WSO icon

Watsco
WSO

Overview Fund Activity

779 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, 294 increasing their positions, 286 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.27%
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
294
Reduced
286
Closed
67
Calls
$56M
Puts
$70.1M
Net Calls
-$14.1M
Net Calls Change
-$25.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
2
BEI
Benjamin Edwards Inc
Missouri
+$50.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$41M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$36.3M
5
WJWM
Williams Jones Wealth Management
New York
+$34.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$114M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$91.3M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$77.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$65.7M
5
Capital World Investors
Capital World Investors
California
-$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
476
CI Investments Inc
Ontario, Canada
$582K +$78.6K +160 +16%
BC
477
Burney Company
Virginia
$579K – – –
AWE
478
Avidian Wealth Enterprises
Texas
$578K +$3.44K +7 +0.6%
TPA
479
Trivium Point Advisory
Connecticut
$577K -$30.4K -56 -5%
OAC
480
OMERS Administration Corp
Ontario, Canada
$577K – – –
IFU
481
iSAM Funds (UK)
United Kingdom
$574K +$356K +724 +163%
ET
482
Equitable Trust
Tennessee
$574K +$12.3K +25 +2%
PP
483
Prudential plc
United Kingdom
$567K +$332K +675 +142%
QCM
484
QRG Capital Management
Illinois
$563K +$62.5K +127 +12%
LFG
485
Larson Financial Group
Missouri
$560K +$544K +1,107 +3,571%
AIM
486
Aigen Investment Management
New York
$558K +$558K +1,135 New
PNC
487
Park National Corp
Ohio
$557K -$492 -1 -0.1%
CA
488
Clearstead Advisors
Ohio
$553K -$21.2K -43 -4%
MCM
489
Mattern Capital Management
Colorado
$545K +$51.6K +105 +10%
Lido Advisors
490
Lido Advisors
California
$545K +$89.6K +182 +20%
IMCOOI
491
Investment Management Corp of Ontario (IMCO)
Canada
$542K +$197K +400 +57%
ECM
492
Evergreen Capital Management
Washington
$541K +$11.8K +24 +2%
SAM
493
Shell Asset Management
Netherlands
$541K +$541K +1,099 New
FTWA
494
Fifth Third Wealth Advisors
Ohio
$537K +$6.39K +13 +1%
CL
495
Choreo LLC
Illinois
$527K +$194K +392 +58%
RC
496
Roundview Capital
New Jersey
$520K +$9.35K +19 +2%
PPC
497
Park Place Capital
Alabama
$516K -$3.94K -8 -0.8%
AC
498
AXQ Capital
New Jersey
$512K +$512K +1,040 New
QPW
499
Quantum Private Wealth
Florida
$510K – – –
EA
500
Everpar Advisors
Oklahoma
$508K -$32.5K -66 -6%
18 19
20
21 22