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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 64 closing their positions.

Holders
813
Holders Change
+35
Holders Change %
+4.5%
% 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
64
Calls
$23.9M
Puts
$39.1M
Net Calls
-$15.2M
Net Calls Change
-$1.09M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$105M
2
Charles Schwab
2
Charles Schwab
California
$650M
3
Citadel Advisors
3
Citadel Advisors
Florida
$76.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$52.5M
5
UBS Group
5
UBS Group
Switzerland
$65.5M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$247K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.64B
3
Barclays
3
Barclays
United Kingdom
$113M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$520M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$123M 260,104 +3,196 +1%
BG
27
Bahl & Gaynor
Ohio
$119M 251,529 +12,896 +5%
Norges Bank
28
Norges Bank
Norway
$118M 249,661 +249,661 New
Barclays
29
Barclays
United Kingdom
$113M 237,647 -146,765 -38%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$108M 228,115 +3,301 +1%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$105M 220,586 +220,586 New
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$104M 218,987 +5,359 +3%
WF
33
Welch & Forbes
Massachusetts
$102M 214,281 -622 -0.3%
CIPU
34
Caledonia Investments plc (UK)
United Kingdom
$92.2M 194,427 -5,000 -3%
Invesco
35
Invesco
Georgia
$89.3M 188,480 -4,860 -3%
Citadel Advisors
36
Citadel Advisors
Florida
$76.6M 161,647 +105,706 +189%
Corient Private Wealth
37
Corient Private Wealth
Florida
$74.8M 157,818 -7,234 -4%
WJWM
38
Williams Jones Wealth Management
New York
$68.4M 144,435 +16,665 +13%
Bank of America
39
Bank of America
North Carolina
$67.1M 141,693 -42,179 -23%
AAMU
40
AEGON Asset Management (UK)
United Kingdom
$66M 139,157 +18,279 +15%
UBS Group
41
UBS Group
Switzerland
$65.5M 138,270 +76,736 +125%
BBHC
42
Brown Brothers Harriman & Co
New York
$62.7M 132,393 +13,630 +11%
UBS AM
43
UBS AM
Illinois
$61.8M 130,379 +11,519 +10%
Luther King Capital Management (LKCM)
44
Luther King Capital Management (LKCM)
Texas
$60.1M 126,875 +4,728 +4%
Handelsbanken Fonder
45
Handelsbanken Fonder
Sweden
$58M 122,458 -5,100 -4%
First Trust Advisors
46
First Trust Advisors
Illinois
$57.9M 122,189 -6,573 -5%
HCM
47
Howland Capital Management
Massachusetts
$56.3M 118,893 -1,362 -1%
GKIM
48
GW&K Investment Management
Massachusetts
$54.1M 114,187 -2,788 -2%
RP
49
Riverbridge Partners
Minnesota
$53.8M 113,472 -7,922 -7%
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$52.5M 110,752 +93,506 +542%
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