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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 %
WCM Investment Management
276
WCM Investment Management
California
$2.94M -$193K -406 -6%
AFA
277
Abacus FCF Advisors
Florida
$2.87M +$881K +1,860 +44%
WFMPM
278
Woodley Farra Manion Portfolio Management
Indiana
$2.8M -$44.1K -93 -2%
X
279
Xponance
Pennsylvania
$2.8M +$254K +536 +10%
RRAM
280
River Road Asset Management
Kentucky
$2.75M -$3.79M -8,004 -58%
ATC
281
Argent Trust Co
Tennessee
$2.75M -$44.5K -94 -2%
URS
282
Utah Retirement Systems
Utah
$2.73M – – –
CCM
283
Coldstream Capital Management
Washington
$2.71M +$145K +306 +6%
FAF
284
Fjarde Ap-fonden
Sweden
$2.71M -$1.09M -2,300 -29%
ERSOT
285
Employees Retirement System of Texas
Texas
$2.71M – – –
EF
286
Empowered Funds
Pennsylvania
$2.7M +$315K +664 +13%
Mariner
287
Mariner
Kansas
$2.68M +$117K +247 +5%
Creative Planning
288
Creative Planning
Kansas
$2.66M +$189K +398 +8%
LCM
289
Landscape Capital Management
New Jersey
$2.62M +$2.62M +5,534 New
National Bank of Canada
290
National Bank of Canada
Quebec, Canada
$2.61M +$357K +754 +16%
ACM
291
Aquatic Capital Management
Illinois
$2.6M +$2.6M +5,487 New
OWP
292
Obermeyer Wealth Partners
Colorado
$2.58M +$34.6K +73 +1%
TI
293
TrueMark Investments
Illinois
$2.48M +$1.67M +3,524 +206%
Schroder Investment Management Group
294
Schroder Investment Management Group
United Kingdom
$2.46M -$12.6M -26,502 -84%
LFAS
295
Level Four Advisory Services
Texas
$2.45M +$22.7K +48 +0.9%
Mackenzie Financial
296
Mackenzie Financial
Ontario, Canada
$2.44M -$605K -1,277 -20%
Pacer Advisors
297
Pacer Advisors
Pennsylvania
$2.42M -$4.74K -10 -0.2%
ONB
298
Old National Bancorp
Indiana
$2.42M -$201K -424 -8%
ETC
299
Exchange Traded Concepts
Oklahoma
$2.41M +$2.41M +5,093 New
BOC
300
Barbara Oil Co
Illinois
$2.37M – – –
10 11
12
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