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
10.82%
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 %
Janus Henderson Group
401
Janus Henderson Group
United Kingdom
$1.03M
TW
402
TrinityPoint Wealth
Connecticut
$1.02M +$59.7K +126 +6%
CAL
403
Capital Analysts LLC
Pennsylvania
$1.01M +$78.2K +165 +8%
CC
404
Chicago Capital
Illinois
$1.01M +$1.01M +2,123 New
CFM
405
Catalyst Funds Management
Australia
$995K +$995K +2,100 New
SW
406
SlateStone Wealth
Florida
$990K +$17.5K +37 +2%
BRWA
407
B. Riley Wealth Advisors
Florida
$986K +$23.7K +50 +2%
BAMF
408
BI Asset Management Fondsmaeglerselskab
Denmark
$979K +$694K +1,464 +244%
SCM
409
Sterling Capital Management
North Carolina
$971K +$346K +731 +55%
JG
410
Jain Global
New York
$956K +$956K +2,017 New
PCM
411
Parsons Capital Management
Rhode Island
$935K +$2.84K +6 +0.3%
WA
412
Wealth Alliance
New York
$931K -$15.2K -32 -2%
CB
413
Commerce Bank
Missouri
$926K -$44.1K -93 -5%
MYAM
414
Meiji Yasuda Asset Management
Japan
$924K +$10.9K +23 +1%
ORI
415
Oak Ridge Investments
Illinois
$919K +$1.42K +3 +0.2%
Allianz Asset Management
416
Allianz Asset Management
Germany
$911K -$232K -489 -20%
BFWA
417
Benchmark Financial Wealth Advisors
Florida
$909K +$909K +1,919 New
LA
418
LVW Advisors
New York
$907K -$5.69K -12 -0.6%
CWM
419
Cranbrook Wealth Management
Michigan
$907K
MSRPS
420
Maryland State Retirement & Pension System
Maryland
$875K -$61.1K -129 -7%
FCFC
421
First Commonwealth Financial Corp
Pennsylvania
$873K -$182K -383 -17%
IWC
422
Integrated Wealth Concepts
Massachusetts
$868K -$625K -1,320 -42%
ECA
423
Elevated Capital Advisors
Utah
$863K -$948 -2 -0.1%
TSS
424
Two Sigma Securities
New York
$831K +$96.7K +204 +13%
M&T Bank
425
M&T Bank
New York
$799K +$10.9K +23 +1%