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 %
PWP
451
Perfromance Wealth Partners
Illinois
$616K
PP
452
Paloma Partners
Connecticut
$612K +$375K +810 +159%
AWS
453
Atria Wealth Solutions
New York
$605K +$298K +644 +97%
Aviva
454
Aviva
United Kingdom
$605K -$122K -263 -17%
CWM
455
Cranbrook Wealth Management
Michigan
$604K +$604K +1,304 New
DF
456
Donoghue Forlines
Massachusetts
$599K +$45.4K +98 +8%
CB
457
Commerce Bank
Missouri
$594K +$2.32K +5 +0.4%
SCM
458
Shelton Capital Management
Colorado
$590K -$72.3K -156 -11%
KAS
459
Kestra Advisory Services
Texas
$590K -$18.5K -40 -3%
FBT
460
First Bank & Trust
South Dakota
$585K -$13K -28 -2%
OAM
461
Ostrum Asset Management
France
$569K -$44K -95 -7%
JIC
462
Johnson Investment Counsel
Ohio
$566K -$6.95K -15 -1%
MGIA
463
Moneta Group Investment Advisors
Missouri
$563K -$36.1K -78 -6%
Capstone Investment Advisors
464
Capstone Investment Advisors
New York
$561K +$561K +1,211 New
SP
465
Symmetry Partners
Connecticut
$557K
BOH
466
Bank of Hawaii
Hawaii
$556K
NC
467
nVerses Capital
Florida
$556K +$556K +1,200 New
BC
468
Burney Company
Virginia
$546K -$364K -785 -40%
HH
469
Hilltop Holdings
Texas
$545K -$726K -1,568 -57%
OAC
470
OMERS Administration Corp
Ontario, Canada
$543K +$543K +1,173 New
CA
471
Clearstead Advisors
Ohio
$541K +$525K +1,134 +3,335%
AWE
472
Avidian Wealth Enterprises
Texas
$541K -$124K -267 -19%
ET
473
Equitable Trust
Tennessee
$529K -$158K -342 -23%
IWA
474
Icon Wealth Advisors
Texas
$526K +$2.45K +5 +0.5%
PNC
475
Park National Corp
Ohio
$525K +$463 +1 +0.1%