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 %
Acadian Asset Management
526
Acadian Asset Management
Massachusetts
$372K +$372K +807 New
UM
527
UniSuper Management
Australia
$371K +$139K +300 +60%
BNP Paribas Asset Management
528
BNP Paribas Asset Management
France
$368K -$84.7K -183 -19%
PCM
529
Penserra Capital Management
California
$368K -$7.86K -17 -2%
Rafferty Asset Management
530
Rafferty Asset Management
New York
$367K +$367K +792 New
JEST
531
JTC Employer Solutions Trustee
Jersey
$362K
TI
532
TrueMark Investments
Illinois
$359K +$359K +774 New
ICM
533
Intrepid Capital Management
Florida
$358K -$1.55M -3,348 -81%
IIA
534
ICW Investment Advisors
Arizona
$358K -$6.95K -15 -2%
SCM
535
Semanteon Capital Management
Massachusetts
$354K -$1.06M -2,278 -75%
DWT
536
Dorsey & Whitney Trust
South Dakota
$353K -$10.7K -23 -3%
HWA
537
Heartwood Wealth Advisors
Virginia
$353K
CFGS
538
Concourse Financial Group Securities
Alabama
$350K -$10.7K -23 -3%
VWM
539
Venturi Wealth Management
Texas
$347K +$307K +663 +771%
MA
540
Mutual Advisors
Nebraska
$341K -$2.52K -5 -0.7%
CWA
541
Centennial Wealth Advisory
Michigan
$335K -$125K -270 -27%
THWM
542
Taylor Hoffman Wealth Management
Virginia
$334K
FCBT
543
First Citizens Bank & Trust
North Carolina
$332K +$332K +717 New
JCM
544
Jag Capital Management
Missouri
$329K -$1.85K -4 -0.6%
AWM
545
Apollon Wealth Management
South Carolina
$329K +$37.5K +81 +13%
IMCOOI
546
Investment Management Corp of Ontario (IMCO)
Canada
$325K +$92.6K +200 +40%
DAS
547
Diversify Advisory Services
Utah
$323K -$580K -1,216 -64%
EGA
548
Eagle Global Advisors
Texas
$321K +$2.32K +5 +0.7%
CCA
549
Checchi Capital Advisers
California
$321K
MLA
550
My Legacy Advisors
Oregon
$320K +$100K +216 +46%