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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 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+35
Holders Change %
+4.5%
% 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
64
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 %
BHCM
251
Brevan Howard Capital Management
Jersey
$3.6M +$3.04M +6,418 +542%
Skandinaviska Enskilda Banken (SEB)
252
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.58M -$121K -254 -3%
CIBC World Market
253
CIBC World Market
Ontario, Canada
$3.52M +$510K +1,077 +17%
FDS
254
Freedom Day Solutions
Texas
$3.46M -$90.5K -191 -3%
FRAF
255
Första AP-fonden
Sweden
$3.46M -$237K -500 -6%
CAM
256
Cresset Asset Management
Illinois
$3.41M -$2.14M -4,523 -39%
OPS
257
Orion Portfolio Solutions
Nebraska
$3.38M -$203K -428 -6%
BCI
258
Brinker Capital Investments
Pennsylvania
$3.38M -$203K -428 -6%
NAAA
259
New Age Alpha Advisors
New York
$3.38M +$3.38M +7,124 New
NMERB
260
New Mexico Educational Retirement Board
New Mexico
$3.37M +$340K +718 +11%
OPERF
261
Oregon Public Employees Retirement Fund
Oregon
$3.35M -$21.8K -46 -0.6%
GIA
262
GHP Investment Advisors
Colorado
$3.32M -$202K -426 -6%
AIP
263
Ameritas Investment Partners
Nebraska
$3.31M -$76.3K -161 -2%
II
264
IFM Investors
Australia
$3.29M -$196K -413 -6%
ACL
265
Applied Capital LLC
Florida
$3.27M -$12.8K -27 -0.4%
RFC
266
Regions Financial Corp
Alabama
$3.19M +$24.6K +52 +0.8%
AP
267
Appleton Partners
Massachusetts
$3.18M -$26.5K -56 -0.8%
Osaic Holdings
268
Osaic Holdings
Arizona
$3.17M -$165K -347 -5%
BCIM
269
British Columbia Investment Management
British Columbia, Canada
$3.16M +$409K +863 +15%
QCM
270
Quantinno Capital Management
New York
$3.11M +$160K +337 +5%
TD Asset Management
271
TD Asset Management
Ontario, Canada
$3.09M +$124K +261 +4%
CF
272
Centaurus Financial
California
$3.04M +$124K +261 +4%
HAIM
273
Hunter Associates Investment Management
Pennsylvania
$3.03M -$71K -150 -2%
VanEck Associates
274
VanEck Associates
New York
$2.98M -$135K -285 -4%
KBC Group
275
KBC Group
Belgium
$2.96M +$180K +380 +6%
9 10
11
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