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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 %
CIBC Asset Management
401
CIBC Asset Management
Ontario, Canada
$1.02M +$42.8K +87 +4%
SW
402
SlateStone Wealth
Florida
$1.01M +$62.4K +127 +7%
CB
403
Commerce Bank
Missouri
$1.01M +$375K +763 +59%
CWM
404
CIBC World Markets
New York
$996K +$95.9K +195 +11%
BRWA
405
B. Riley Wealth Advisors
Florida
$992K -$369K -755 -27%
TW
406
TrinityPoint Wealth
Connecticut
$992K +$3.94K +8 +0.4%
VI
407
Versor Investments
New York
$984K +$984K +2,000 New
WA
408
Wealth Alliance
New York
$982K -$1.48K -3 -0.2%
AO
409
Advisor OS
Illinois
$980K -$428K -870 -30%
SPIA
410
Steward Partners Investment Advisory
New York
$978K +$16.7K +34 +2%
MSRPS
411
Maryland State Retirement & Pension System
Maryland
$971K -$310K -630 -24%
PCM
412
Parsons Capital Management
Rhode Island
$968K – – –
CAL
413
Capital Analysts LLC
Pennsylvania
$966K -$16.2K -33 -2%
GCP
414
GSA Capital Partners
United Kingdom
$962K +$962K +1,955 New
ORI
415
Oak Ridge Investments
Illinois
$952K -$12.8K -26 -1%
MYAM
416
Meiji Yasuda Asset Management
Japan
$947K +$34.4K +70 +4%
LA
417
LVW Advisors
New York
$947K +$105K +214 +13%
CWM
418
Cranbrook Wealth Management
Michigan
$941K +$300K +610 +47%
NC
419
nVerses Capital
Florida
$935K +$344K +700 +58%
FTDI
420
First Trust Direct Indexing
Massachusetts
$929K +$68.9K +140 +8%
BIM
421
Bridges Investment Management
Nebraska
$928K – – –
SYBT
422
Stock Yards Bank & Trust
Kentucky
$919K -$14.8K -30 -2%
MFA
423
Mayflower Financial Advisors
Massachusetts
$900K +$984 +2 +0.1%
ECA
424
Elevated Capital Advisors
Utah
$896K -$13.3K -27 -1%
TI
425
TrueMark Investments
Illinois
$840K +$459K +933 +121%
15 16
17
18 19