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 %
DWM
426
Diversify Wealth Management
Utah
$765K +$765K +1,658 New
EOJOAM
427
E. Ohman J:or Asset Management
Sweden
$750K +$148K +320 +25%
CSPIA
428
Cary Street Partners Investment Advisory
Virginia
$747K -$6.95K -15 -0.9%
SGM
429
Skye Global Management
Florida
$730K +$730K +1,575 New
NAS
430
Nicolet Advisory Services
Wisconsin
$726K +$128K +263 +21%
DCM
431
Donaldson Capital Management
Indiana
$719K -$571K -1,232 -44%
MLL
432
Moody Lynn & Lieberson
Massachusetts
$715K -$16.2K -35 -2%
ProShare Advisors
433
ProShare Advisors
Maryland
$699K -$7.41K -16 -1%
WB
434
Webster Bank
Connecticut
$692K
GIM
435
Groesbeck Investment Management
New Jersey
$688K -$361K -779 -34%
BCM
436
Bayesian Capital Management
New York
$681K +$681K +1,470 New
FRA
437
Frank Rimerman Advisors
California
$677K +$677K +1,462 New
AA
438
ALPS Advisors
Colorado
$676K
YC
439
Yarbrough Capital
Tennessee
$670K
Vontobel Holding
440
Vontobel Holding
Switzerland
$667K +$443K +956 +198%
IWC
441
Integrated Wealth Concepts
Massachusetts
$666K -$88K -190 -12%
TFS
442
Thoroughbred Financial Services
Tennessee
$657K +$657K +1,419 New
PA
443
Parallel Advisors
California
$656K -$12K -26 -2%
PWPS
444
Pinnacle Wealth Planning Services
Ohio
$655K +$2.32K +5 +0.4%
BIA
445
BHK Investment Advisors
Alabama
$655K +$26.9K +58 +4%
AWM
446
Axxcess Wealth Management
California
$654K -$4.17K -9 -0.6%
AG
447
Advocate Group
Minnesota
$641K
PAG
448
Private Advisor Group
New Jersey
$637K -$5.56K -12 -0.9%
NS
449
NBC Securities
Alabama
$637K -$128K -277 -17%
Verition Fund Management
450
Verition Fund Management
Connecticut
$624K +$204K +440 +49%