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Watsco
WSO

Overview Fund Activity

722 hedge funds and large institutions have $15.4B invested in Watsco in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 248 increasing their positions, 260 reducing their positions, and 66 closing their positions.

Holders
722
Holders Change
+42
Holders Change %
+6.18%
% of All Funds
10.59%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
118
Increased
248
Reduced
260
Closed
66
Calls
$153M
Puts
$67.8M
Net Calls
+$85.1M
Net Calls Change
+$149M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$325M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$176M
3
CC
3
Cartenna Capital
Connecticut
$45.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$99M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$44.2M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$633M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$71.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$179M
5
Charles Schwab
5
Charles Schwab
California
$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
26
Hamlin Capital Management
New York
$127M +$6.86M +16,006 +6%
Northern Trust
27
Northern Trust
Illinois
$123M -$9.41M -21,969 -7%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$121M -$4.36M -10,173 -3%
Goldman Sachs
29
Goldman Sachs
New York
$109M +$12M +28,047 +12%
Bank of America
30
Bank of America
North Carolina
$109M +$26.6M +62,050 +32%
BG
31
Bahl & Gaynor
Ohio
$106M -$3.96M -9,242 -4%
Norges Bank
32
Norges Bank
Norway
$103M -$38.3M -89,409 -27%
CIPU
33
Caledonia Investments plc (UK)
United Kingdom
$100M -$2.15M -5,000 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$99M +$44.8M +104,600 +83%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$95.2M -$3.43M -8,010 -3%
Swedbank
36
Swedbank
Sweden
$95.1M -$23.6M -55,030 -20%
WF
37
Welch & Forbes
Massachusetts
$91.6M +$554K +1,293 +0.6%
Westfield Capital Management
38
Westfield Capital Management
Massachusetts
$77.6M +$1.94M +4,527 +3%
Citadel Advisors
39
Citadel Advisors
Florida
$71.7M -$139M -324,792 -66%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$71.1M -$121M -282,364 -63%
Corient Private Wealth
41
Corient Private Wealth
Florida
$71.1M +$243K +568 +0.3%
ACA
42
Anchor Capital Advisors
Massachusetts
$70.8M -$4.53M -10,579 -6%
AAMU
43
AEGON Asset Management (UK)
United Kingdom
$64.9M +$64.9M +151,288 New
Handelsbanken Fonder
44
Handelsbanken Fonder
Sweden
$62.8M +$12.9M +30,000 +26%
Principal Financial Group
45
Principal Financial Group
Iowa
$61.6M +$335K +783 +0.5%
RP
46
Riverbridge Partners
Minnesota
$61.2M -$515K -1,202 -0.8%
HCM
47
Howland Capital Management
Massachusetts
$60.5M -$428 -1 -0%
GKIM
48
GW&K Investment Management
Massachusetts
$59.7M -$1.41M -3,301 -2%
DP
49
Dearborn Partners
Illinois
$58.5M -$16.3M -38,153 -22%
Squarepoint
50
Squarepoint
New York
$57.4M +$27.2M +63,557 +90%
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