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 %
CAL
401
Capital Analysts LLC
Pennsylvania
$925K
CIBC Asset Management
402
CIBC Asset Management
Ontario, Canada
$925K +$2.78K +6 +0.3%
P
403
&Partners
Tennessee
$915K +$915K +1,975 New
PCM
404
Parsons Capital Management
Rhode Island
$911K
ORI
405
Oak Ridge Investments
Illinois
$909K +$38.9K +84 +4%
SPIA
406
Steward Partners Investment Advisory
New York
$906K +$24.1K +52 +3%
MIC
407
Maxi Investments CY
Cyprus
$893K
SW
408
SlateStone Wealth
Florida
$892K +$56.5K +122 +7%
SYBT
409
Stock Yards Bank & Trust
Kentucky
$879K
BIM
410
Bridges Investment Management
Nebraska
$874K +$874K +1,887 New
MYAM
411
Meiji Yasuda Asset Management
Japan
$860K -$2.32K -5 -0.3%
ECA
412
Elevated Capital Advisors
Utah
$857K +$857K +1,850 New
VA
413
Vident Advisory
Georgia
$848K +$457K +987 +117%
CWM
414
CIBC World Markets
New York
$848K +$205K +443 +32%
MFA
415
Mayflower Financial Advisors
Massachusetts
$846K +$463 +1 +0.1%
TRCT
416
Tower Research Capital (TRC)
New York
$826K +$121K +262 +17%
MGP
417
M&G plc
United Kingdom
$821K +$821K +1,774 New
FTDI
418
First Trust Direct Indexing
Massachusetts
$810K +$185K +399 +30%
Bank of Nova Scotia
419
Bank of Nova Scotia
Ontario, Canada
$794K -$153K -330 -16%
LA
420
LVW Advisors
New York
$793K +$82.9K +179 +12%
FFO
421
Fiduciary Family Office
Florida
$793K -$531K -1,147 -40%
PAS
422
Park Avenue Securities
New York
$792K -$34.3K -74 -4%
NG
423
Norden Group
Utah
$788K -$59.8K -129 -7%
M&T Bank
424
M&T Bank
New York
$786K -$239K -517 -23%
MWM
425
Modera Wealth Management
New Jersey
$783K -$38.9K -84 -5%