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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 %
CG
526
Cynosure Group
Utah
$423K +$20.2K +41 +5%
IGAM
527
iA Global Asset Management
Quebec, Canada
$416K +$114K +232 +38%
CCIA
528
Campbell & Co Investment Adviser
Maryland
$413K +$413K +840 New
GT
529
Greenleaf Trust
Michigan
$411K -$1.48K -3 -0.4%
IB
530
Intrust Bank
Kansas
$410K -$5.41K -11 -1%
FFG
531
Fiduciary Financial Group
California
$410K +$7.93K +16 +2%
JCM
532
Jag Capital Management
Missouri
$409K +$59.5K +121 +17%
VWM
533
Venturi Wealth Management
Texas
$404K +$35.4K +72 +10%
IIA
534
ICW Investment Advisors
Arizona
$403K +$22.6K +46 +6%
PWP
535
Phillips Wealth Planners
Mississippi
$403K -$40.5K -82 -9%
WC
536
Waterloo Capital
Texas
$402K +$74.8K +152 +23%
AWA
537
Arete Wealth Advisors
Illinois
$397K -$36.7K -75 -8%
IPW
538
Impact Partnership Wealth
Georgia
$397K +$397K +807 New
Rafferty Asset Management
539
Rafferty Asset Management
New York
$394K +$4.92K +10 +1%
Northwestern Mutual Wealth Management
540
Northwestern Mutual Wealth Management
Wisconsin
$394K -$607K -1,234 -61%
UM
541
UniSuper Management
Australia
$394K – – –
CWM
542
Congress Wealth Management
Massachusetts
$391K -$72.9K -148 -16%
IWA
543
Icon Wealth Advisors
Texas
$389K -$140K -285 -27%
LSAG
544
Lake Street Advisors Group
New Hampshire
$385K -$1.09M -2,224 -74%
PCM
545
Penserra Capital Management
California
$383K -$7.36K -15 -2%
JEST
546
JTC Employer Solutions Trustee
Jersey
$383K – – –
IPWA
547
International Private Wealth Advisors
California
$380K -$17.2K -35 -4%
SRL
548
Scientech Research LLC
New Jersey
$377K +$377K +766 New
DWT
549
Dorsey & Whitney Trust
South Dakota
$375K – – –
HWA
550
Heartwood Wealth Advisors
Virginia
$374K – – –
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