M -3,177 -28%
SA
243
Sanctuary Advisors
Indiana
$3.89M -$30K -62 -0.8%
NRD
244
Nebula Research & Development
New York
$3.83M +$3.58M +7,549 +1,393%
Cetera Investment Advisers
245
Cetera Investment Advisers
Illinois
$3.76M +$189K +398 +5%
Focus Partners Wealth
246
Focus Partners Wealth
Massachusetts
$3.71M +$1.24M +2,610 +50%
D.E. Shaw & Co
247
D.E. Shaw & Co
New York
$3.67M -$1.49M -3,141 -29%
NMIMC
248
Northwestern Mutual Investment Management Company
Wisconsin
$3.67M +$10.9K +23 +0.3%
COPPSERS
249
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.65M +$10.9K +23 +0.3%
UCFA
250
United Capital Financial Advisors
Texas
$3.61M +$3.4M +7,176 +1,609%
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