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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
+$170M
2
BEI
Benjamin Edwards Inc
Missouri
+$50.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$41M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$36.3M
5
WJWM
Williams Jones Wealth Management
New York
+$34.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$114M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$91.3M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$77.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$65.7M
5
Capital World Investors
Capital World Investors
California
-$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
251
Ameritas Investment Partners
Nebraska
$3.51M +$161K +328 +5%
OPERF
252
Oregon Public Employees Retirement Fund
Oregon
$3.5M +$240K +487 +7%
Osaic Holdings
253
Osaic Holdings
Arizona
$3.46M -$87.6K -178 -2%
ACL
254
Applied Capital LLC
Florida
$3.41M -$27.1K -55 -0.8%
AP
255
Appleton Partners
Massachusetts
$3.33M -$950K -1,931 -22%
RFC
256
Regions Financial Corp
Alabama
$3.29M – – –
WCM Investment Management
257
WCM Investment Management
California
$3.27M +$1.98K +4 +0.1%
HAIM
258
Hunter Associates Investment Management
Pennsylvania
$3.22M +$56.5K +115 +2%
Mackenzie Financial
259
Mackenzie Financial
Ontario, Canada
$3.17M +$282K +573 +10%
NMERB
260
New Mexico Educational Retirement Board
New Mexico
$3.15M – – –
CIBC World Market
261
CIBC World Market
Ontario, Canada
$3.12M +$220K +448 +8%
TD Asset Management
262
TD Asset Management
Ontario, Canada
$3.1M +$253K +510 +9%
PI
263
PineBridge Investments
New York
$3.09M +$2.65M +5,382 +603%
VanEck Associates
264
VanEck Associates
New York
$3.06M +$304K +652 +11%
QCM
265
Quantinno Capital Management
New York
$3.06M +$1.14M +2,316 +59%
CF
266
Centaurus Financial
California
$3.03M -$65.4K -133 -2%
WFMPM
267
Woodley Farra Manion Portfolio Management
Indiana
$2.96M +$984 +2 +0%
PAMP
268
Polar Asset Management Partners
Ontario, Canada
$2.95M +$2.95M +6,000 New
SAM
269
Scopus Asset Management
New York
$2.94M +$2.94M +5,975 New
ATC
270
Argent Trust Co
Tennessee
$2.9M +$44.8K +91 +2%
IIM
271
INTECH Investment Management
Florida
$2.89M -$2.39M -4,855 -45%
KBC Group
272
KBC Group
Belgium
$2.89M -$226K -460 -7%
BCIM
273
British Columbia Investment Management
British Columbia, Canada
$2.85M -$343K -698 -11%
URS
274
Utah Retirement Systems
Utah
$2.84M – – –
ERSOT
275
Employees Retirement System of Texas
Texas
$2.81M +$70.8K +144 +3%
9 10
11
12 13