770 hedge funds and large institutions have $16.6B invested in Watsco in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 242 increasing their positions, 321 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
770
Holders Change
+29
Holders Change %
+3.91%
% of All Funds
11.2%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
107
Increased
242
Reduced
321
Closed
65
Calls
$48.5M
Puts
$36.7M
Net Calls
+$11.8M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Shares
Change %
TPA
476
Trivium Point Advisory
Connecticut
$518K -$2.32K -5 -0.4%
Credit Agricole
477
Credit Agricole
France
$518K +$518K +1,118 New
EA
478
Everpar Advisors
Oklahoma
$509K +$35.7K +77 +8%
FTWA
479
Fifth Third Wealth Advisors
Ohio
$500K +$500K +1,079 New
GSEP
480
Golden State Equity Partners
California
$499K +$499K +1,077 New
ECM
481
Evergreen Capital Management
Washington
$498K +$206K +445 +71%
SI
482
Seeds Investor
New York
$492K +$492K +1,061 New
PPC
483
Park Place Capital
Alabama
$490K
RC
484
Roundview Capital
New Jersey
$481K
QPW
485
Quantum Private Wealth
Florida
$481K
IC
486
IEQ Capital
California
$476K +$67.2K +145 +16%
CI Investments Inc
487
CI Investments Inc
Ontario, Canada
$474K +$11.6K +25 +3%
VFA
488
Valeo Financial Advisors
Indiana
$472K +$926 +2 +0.2%
QCM
489
QRG Capital Management
Illinois
$472K +$80.1K +173 +20%
MCM
490
Mattern Capital Management
Colorado
$465K +$85.7K +185 +23%
KPWS
491
Kestra Private Wealth Services
Texas
$463K +$38K +82 +9%
TF
492
Tompkins Financial
New York
$463K
CGL
493
Clarius Group LLC
Washington
$463K
SFI
494
Siemens Fonds Invest
Germany
$459K
MA
495
MJP Associates
Connecticut
$458K +$8.8K +19 +2%
Fifth Third Bancorp
496
Fifth Third Bancorp
Ohio
$456K -$111K -239 -20%
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
$450K +$126K +273 +39%
EI
498
Ellevest Inc
New York
$444K +$20.8K +45 +5%
HWMA
499
Heritage Wealth Management (Arizona)
Arizona
$442K -$59.8K -129 -12%
HFO
500
Heritage Family Offices
Arizona
$442K +$442K +953 New