WSO icon

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 %
CA
351
CoreCap Advisors
Michigan
$1.53M +$1.53M +3,121 New
NA
352
NewEdge Advisors
Louisiana
$1.52M +$250K +509 +20%
OTPPB
353
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.51M -$1.07M -2,176 -41%
Walleye Trading
354
Walleye Trading
New York
$1.49M +$208K +422 +16%
AC
355
Annandale Capital
Texas
$1.48M – – –
FM
356
Freemont Management
Switzerland
$1.48M +$1.48M +3,000 New
JWCA
357
J.W. Coons Advisors
Ohio
$1.48M +$9.84K +20 +0.7%
SC
358
Saturna Capital
Washington
$1.47M +$43.8K +89 +3%
EB
359
Eastern Bank
Massachusetts
$1.46M +$1.46M +2,974 New
PA
360
Procyon Advisors
Connecticut
$1.45M -$96.4K -196 -6%
BOSSRA
361
B.O.S.S. Retirement Advisors
Utah
$1.44M -$18.7K -38 -1%
MML Investors Services
362
MML Investors Services
Massachusetts
$1.44M -$22.1K -45 -2%
AP
363
Americana Partners
Texas
$1.42M -$81.6K -166 -5%
Massachusetts Financial Services
364
Massachusetts Financial Services
Massachusetts
$1.39M -$8.71M -17,714 -86%
PWG
365
Portside Wealth Group
Utah
$1.39M +$2.46K +5 +0.2%
CW
366
CreativeOne Wealth
Kansas
$1.39M +$245K +499 +21%
EI
367
Ethic Inc
New York
$1.37M -$4.32K -10 -0.3%
CIA
368
Concurrent Investment Advisors
Florida
$1.37M -$168K -341 -11%
Walleye Capital
369
Walleye Capital
New York
$1.36M -$7.94M -16,140 -85%
BAM
370
Belpointe Asset Management
Nevada
$1.35M +$197K +400 +17%
TAF
371
Tredje AP-fonden
Sweden
$1.34M – – –
DTL
372
Dynamic Technology Lab
Singapore
$1.34M +$223K +454 +20%
Credit Agricole
373
Credit Agricole
France
$1.33M +$785K +1,595 +143%
OBAM
374
ODDO BHF Asset Management
France
$1.33M +$1.33M +2,707 New
SAM
375
Securian Asset Management
Minnesota
$1.33M +$65.9K +134 +5%
13 14
15
16 17