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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 %
NAM
301
Nissay Asset Management
Japan
$2.12M +$122K +248 +6%
ICM
302
Intrepid Capital Management
Florida
$2.11M +$1.73M +3,521 +455%
LF
303
Lee Financial
Texas
$2.11M -$39.4K -80 -2%
Toronto Dominion Bank
304
Toronto Dominion Bank
Ontario, Canada
$2.09M +$511K +1,038 +32%
II
305
Inspire Investing
Idaho
$2.09M -$1.04M -2,123 -33%
GGHC
306
Gilder Gagnon Howe & Co
New York
$2.09M -$7.38K -15 -0.4%
TFCM
307
Taylor Frigon Capital Management
Arizona
$2.07M -$76.7K -156 -4%
WAM
308
Weiss Asset Management
Massachusetts
$2.07M +$2.07M +4,199 New
AFA
309
Abacus FCF Advisors
Florida
$2.06M +$787K +1,599 +62%
RJT
310
Raymond James Trust
Florida
$2.05M -$42.3K -86 -2%
EWA
311
EverSource Wealth Advisors
Alabama
$2.02M +$197K +400 +11%
TCM
312
Teza Capital Management
Illinois
$2.02M -$765K -1,556 -28%
ZIG
313
Zurich Insurance Group
Switzerland
$2.02M – – –
Holocene Advisors
314
Holocene Advisors
New York
$2.01M +$1.76M +3,569 +682%
BCM
315
Birch Capital Management
Texas
$1.99M – – –
SOADOR
316
State of Alaska Department of Revenue
Alaska
$1.99M +$275K +560 +16%
Verition Fund Management
317
Verition Fund Management
Connecticut
$1.95M +$1.29M +2,627 +195%
RA
318
RFG Advisory
Alabama
$1.94M +$106K +215 +6%
CT
319
Chicago Trust
Illinois
$1.93M +$333K +678 +21%
Envestnet Portfolio Solutions
320
Envestnet Portfolio Solutions
Illinois
$1.92M -$243K -495 -11%
Brown Advisory
321
Brown Advisory
Maryland
$1.9M +$115K +234 +6%
QIM
322
Quantitative Investment Management
Virginia
$1.88M +$1.88M +3,823 New
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$1.85M +$36.7K +74 +2%
Cambridge Investment Research Advisors
324
Cambridge Investment Research Advisors
Iowa
$1.84M +$39.3K +80 +2%
CIAS
325
Capital Investment Advisory Services
North Carolina
$1.84M – – –
11 12
13
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