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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
10.83%
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
$650M
3
Citadel Advisors
Citadel Advisors
Florida
$76.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$52.5M
5
UBS Group
UBS Group
Switzerland
$65.5M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$247K
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.64B
3
Barclays
Barclays
United Kingdom
$113M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$520M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
451
Diversify Wealth Management
Utah
$687K -$26.9K -58 -4%
FRA
452
Frank Rimerman Advisors
California
$676K – – –
OAC
453
OMERS Administration Corp
Ontario, Canada
$672K +$116K +245 +21%
PWPS
454
Pinnacle Wealth Planning Services
Ohio
$669K -$1.9K -4 -0.3%
DCM
455
Donaldson Capital Management
Indiana
$665K -$12.3K -26 -2%
AWM
456
Axxcess Wealth Management
California
$659K -$2.37K -5 -0.4%
AG
457
Advocate Group
Minnesota
$656K – – –
PA
458
Parallel Advisors
California
$652K -$10.9K -23 -2%
TAF
459
Tredje AP-fonden
Sweden
$646K -$646K -1,364 -50%
VV
460
Verity & Verity
South Carolina
$644K +$644K +1,359 New
ET
461
Entropy Technologies
New York
$643K +$643K +1,357 New
KPWS
462
Kestra Private Wealth Services
Texas
$634K +$172K +364 +37%
PAG
463
Private Advisor Group
New Jersey
$628K -$12.3K -26 -2%
QCM
464
QRG Capital Management
Illinois
$625K +$82K +173 +15%
PPW
465
Parcion Private Wealth
Washington
$623K – – –
TWP
466
Tyche Wealth Partners
Texas
$617K +$617K +1,301 New
FTWA
467
Fifth Third Wealth Advisors
Ohio
$616K +$98.1K +207 +19%
RC
468
Roundview Capital
New Jersey
$608K +$106K +224 +21%
SCM
469
Shelton Capital Management
Colorado
$595K – – –
BAAM
470
Baker Avenue Asset Management
California
$587K -$16.1K -34 -3%
CI Investments Inc
471
CI Investments Inc
Ontario, Canada
$584K +$23.2K +49 +4%
JIC
472
Johnson Investment Counsel
Ohio
$579K +$474 +1 +0.1%
MWM
473
Modera Wealth Management
New Jersey
$573K +$3.32K +7 +0.6%
BOH
474
Bank of Hawaii
Hawaii
$569K – – –
TFS
475
Thoroughbred Financial Services
Tennessee
$569K -$69.2K -146 -11%
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19
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