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Watsco
WSO

Overview Fund Activity

778 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, 293 increasing their positions, 286 reducing their positions, and 67 closing their positions.

Holders
778
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.26%
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
293
Reduced
286
Closed
67
Calls
$56M
Puts
$70.1M
Net Calls
-$14.1M
Net Calls Change
-$25.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.78B
2
BEI
2
Benjamin Edwards Inc
Missouri
$52.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.75B
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$36.3M
5
WJWM
5
Williams Jones Wealth Management
New York
$62.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$27.5M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$607M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$56.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$8.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$126M 256,908 -9,319 -4%
BG
27
Bahl & Gaynor
Ohio
$117M 238,633 +7,979 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$111M 224,814 -11,201 -5%
WF
29
Welch & Forbes
Massachusetts
$106M 214,903 -2,071 -1%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$105M 213,628 -10,284 -5%
CIPU
31
Caledonia Investments plc (UK)
United Kingdom
$98M 199,427 -14,000 -7%
Invesco
32
Invesco
Georgia
$95.1M 193,340 -84,377 -30%
Bank of America
33
Bank of America
North Carolina
$90.4M 183,872 +2,593 +1%
Swedbank
34
Swedbank
Sweden
$85.5M 173,787 -17,225 -9%
Corient Private Wealth
35
Corient Private Wealth
Florida
$81.2M 165,052 +3,819 +2%
First Trust Advisors
36
First Trust Advisors
Illinois
$63.3M 128,762 -8,747 -6%
WJWM
37
Williams Jones Wealth Management
New York
$62.8M 127,770 +69,535 +119%
Handelsbanken Fonder
38
Handelsbanken Fonder
Sweden
$62.7M 127,558 +9,500 +8%
Jennison Associates
39
Jennison Associates
New York
$60.4M 122,862 +10,173 +9%
Luther King Capital Management (LKCM)
40
Luther King Capital Management (LKCM)
Texas
$60.1M 122,147 +15,700 +15%
RP
41
Riverbridge Partners
Minnesota
$59.7M 121,394 -13,890 -10%
AAMU
42
AEGON Asset Management (UK)
United Kingdom
$59.5M 120,878 +166 +0.1%
HCM
43
Howland Capital Management
Massachusetts
$59.2M 120,255 -4,805 -4%
UBS AM
44
UBS AM
Illinois
$58.5M 118,860 -17,007 -13%
BBHC
45
Brown Brothers Harriman & Co
New York
$58.4M 118,763 +27,215 +30%
Legal & General Group
46
Legal & General Group
United Kingdom
$57.8M 117,592 +4,254 +4%
GKIM
47
GW&K Investment Management
Massachusetts
$57.5M 116,975 -17,829 -13%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$56.2M 114,214 -156,773 -58%
TCM
49
TimesSquare Capital Management
New York
$54.6M 110,903 -11,855 -10%
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$54.4M 110,557 -7,532 -6%
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