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 %
VFA
501
Valeo Financial Advisors
Indiana
$502K +$492 +1 +0.1%
PA
502
Profund Advisors
Maryland
$494K +$37.4K +76 +8%
TF
503
Tompkins Financial
New York
$492K – – –
CGL
504
Clarius Group LLC
Washington
$492K – – –
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
$490K +$5.41K +11 +1%
KPWS
506
Kestra Private Wealth Services
Texas
$479K -$13.3K -27 -3%
AFG
507
Atomi Financial Group
New York
$479K +$246K +500 +106%
EI
508
Ellevest Inc
New York
$471K -$492 -1 -0.1%
HFO
509
Heritage Family Offices
Arizona
$471K +$2.46K +5 +0.5%
PWLP
510
Prio Wealth Limited Partnership
Massachusetts
$468K +$172K +350 +58%
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$468K +$11.8K +24 +3%
VF
512
Virtu Financial
New York
$462K -$664K -1,350 -59%
CIA
513
Compass Ion Advisors
Pennsylvania
$460K +$33K +67 +8%
TRCT
514
Tower Research Capital (TRC)
New York
$451K -$426K -867 -49%
PFS
515
Prospera Financial Services
Texas
$448K -$2.95K -6 -0.7%
HTC
516
Haverford Trust Company
Pennsylvania
$446K +$47.7K +97 +12%
AR
517
Advisory Research
Illinois
$445K -$2.08M -4,240 -82%
SI
518
Stephens Inc
Arkansas
$444K +$28.5K +58 +7%
Susquehanna International Group
519
Susquehanna International Group
Pennsylvania
$444K -$2.25M -4,568 -84%
SVWAG
520
Sound View Wealth Advisors Group
Georgia
$444K +$1.48K +3 +0.3%
AAF
521
Andra AP-fonden
Sweden
$443K -$935K -1,900 -68%
ADIM
522
Alpha DNA Investment Management
Maryland
$439K +$111K +225 +34%
FLPIM
523
F.L. Putnam Investment Management
Massachusetts
$435K -$30.5K -62 -7%
PVI
524
Pine Valley Investments
New Jersey
$427K – – –
TSMHT
525
Thurston Springer Miller Herd & Titak
Indiana
$425K – – –
19 20
21
22 23