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Watsco
WSO

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$288M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.52B
3
Citadel Advisors
3
Citadel Advisors
Florida
$133M
4
Swedbank
4
Swedbank
Sweden
$88.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$69.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$129M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$712M
3
Norges Bank
3
Norges Bank
Norway
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$243M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$63.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
326
Public Employees Retirement Association of Colorado
Colorado
$1.69M -$60.7K -131 -3%
TWM
327
Trueblood Wealth Management
Ohio
$1.69M +$18.1K +39 +1%
AFS
328
Access Financial Services
Minnesota
$1.68M -$3.71K -8 -0.2%
Brown Advisory
329
Brown Advisory
Maryland
$1.68M +$16.2K +35 +1%
SO
330
STRS Ohio
Ohio
$1.65M -$149K -322 -8%
UB
331
UMB Bank
Missouri
$1.63M -$41.7K -90 -2%
VPIM
332
Vanguard Personalized Indexing Management
California
$1.62M +$300K +648 +23%
PCIA
333
Prime Capital Investment Advisors
Kansas
$1.62M +$369K +797 +30%
SOADOR
334
State of Alaska Department of Revenue
Alaska
$1.61M +$37K +80 +2%
Two Sigma Advisers
335
Two Sigma Advisers
New York
$1.53M -$324K -700 -18%
AWM
336
Avior Wealth Management
Nebraska
$1.53M -$629K -1,357 -29%
CT
337
Chicago Trust
Illinois
$1.51M +$51.9K +112 +4%
AOWM
338
Alpha Omega Wealth Management
Virginia
$1.5M -$213K -460 -12%
Toronto Dominion Bank
339
Toronto Dominion Bank
Ontario, Canada
$1.49M -$8.34K -18 -0.6%
SMDAM
340
Sumitomo Mitsui DS Asset Management
Japan
$1.48M +$344K +743 +30%
LCM
341
Landscape Capital Management
New Jersey
$1.48M +$1.48M +3,190 New
EI
342
Ethic Inc
New York
$1.47M +$4.63K +10 +0.3%
PA
343
Procyon Advisors
Connecticut
$1.46M -$22.7K -49 -2%
CIA
344
Concurrent Investment Advisors
Florida
$1.45M -$65.3K -141 -4%
FC
345
FORA Capital
Florida
$1.43M +$1.43M +3,093 New
Federated Hermes
346
Federated Hermes
Pennsylvania
$1.43M -$6.02K -13 -0.4%
AP
347
Americana Partners
Texas
$1.42M +$63.9K +138 +5%
LSAG
348
Lake Street Advisors Group
New Hampshire
$1.39M – – –
AC
349
Annandale Capital
Texas
$1.39M – – –
RIM
350
Redwood Investment Management
Arizona
$1.39M +$1.39M +2,984 New
12 13
14
15 16