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Watsco
WSO

Overview Fund Activity

769 hedge funds and large institutions have $16.6B invested in Watsco in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 321 reducing their positions, and 65 closing their positions.

Holders
769
Holders Change
+28
Holders Change %
+3.78%
% of All Funds
11.19%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
106
Increased
242
Reduced
321
Closed
65
Calls
$48.5M
Puts
$36.7M
Net Calls
+$11.8M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$288M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.52B
3
Citadel Advisors
3
Citadel Advisors
Florida
$133M
4
Swedbank
4
Swedbank
Sweden
$88.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$69.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$129M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$712M
3
Norges Bank
3
Norges Bank
Norway
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$243M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$63.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$129M 277,717 -198,637 -42%
Northern Trust
27
Northern Trust
Illinois
$126M 271,625 +27,004 +11%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$126M 270,987 -64,625 -19%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$123M 266,227 -11,588 -4%
Norges Bank
30
Norges Bank
Norway
$110M 236,695 -122,325 -34%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$109M 236,015 -6,354 -3%
BG
32
Bahl & Gaynor
Ohio
$107M 230,654 +11 +0%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$104M 223,912 +31,947 +17%
WF
34
Welch & Forbes
Massachusetts
$103M 216,974 -2,923 -1%
CIPU
35
Caledonia Investments plc (UK)
United Kingdom
$98.9M 213,427 -12,000 -5%
Swedbank
36
Swedbank
Sweden
$88.5M 191,012 +191,012 New
Bank of America
37
Bank of America
North Carolina
$84M 181,279 +3,778 +2%
Corient Private Wealth
38
Corient Private Wealth
Florida
$74.7M 161,233 -5,685 -3%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$69.8M 150,764 +149,766 +15,007%
First Trust Advisors
40
First Trust Advisors
Illinois
$63.7M 137,509 -75,238 -35%
UBS AM
41
UBS AM
Illinois
$62.9M 135,867 +10,791 +9%
RP
42
Riverbridge Partners
Minnesota
$62.7M 135,284 -5,316 -4%
GKIM
43
GW&K Investment Management
Massachusetts
$62.4M 134,804 -3,002 -2%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$60.1M 129,668 -1,481 -1%
Squarepoint
45
Squarepoint
New York
$60M 129,543 -58,070 -31%
HCM
46
Howland Capital Management
Massachusetts
$57.9M 125,060 -10,672 -8%
TCM
47
TimesSquare Capital Management
New York
$56.9M 122,758 -9,220 -7%
AAMU
48
AEGON Asset Management (UK)
United Kingdom
$55.9M 120,712 -36,047 -23%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$54.7M 118,089 -5,414 -4%
Handelsbanken Fonder
50
Handelsbanken Fonder
Sweden
$54.7M 118,058 -50,400 -30%
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