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 %
Daiwa Securities Group
376
Daiwa Securities Group
Japan
$1.33M +$148K +300 +13%
HIC
377
Harvey Investment Company
Kentucky
$1.32M – – –
GIBU
378
Gulf International Bank (UK)
United Kingdom
$1.3M -$57.5K -117 -4%
EP
379
Edgestream Partners
New Jersey
$1.3M +$1.3M +2,634 New
BPA
380
Beacon Pointe Advisors
California
$1.28M -$133K -271 -9%
CB
381
Centennial Bank
Arkansas
$1.27M -$25.6K -52 -2%
COCM
382
Charter Oak Capital Management
New Hampshire
$1.25M +$24.6K +50 +2%
LA
383
Lindenwold Advisors
Pennsylvania
$1.24M +$24.1K +49 +2%
KIA
384
Knollwood Investment Advisory
Maryland
$1.24M -$36.4K -74 -3%
CGH
385
Crossmark Global Holdings
Texas
$1.23M +$171K +347 +16%
BF
386
BOK Financial
Oklahoma
$1.21M +$24.2K +50 +2%
Allianz Asset Management
387
Allianz Asset Management
Germany
$1.19M +$96.4K +196 +9%
ANBT
388
American National Bank & Trust
Texas
$1.17M -$5.9K -12 -0.5%
NG
389
Norden Group
Utah
$1.14M +$308K +626 +37%
SCM
390
Semanteon Capital Management
Massachusetts
$1.14M +$761K +1,548 +202%
CM
391
Crestline Management
Texas
$1.13M +$1.13M +2,299 New
SEC
392
Seven Eight Capital
New York
$1.13M +$1.13M +2,298 New
CWS
393
Confluence Wealth Services
Pennsylvania
$1.13M +$59K +120 +6%
AG
394
Ascent Group
Virginia
$1.12M -$70.8K -144 -6%
TI
395
Tidal Investments
Wisconsin
$1.12M +$33.9K +69 +3%
CIC
396
Crawford Investment Counsel
Georgia
$1.11M -$24.6K -50 -2%
FCFC
397
First Commonwealth Financial Corp
Pennsylvania
$1.09M – – –
CCM
398
Cox Capital Management
Massachusetts
$1.08M – – –
FWP
399
FAS Wealth Partners
Kansas
$1.07M -$13.3K -27 -1%
Janus Henderson Group
400
Janus Henderson Group
United Kingdom
$1.07M – – –
14 15
16
17 18