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
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
351
Mirabaud Asset Management
United Kingdom
$1.5M -$132K -279 -8%
FC
352
FORA Capital
Florida
$1.5M +$1.5M +3,170 New
CT
353
Chicago Trust
Illinois
$1.48M -$383K -809 -21%
Federated Hermes
354
Federated Hermes
Pennsylvania
$1.47M -$72.5K -153 -5%
JWCA
355
J.W. Coons Advisors
Ohio
$1.46M +$35.5K +75 +3%
AWM
356
Avior Wealth Management
Nebraska
$1.45M -$113K -239 -7%
SI
357
Shaker Investments
Ohio
$1.45M -$2.14M -4,512 -60%
NA
358
NewEdge Advisors
Louisiana
$1.44M -$17.1K -36 -1%
SCM
359
Semanteon Capital Management
Massachusetts
$1.44M +$343K +723 +31%
LSAG
360
Lake Street Advisors Group
New Hampshire
$1.43M +$1.06M +2,229 +285%
AC
361
Annandale Capital
Texas
$1.43M +$1.42K +3 +0.1%
FM
362
Freemont Management
Switzerland
$1.42M
PA
363
Procyon Advisors
Connecticut
$1.39M -$6.16K -13 -0.4%
EB
364
Eastern Bank
Massachusetts
$1.39M -$19K -40 -1%
CW
365
CreativeOne Wealth
Kansas
$1.39M +$50.7K +107 +4%
YIH
366
Y-Intercept (HK)
Hong Kong
$1.38M +$1.38M +2,915 New
PWG
367
Portside Wealth Group
Utah
$1.38M +$37.9K +80 +3%
CWS
368
Confluence Wealth Services
Pennsylvania
$1.37M +$227K +456 +20%
AS
369
Aware Super
Australia
$1.33M +$1.33M +2,812 New
Daiwa Securities Group
370
Daiwa Securities Group
Japan
$1.33M +$47.4K +100 +4%
Mercer Global Advisors
371
Mercer Global Advisors
Colorado
$1.33M -$448K -945 -25%
BAM
372
Belpointe Asset Management
Nevada
$1.3M -$4.28K -9 -0.3%
OBAM
373
ODDO BHF Asset Management
France
$1.29M +$9K +19 +0.7%
HIC
374
Harvey Investment Company
Kentucky
$1.29M +$14.2K +30 +1%
OTPPB
375
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.28M -$175K -370 -12%