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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
$1.78B
2
BEI
Benjamin Edwards Inc
Missouri
$52.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.75B
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36.3M
5
WJWM
Williams Jones Wealth Management
New York
$62.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$27.5M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$607M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$56.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.48M
5
Capital World Investors
Capital World Investors
California
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
551
Dakota Wealth Management
Florida
$370K -$48.2K -98 -12%
IC
552
IEQ Capital
California
$368K -$137K -278 -27%
HNB
553
Huntington National Bank
Ohio
$366K -$43.3K -88 -11%
FRM
554
Fox Run Management
Connecticut
$365K +$365K +743 New
CFGS
555
Concourse Financial Group Securities
Alabama
$363K -$8.85K -18 -2%
CWA
556
Centennial Wealth Advisory
Michigan
$360K +$4.92K +10 +1%
AAIS
557
ABN AMRO Investment Solutions
$358K +$52.1K +106 +17%
MA
558
Mutual Advisors
Nebraska
$355K +$30.1K +63 +9%
SQA
559
Simon Quick Advisors
New Jersey
$344K +$6.89K +14 +2%
MM
560
MQS Management
New York
$344K +$344K +699 New
THCM
561
Taylor Hoffman Capital Management
Virginia
$342K +$342K +724 New
EGA
562
Eagle Global Advisors
Texas
$341K – – –
CCA
563
Checchi Capital Advisers
California
$340K – – –
PTP
564
Platform Technology Partners
New York
$337K – – –
WC
565
Woodstock Corp
Massachusetts
$332K – – –
MLA
566
My Legacy Advisors
Oregon
$328K -$11.8K -24 -3%
AWM
567
Apollon Wealth Management
South Carolina
$323K -$25.1K -51 -7%
Jones Financial Companies
568
Jones Financial Companies
Missouri
$322K +$140K +282 +76%
TWM
569
Thrive Wealth Management
Pennsylvania
$320K -$5.9K -12 -2%
SC
570
Savant Capital
Illinois
$320K +$29.5K +60 +10%
AWA
571
Arkadios Wealth Advisors
Georgia
$317K +$51.6K +105 +19%
RIM
572
Rakuten Investment Management
Japan
$315K +$83.8K +169 +36%
MWM
573
Modern Wealth Management
Kansas
$309K +$492 +1 +0.2%
BFG
574
Bleakley Financial Group
New Jersey
$305K -$8.85K -18 -3%
FCBT
575
First Citizens Bank & Trust
North Carolina
$305K -$47.7K -97 -14%
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