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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 %
AWM
451
Axxcess Wealth Management
California
$686K -$8.36K -17 -1%
AG
452
Advocate Group
Minnesota
$681K – – –
AGP
453
Autumn Glory Partners
Texas
$679K +$407K +821 +150%
PAG
454
Private Advisor Group
New Jersey
$665K -$12.3K -25 -2%
RSWM
455
Robertson Stephens Wealth Management
California
$665K +$665K +1,351 New
Aviva
456
Aviva
United Kingdom
$664K +$21.6K +44 +3%
TFS
457
Thoroughbred Financial Services
Tennessee
$662K -$35.9K -73 -5%
VA
458
Vident Advisory
Georgia
$652K -$248K -504 -28%
TC
459
TwinBeech Capital
New York
$651K +$651K +1,323 New
SCM
460
Sterling Capital Management
North Carolina
$649K +$649K +1,319 New
PPW
461
Parcion Private Wealth
Washington
$646K +$646K +1,314 New
NS
462
NBC Securities
Alabama
$638K -$38.8K -79 -6%
BAAM
463
Baker Avenue Asset Management
California
$626K +$626K +1,272 New
FBT
464
First Bank & Trust
South Dakota
$619K -$2.46K -5 -0.4%
SCM
465
Shelton Capital Management
Colorado
$618K -$8.85K -18 -1%
FDCDDQ
466
Federation des caisses Desjardins du Quebec
Quebec, Canada
$615K +$138K +280 +29%
KAS
467
Kestra Advisory Services
Texas
$608K -$18.7K -38 -3%
HH
468
Hilltop Holdings
Texas
$606K +$27.5K +56 +5%
JIC
469
Johnson Investment Counsel
Ohio
$601K – – –
SSA
470
Schonfeld Strategic Advisors
New York
$596K -$17.3M -35,188 -97%
MWM
471
Modera Wealth Management
New Jersey
$592K -$240K -488 -29%
BOH
472
Bank of Hawaii
Hawaii
$591K – – –
TF
473
Tudor Financial
Ohio
$588K +$588K +1,195 New
MGIA
474
Moneta Group Investment Advisors
Missouri
$583K -$14.3K -29 -2%
BHCM
475
Brevan Howard Capital Management
Jersey
$583K +$583K +1,185 New
17 18
19
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