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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 %
ONB
276
Old National Bancorp
Indiana
$2.72M -$431K -876 -14%
CCM
277
Coldstream Capital Management
Washington
$2.67M +$84.7K +172 +3%
Mariner
278
Mariner
Kansas
$2.66M -$33.9K -69 -1%
OWP
279
Obermeyer Wealth Partners
Colorado
$2.64M +$11.8K +24 +0.4%
X
280
Xponance
Pennsylvania
$2.64M +$122K +249 +5%
Parallax Volatility Advisers
281
Parallax Volatility Advisers
California
$2.62M +$378K +769 +17%
Focus Partners Wealth
282
Focus Partners Wealth
Massachusetts
$2.56M -$4.61M -9,380 -64%
Creative Planning
283
Creative Planning
Kansas
$2.56M +$182K +371 +8%
GCM
284
Greenland Capital Management
New York
$2.54M +$2.54M +5,165 New
Pacer Advisors
285
Pacer Advisors
Pennsylvania
$2.52M -$510K -1,037 -17%
TPCW
286
TD Private Client Wealth
New York
$2.52M +$2.95K +6 +0.1%
HWAM
287
Hennion & Walsh Asset Management
New Jersey
$2.48M -$776K -1,577 -24%
EF
288
Empowered Funds
Pennsylvania
$2.47M +$98.9K +201 +4%
BOC
289
Barbara Oil Co
Illinois
$2.46M – – –
CAM
290
Crown Advisors Management
California
$2.46M +$2.46M +5,000 New
LFAS
291
Level Four Advisory Services
Texas
$2.43M +$92.2K +195 +4%
UF
292
Univest Financial
Pennsylvania
$2.41M +$2.11M +4,283 +692%
Prudential Financial
293
Prudential Financial
New Jersey
$2.39M +$477K +969 +25%
P
294
&Partners
Tennessee
$2.35M +$1.38M +2,804 +142%
National Bank of Canada
295
National Bank of Canada
Quebec, Canada
$2.33M +$2.06M +4,196 +764%
Marshall Wace
296
Marshall Wace
United Kingdom
$2.31M +$2.31M +4,700 New
GIA
297
Gateway Investment Advisers
Ohio
$2.24M – – –
AAS
298
Avantax Advisory Services
Texas
$2.23M +$64.9K +132 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
299
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.21M -$282K -573 -11%
FHB
300
First Hawaiian Bank
Hawaii
$2.16M -$212K -430 -9%
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