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 %
SQA
551
Simon Quick Advisors
New Jersey
$317K +$28.3K +61 +10%
PTP
552
Platform Technology Partners
New York
$317K +$317K +685 New
WC
553
Woodstock Corp
Massachusetts
$313K
CL
554
Choreo LLC
Illinois
$310K +$310K +672 New
ADIM
555
Alpha DNA Investment Management
Maryland
$309K +$68.1K +147 +28%
WC
556
Waterloo Capital
Texas
$308K +$308K +665 New
Assenagon Asset Management
557
Assenagon Asset Management
Luxembourg
$308K +$60.7K +131 +25%
TWM
558
Thrive Wealth Management
Pennsylvania
$307K +$28.7K +62 +10%
Teacher Retirement System of Texas
559
Teacher Retirement System of Texas
Texas
$306K -$93.2K -201 -23%
S
560
SignatureFD
Georgia
$304K +$45.4K +98 +18%
IAS
561
Insigneo Advisory Services
Florida
$304K +$7.38K +16 +2%
SW
562
Simplicity Wealth
New Jersey
$296K -$463 -1 -0.2%
BFG
563
Bleakley Financial Group
New Jersey
$296K -$463 -1 -0.2%
MWM
564
Modern Wealth Management
Kansas
$291K +$291K +627 New
NC
565
Napatree Capital
Rhode Island
$290K +$33.8K +73 +13%
AAIS
566
ABN AMRO Investment Solutions
$288K +$288K +622 New
LSPW
567
Lake Street Private Wealth
Illinois
$288K
RVPG
568
Relative Value Partners Group
$288K +$288K +621 New
UF
569
Univest Financial
Pennsylvania
$287K -$18.5K -40 -6%
FC
570
Fulcrum Capital
Washington
$287K
IGAM
571
iA Global Asset Management
Quebec, Canada
$284K +$284K +613 New
KFA
572
Krane Funds Advisors
New York
$283K -$220K -475 -44%
1IA
573
1834 Investment Advisors
Wisconsin
$283K +$46.8K +101 +20%
BBW
574
Blue Barn Wealth
Utah
$280K +$28.7K +62 +11%
PWLP
575
Prio Wealth Limited Partnership
Massachusetts
$279K