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Watsco
WSO

Overview Fund Activity

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

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$105M
2
Charles Schwab
Charles Schwab
California
+$56.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$50.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$44.3M
5
UBS Group
UBS Group
Switzerland
+$36.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$109M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$72.5M
3
Barclays
Barclays
United Kingdom
-$69.6M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$64.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
426
RWA Wealth Partners
Massachusetts
$796K +$796K +1,679 New
LOAMU
427
Lombard Odier Asset Management (USA)
New York
$781K +$781K +1,649 New
NAS
428
Nicolet Advisory Services
Wisconsin
$779K +$60.8K +131 +8%
MGP
429
M&G plc
United Kingdom
$779K – – –
ProShare Advisors
430
ProShare Advisors
Maryland
$772K +$53.1K +112 +7%
EOJOAM
431
E. Ohman J:or Asset Management
Sweden
$768K – – –
KAS
432
Kestra Advisory Services
Texas
$764K +$179K +377 +31%
AWS
433
Atria Wealth Solutions
New York
$762K +$93.4K +197 +14%
PAS
434
Park Avenue Securities
New York
$755K -$10.9K -23 -1%
TPI
435
Trust Point Inc
Wisconsin
$755K +$755K +1,593 New
GSEP
436
Golden State Equity Partners
California
$750K +$66.8K +141 +10%
CWM
437
CIBC World Markets
New York
$746K -$214K -451 -22%
WB
438
Webster Bank
Connecticut
$743K – – –
AFG
439
Atomi Financial Group
New York
$742K +$281K +592 +61%
SFI
440
Siemens Fonds Invest
Germany
$741K +$109K +230 +17%
MLL
441
Moody Lynn & Lieberson
Massachusetts
$735K +$3.79K +8 +0.5%
PWP
442
Perfromance Wealth Partners
Illinois
$724K +$45.5K +96 +7%
EGM
443
Engineers Gate Manager
New York
$721K -$3.08M -6,506 -81%
MFA
444
Mayflower Financial Advisors
Massachusetts
$712K -$154K -326 -18%
VA
445
Vident Advisory
Georgia
$709K +$80.1K +169 +13%
FFA
446
Farther Finance Advisors
California
$705K -$68.3K -144 -9%
TCM
447
Teza Capital Management
Illinois
$705K -$1.24M -2,612 -64%
ICP
448
Impact Capital Partners
Colorado
$698K +$698K +1,473 New
MGIA
449
Moneta Group Investment Advisors
Missouri
$697K +$135K +284 +24%
BIA
450
BHK Investment Advisors
Alabama
$692K +$948 +2 +0.1%
16 17
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