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
Name Holding Trade Value Shares
Change
Shares
Change %
BF
376
BOK Financial
Oklahoma
$1.13M -$19.9K -43 -2%
AG
377
Ascent Group
Virginia
$1.12M -$47.3K -102 -4%
Daiwa Securities Group
378
Daiwa Securities Group
Japan
$1.11M +$92.7K +200 +9%
ANBT
379
American National Bank & Trust
Texas
$1.11M -$8.34K -18 -0.7%
BAM
380
Belpointe Asset Management
Nevada
$1.09M +$18.5K +40 +2%
CW
381
CreativeOne Wealth
Kansas
$1.08M -$120K -260 -10%
CIC
382
Crawford Investment Counsel
Georgia
$1.07M +$6.95K +15 +0.7%
AI
383
Atom Investors
Texas
$1.07M +$1.07M +2,303 New
MPM
384
MBB Public Markets
Illinois
$1.07M +$1.07M +2,300 New
VF
385
Virtu Financial
New York
$1.06M +$1.06M +2,289 New
CFG
386
Citizens Financial Group
Rhode Island
$1.06M +$1.06M +2,288 New
DTL
387
Dynamic Technology Lab
Singapore
$1.05M +$1.05M +2,267 New
FCFC
388
First Commonwealth Financial Corp
Pennsylvania
$1.03M
Allianz Asset Management
389
Allianz Asset Management
Germany
$1.03M -$413K -891 -29%
FWP
390
FAS Wealth Partners
Kansas
$1.02M +$2.78K +6 +0.3%
CCM
391
Cox Capital Management
Massachusetts
$1.02M -$239K -515 -19%
TI
392
Tidal Investments
Wisconsin
$1.02M +$789K +1,704 +344%
Janus Henderson Group
393
Janus Henderson Group
United Kingdom
$1.01M +$43.1K +93 +4%
CWS
394
Confluence Wealth Services
Pennsylvania
$1M +$55.6K +120 +6%
CGH
395
Crossmark Global Holdings
Texas
$1M -$153K -330 -13%
FFA
396
Farther Finance Advisors
California
$974K +$425K +920 +77%
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$942K -$2.67M -5,757 -74%
ETC
398
Exchange Traded Concepts
Oklahoma
$940K +$608K +1,313 +183%
TW
399
TrinityPoint Wealth
Connecticut
$931K +$26.4K +57 +3%
WA
400
Wealth Alliance
New York
$926K -$115K -248 -11%