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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 %
TWM
326
Trueblood Wealth Management
Ohio
$1.81M +$18.7K +38 +1%
SIA
327
Schechter Investment Advisors
Michigan
$1.8M -$352K -716 -16%
VPIM
328
Vanguard Personalized Indexing Management
California
$1.8M +$74.8K +152 +4%
Public Employees Retirement Association of Colorado
329
Public Employees Retirement Association of Colorado
Colorado
$1.8M – – –
PCIA
330
Prime Capital Investment Advisors
Kansas
$1.78M +$68.9K +140 +4%
UB
331
UMB Bank
Missouri
$1.76M +$35.9K +73 +2%
PI
332
PEAK6 Investments
Illinois
$1.75M -$2.1M -4,271 -55%
CCM
333
Campbell Capital Management
Florida
$1.72M +$1.48M +3,000 +600%
MAM
334
Mirabaud Asset Management
United Kingdom
$1.71M +$365K +735 +27%
CC
335
Centiva Capital
New York
$1.69M +$1.69M +3,445 New
DM
336
Deerfield Management
New York
$1.67M +$1.67M +3,401 New
JFGIW
337
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.64M -$713K -1,450 -30%
WAM
338
Wolverine Asset Management
Illinois
$1.62M +$1.62M +3,300 New
AWM
339
Avior Wealth Management
Nebraska
$1.62M +$492 +1 +0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
340
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.61M +$1.61M +3,270 New
Federated Hermes
341
Federated Hermes
Pennsylvania
$1.6M +$86.6K +176 +6%
SO
342
STRS Ohio
Ohio
$1.6M -$160K -325 -9%
CFG
343
Citizens Financial Group
Rhode Island
$1.58M +$457K +929 +41%
AOWM
344
Alpha Omega Wealth Management
Virginia
$1.58M -$16.2K -33 -1%
Two Sigma Advisers
345
Two Sigma Advisers
New York
$1.57M -$49.2K -100 -3%
SMDAM
346
Sumitomo Mitsui DS Asset Management
Japan
$1.57M – – –
AFS
347
Access Financial Services
Minnesota
$1.57M -$217K -441 -12%
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$1.57M +$125K +252 +9%
IWC
349
Integrated Wealth Concepts
Massachusetts
$1.55M +$843K +1,714 +119%
RIM
350
Redwood Investment Management
Arizona
$1.54M +$59.5K +120 +4%
12 13
14
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