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 %
BCFD
576
Boit C.F. David
$278K
NPT
577
Nixon Peabody Trust
Massachusetts
$278K
GEA
578
Glen Eagle Advisors
New Jersey
$277K +$118K +255 +75%
SC
579
Savant Capital
Illinois
$273K -$7.88K -17 -3%
IA
580
IFP Advisors
Florida
$273K -$80.1K -173 -23%
WPW
581
Waldron Private Wealth
Pennsylvania
$272K +$2.78K +6 +1%
CAG
582
Csenge Advisory Group
Florida
$270K +$7.41K +16 +3%
ASN
583
Advisory Services Network
Georgia
$270K -$25.9K -56 -9%
Nomura Holdings
584
Nomura Holdings
Japan
$269K +$269K +581 New
LT
585
Legacy Trust
Michigan
$269K
AssetMark Inc
586
AssetMark Inc
California
$266K -$20.8K -45 -7%
CAG
587
Crestwood Advisors Group
Massachusetts
$262K +$262K +565 New
FIM
588
Freedom Investment Management
Connecticut
$261K -$122K -263 -32%
PFBT
589
Parkside Financial Bank & Trust
Missouri
$259K +$15.7K +34 +6%
QCG
590
Quadrant Capital Group
Ohio
$259K +$23.6K +51 +10%
TWM
591
Tradition Wealth Management
Minnesota
$259K +$1.85K +4 +0.7%
AAM
592
Aureus Asset Management
Massachusetts
$255K
PFS
593
Prospect Financial Services
New York
$255K +$2.32K +5 +0.9%
AGP
594
Autumn Glory Partners
Texas
$254K -$121K -262 -32%
National Bank of Canada
595
National Bank of Canada
Quebec, Canada
$254K +$186K +402 +273%
SFA
596
Sequoia Financial Advisors
Ohio
$254K +$32.4K +70 +15%
STA
597
Summit Trail Advisors
New York
$252K +$1.39K +3 +0.6%
AWA
598
Arkadios Wealth Advisors
Georgia
$250K +$2.78K +6 +1%
NCM
599
Northside Capital Management
Oregon
$245K
BCV
600
Banque Cantonale Vaudoise
Switzerland
$244K +$244K +525 New