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Watsco
WSO

Overview Fund Activity

741 hedge funds and large institutions have $15.5B invested in Watsco in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 269 increasing their positions, 280 reducing their positions, and 54 closing their positions.

Holders
741
Holders Change
+19
Holders Change %
+2.63%
% of All Funds
10.74%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.19%
New
80
Increased
269
Reduced
280
Closed
54
Calls
$89.5M
Puts
$66.7M
Net Calls
+$22.8M
Net Calls Change
-$62.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.32B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.47B
3
Norges Bank
3
Norges Bank
Norway
$155M
4
Invesco
4
Invesco
Georgia
$206M
5
Jennison Associates
5
Jennison Associates
New York
$80.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
BlackRock
2
BlackRock
New York
$1.58B
3
Swedbank
3
Swedbank
Sweden
$0
4
Capital World Investors
4
Capital World Investors
California
$319M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$124M 286,215 -472,643 -62%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$120M 277,815 -4,844 -2%
Northern Trust
28
Northern Trust
Illinois
$106M 244,621 -42,282 -15%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$105M 242,369 +11,235 +5%
Goldman Sachs
30
Goldman Sachs
New York
$101M 234,903 -20,159 -8%
BG
31
Bahl & Gaynor
Ohio
$99.6M 230,643 -17,826 -7%
CIPU
32
Caledonia Investments plc (UK)
United Kingdom
$97.2M 225,427 -8,657 -4%
WF
33
Welch & Forbes
Massachusetts
$95M 219,897 +6,208 +3%
First Trust Advisors
34
First Trust Advisors
Illinois
$91.9M 212,747 -98,040 -32%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$82.9M 191,965 -30,171 -14%
Squarepoint
36
Squarepoint
New York
$81M 187,613 +53,650 +40%
Jennison Associates
37
Jennison Associates
New York
$80.2M 185,633 +62,593 +51%
Bank of America
38
Bank of America
North Carolina
$76.7M 177,501 -76,156 -30%
Handelsbanken Fonder
39
Handelsbanken Fonder
Sweden
$72.8M 168,458 +22,000 +15%
Corient Private Wealth
40
Corient Private Wealth
Florida
$72.1M 166,918 +967 +0.6%
AAMU
41
AEGON Asset Management (UK)
United Kingdom
$67.6M 156,759 +5,471 +4%
RP
42
Riverbridge Partners
Minnesota
$60.7M 140,600 -2,236 -2%
GKIM
43
GW&K Investment Management
Massachusetts
$59.5M 137,806 -1,499 -1%
Principal Financial Group
44
Principal Financial Group
Iowa
$59.3M 137,303 -6,435 -4%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$59M 135,621 +24,696 +22%
HCM
46
Howland Capital Management
Massachusetts
$58.6M 135,732 -5,513 -4%
TCM
47
TimesSquare Capital Management
New York
$57M 131,978 +6,190 +5%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$56.7M 131,149 +443 +0.3%
ACA
49
Anchor Capital Advisors
Massachusetts
$55.2M 127,794 -37,383 -23%
UBS AM
50
UBS AM
Illinois
$54M 125,076 +374 +0.3%
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