770 hedge funds and large institutions have $16.6B invested in Watsco in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 242 increasing their positions, 321 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
770
Holders Change
+29
Holders Change %
+3.91%
% of All Funds
11.2%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
107
Increased
242
Reduced
321
Closed
65
Calls
$48.5M
Puts
$36.7M
Net Calls
+$11.8M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Shares
Change %
FHB
301
First Hawaiian Bank
Hawaii
$2.23M -$230K -497 -9%
JFGIW
302
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.22M +$1.36M +2,936 +158%
GP
303
Girard Partners
Pennsylvania
$2.11M -$5.56K -12 -0.3%
GIA
304
Gateway Investment Advisers
Ohio
$2.11M +$2.11M +4,553 New
Parallax Volatility Advisers
305
Parallax Volatility Advisers
California
$2.11M +$370K +798 +21%
AAS
306
Avantax Advisory Services
Texas
$2.04M +$1.26M +2,722 +161%
Envestnet Portfolio Solutions
307
Envestnet Portfolio Solutions
Illinois
$2.03M -$277K -598 -12%
SWS
308
SYSTM Wealth Solutions
Illinois
$2.03M -$1.55M -3,345 -43%
SIA
309
Schechter Investment Advisors
Michigan
$2.03M -$308K -664 -13%
LF
310
Lee Financial
Texas
$2.02M -$120K -258 -6%
TFCM
311
Taylor Frigon Capital Management
Arizona
$2.02M -$145K -313 -7%
GGHC
312
Gilder Gagnon Howe & Co
New York
$1.97M +$8.34K +18 +0.4%
RJT
313
Raymond James Trust
Florida
$1.97M -$101K -217 -5%
ZIG
314
Zurich Insurance Group
Switzerland
$1.9M
NAM
315
Nissay Asset Management
Japan
$1.88M +$33.8K +73 +2%
BCM
316
Birch Capital Management
Texas
$1.87M -$6.49K -14 -0.3%
Impax Asset Management Group
317
Impax Asset Management Group
United Kingdom
$1.86M -$497K -1,072 -21%
RL
318
Retireful LLC
Michigan
$1.85M +$1.85M +3,990 New
EWA
319
EverSource Wealth Advisors
Alabama
$1.82M +$164K +335 +10%
QCM
320
Quantinno Capital Management
New York
$1.81M +$213K +459 +13%
Prudential Financial
321
Prudential Financial
New Jersey
$1.8M -$239K -517 -12%
RA
322
RFG Advisory
Alabama
$1.73M -$106K -229 -6%
CIAS
323
Capital Investment Advisory Services
North Carolina
$1.73M +$116K +250 +7%
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$1.7M -$2.32K -5 -0.1%
Cambridge Investment Research Advisors
325
Cambridge Investment Research Advisors
Iowa
$1.7M -$88K -190 -5%