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 %
SAM
376
Securian Asset Management
Minnesota
$1.28M
TRCT
377
Tower Research Capital (TRC)
New York
$1.24M +$809K +1,707 +186%
GIBU
378
Gulf International Bank (UK)
United Kingdom
$1.24M -$11.4K -24 -0.9%
BPA
379
Beacon Pointe Advisors
California
$1.22M -$6.16K -13 -0.5%
COCM
380
Charter Oak Capital Management
New Hampshire
$1.21M +$474 +1 +0%
KIA
381
Knollwood Investment Advisory
Maryland
$1.2M
CB
382
Centennial Bank
Arkansas
$1.19M -$26.5K -56 -2%
BIM
383
Bridges Investment Management
Nebraska
$1.18M +$288K +608 +32%
CIA
384
Concurrent Investment Advisors
Florida
$1.18M -$140K -295 -11%
Massachusetts Financial Services
385
Massachusetts Financial Services
Massachusetts
$1.18M -$163K -343 -12%
SPIA
386
Steward Partners Investment Advisory
New York
$1.17M +$224K +473 +24%
LA
387
Lindenwold Advisors
Pennsylvania
$1.15M -$44.1K -93 -4%
BF
388
BOK Financial
Oklahoma
$1.15M -$6.96K -15 -0.6%
VI
389
Vestcor Inc
New Brunswick, Canada
$1.14M -$3.62M -7,635 -76%
ANBT
390
American National Bank & Trust
Texas
$1.13M -$2.84K -6 -0.3%
CGH
391
Crossmark Global Holdings
Texas
$1.1M -$85.3K -180 -7%
CL
392
Choreo LLC
Illinois
$1.09M +$583K +1,229 +116%
NG
393
Norden Group
Utah
$1.09M -$16.1K -34 -1%
AG
394
Ascent Group
Virginia
$1.08M -$2.37K -5 -0.2%
CIC
395
Crawford Investment Counsel
Georgia
$1.07M
SYBT
396
Stock Yards Bank & Trust
Kentucky
$1.05M +$162K +341 +18%
CCM
397
Cox Capital Management
Massachusetts
$1.04M
VI
398
Versor Investments
New York
$1.04M +$94.8K +200 +10%
FWP
399
FAS Wealth Partners
Kansas
$1.04M +$2.84K +6 +0.3%
CIBC Asset Management
400
CIBC Asset Management
Ontario, Canada
$1.03M +$41.2K +87 +4%