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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 %
CAM
301
Crown Advisors Management
California
$2.37M – – –
TPCW
302
TD Private Client Wealth
New York
$2.36M -$65.9K -139 -3%
AG
303
AIA Group
Hong Kong
$2.36M -$1.41M -2,968 -37%
UF
304
Univest Financial
Pennsylvania
$2.34M +$12.3K +26 +0.5%
JF
305
Jump Financial
Illinois
$2.21M +$2.21M +4,672 New
Nomura Holdings
306
Nomura Holdings
Japan
$2.19M +$2.19M +4,622 New
AAS
307
Avantax Advisory Services
Texas
$2.17M +$18.5K +39 +0.9%
Toronto Dominion Bank
308
Toronto Dominion Bank
Ontario, Canada
$2.16M +$139K +294 +7%
NEI
309
Northwest & Ethical Investments
Ontario, Canada
$2.16M -$1.57M -3,320 -42%
EWA
310
EverSource Wealth Advisors
Alabama
$2.13M +$185K +391 +10%
FHB
311
First Hawaiian Bank
Hawaii
$2.1M +$21.8K +46 +1%
Credit Agricole
312
Credit Agricole
France
$2.06M +$778K +1,642 +61%
NAM
313
Nissay Asset Management
Japan
$2.06M -$5.28K -11 -0.3%
LF
314
Lee Financial
Texas
$2M -$32.2K -68 -2%
WAM
315
Wolverine Asset Management
Illinois
$1.99M +$427K +900 +27%
II
316
Inspire Investing
Idaho
$1.97M -$43.1K -91 -2%
GGHC
317
Gilder Gagnon Howe & Co
New York
$1.95M -$64K -135 -3%
TFCM
318
Taylor Frigon Capital Management
Arizona
$1.94M -$61.1K -129 -3%
GIA
319
Gateway Investment Advisers
Ohio
$1.91M -$247K -521 -11%
Prudential Financial
320
Prudential Financial
New Jersey
$1.89M -$409K -863 -18%
SOADOR
321
State of Alaska Department of Revenue
Alaska
$1.88M -$30.8K -65 -2%
AF
322
Avanza Fonder
Sweden
$1.85M +$1.85M +3,913 New
BCM
323
Birch Capital Management
Texas
$1.85M -$63K -133 -3%
RA
324
RFG Advisory
Alabama
$1.84M -$28.9K -61 -2%
FA
325
Fiducient Advisors
Illinois
$1.84M +$1.84M +3,873 New
11 12
13
14 15