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 %
FLPIM
501
F.L. Putnam Investment Management
Massachusetts
$439K +$216K +467 +97%
CWM
502
Congress Wealth Management
Massachusetts
$437K +$1.86K +4 +0.4%
PWP
503
Phillips Wealth Planners
Mississippi
$436K -$73.9K -152 -14%
Tudor Investment Corp
504
Tudor Investment Corp
Connecticut
$435K +$435K +940 New
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$430K -$13.4K -29 -3%
PA
506
Profund Advisors
Maryland
$430K -$144K -310 -25%
Lido Advisors
507
Lido Advisors
California
$429K +$47.7K +103 +13%
PFS
508
Prospera Financial Services
Texas
$425K -$7.89K -17 -2%
FFG
509
Fiduciary Financial Group
California
$422K +$422K +811 New
SVWAG
510
Sound View Wealth Advisors Group
Georgia
$416K -$14.8K -32 -3%
PI
511
PineBridge Investments
New York
$413K -$12.5K -27 -3%
AWA
512
Arete Wealth Advisors
Illinois
$411K +$411K +887 New
PVI
513
Pine Valley Investments
New Jersey
$402K -$225K -486 -36%
TSMHT
514
Thurston Springer Miller Herd & Titak
Indiana
$400K +$400K +864 New
DWM
515
Dakota Wealth Management
Florida
$394K -$3.06M -6,609 -89%
ECM
516
Ensemble Capital Management
California
$391K -$322K -695 -45%
SI
517
Stephens Inc
Arkansas
$391K -$2.78K -6 -0.7%
IB
518
Intrust Bank
Kansas
$391K +$21.3K +46 +6%
GT
519
Greenleaf Trust
Michigan
$388K -$610K -1,316 -61%
HNB
520
Huntington National Bank
Ohio
$386K +$23.6K +51 +7%
CG
521
Cynosure Group
Utah
$379K +$926 +2 +0.2%
HTC
522
Haverford Trust Company
Pennsylvania
$375K +$17.6K +38 +5%
BAMF
523
BI Asset Management Fondsmaeglerselskab
Denmark
$375K -$541K -1,167 -59%
CIA
524
Compass Ion Advisors
Pennsylvania
$375K
IPWA
525
International Private Wealth Advisors
California
$374K -$130K -280 -26%