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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 %
Bank of Nova Scotia
426
Bank of Nova Scotia
Ontario, Canada
$834K -$9.35K -19 -1%
M&T Bank
427
M&T Bank
New York
$818K -$16.7K -34 -2%
MGP
428
M&G plc
United Kingdom
$808K -$64.5K -131 -7%
FFA
429
Farther Finance Advisors
California
$803K -$234K -476 -23%
EOJOAM
430
E. Ohman J:or Asset Management
Sweden
$797K – – –
PAS
431
Park Avenue Securities
New York
$795K -$45.7K -93 -5%
CSPIA
432
Cary Street Partners Investment Advisory
Virginia
$776K -$16.7K -34 -2%
WB
433
Webster Bank
Connecticut
$771K +$36.9K +75 +5%
TSS
434
Two Sigma Securities
New York
$762K +$762K +1,549 New
MLL
435
Moody Lynn & Lieberson
Massachusetts
$759K – – –
NAS
436
Nicolet Advisory Services
Wisconsin
$750K +$26.6K +55 +4%
ProShare Advisors
437
ProShare Advisors
Maryland
$746K +$3.94K +8 +0.5%
GIM
438
Groesbeck Investment Management
New Jersey
$731K – – –
BIA
439
BHK Investment Advisors
Alabama
$718K +$22.6K +46 +3%
DWM
440
Diversify Wealth Management
Utah
$718K -$55.5K -119 -7%
GSEP
441
Golden State Equity Partners
California
$709K +$179K +364 +34%
SPA
442
Sherbrooke Park Advisers
New York
$708K +$708K +1,439 New
PWP
443
Perfromance Wealth Partners
Illinois
$704K +$49.7K +101 +8%
DCM
444
Donaldson Capital Management
Indiana
$703K -$61K -124 -8%
FRA
445
Frank Rimerman Advisors
California
$701K -$17.7K -36 -2%
PWPS
446
Pinnacle Wealth Planning Services
Ohio
$696K – – –
FHA
447
Flagship Harbor Advisors
Massachusetts
$694K +$694K +1,412 New
DF
448
Donoghue Forlines
Massachusetts
$694K +$57.6K +117 +9%
AWS
449
Atria Wealth Solutions
New York
$693K +$51.6K +105 +8%
PA
450
Parallel Advisors
California
$688K -$8.85K -18 -1%
16 17
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