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Watsco
WSO

Overview Fund Activity

813 hedge funds and large institutions have $16.9B invested in Watsco in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 270 increasing their positions, 303 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+34
Holders Change %
+4.36%
% of All Funds
10.83%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
108
Increased
270
Reduced
303
Closed
65
Calls
$23.9M
Puts
$39.1M
Net Calls
-$15.2M
Net Calls Change
-$1.09M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$105M
2
Charles Schwab
2
Charles Schwab
California
$650M
3
Citadel Advisors
3
Citadel Advisors
Florida
$76.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$52.5M
5
UBS Group
5
UBS Group
Switzerland
$65.5M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$247K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.64B
3
Barclays
3
Barclays
United Kingdom
$113M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$520M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
551
Centennial Wealth Advisory
Michigan
$358K +$10.4K +22 +3%
SFA
552
Sequoia Financial Advisors
Ohio
$356K +$94.3K +199 +36%
DWM
553
Dakota Wealth Management
Florida
$356K – – –
IWA
554
Icon Wealth Advisors
Texas
$355K -$19.4K -41 -5%
WC
555
Waterloo Capital
Texas
$352K -$35.6K -75 -9%
WEG
556
World Equity Group
Illinois
$350K +$350K +738 New
ICM
557
Intrepid Capital Management
Florida
$349K -$1.69M -3,558 -83%
THCM
558
Taylor Hoffman Capital Management
Virginia
$343K – – –
SF
559
Summit Financial
New Jersey
$336K +$99.9K +211 +42%
UM
560
UniSuper Management
Australia
$332K -$47.4K -100 -13%
CCA
561
Checchi Capital Advisers
California
$330K +$1.9K +4 +0.6%
MLA
562
My Legacy Advisors
Oregon
$329K +$10.1K +21 +3%
EGA
563
Eagle Global Advisors
Texas
$328K – – –
GIM
564
Groesbeck Investment Management
New Jersey
$325K -$379K -800 -54%
PTP
565
Platform Technology Partners
New York
$325K – – –
EC
566
EntryPoint Capital
New York
$322K +$322K +680 New
WC
567
Woodstock Corp
Massachusetts
$320K – – –
FCBT
568
First Citizens Bank & Trust
North Carolina
$319K +$25.6K +54 +9%
BFG
569
Bleakley Financial Group
New Jersey
$319K +$25.1K +53 +9%
FC
570
Fulcrum Capital
Washington
$318K +$24.6K +52 +8%
Bank of Nova Scotia
571
Bank of Nova Scotia
Ontario, Canada
$315K -$489K -1,031 -61%
PWP
572
Phillips Wealth Planners
Mississippi
$315K -$63.6K -137 -17%
AssetMark Inc
573
AssetMark Inc
California
$314K +$23.7K +50 +8%
HNB
574
Huntington National Bank
Ohio
$310K -$42.7K -90 -12%
AWM
575
Apollon Wealth Management
South Carolina
$310K -$1.42K -3 -0.5%
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