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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 %
S
576
SignatureFD
Georgia
$305K -$17.7K -36 -5%
FC
577
Fulcrum Capital
Washington
$304K – – –
AssetMark Inc
578
AssetMark Inc
California
$301K +$18.2K +37 +6%
FFO
579
Fiduciary Family Office
Florida
$301K -$541K -1,100 -64%
GWM
580
Geneos Wealth Management
Colorado
$299K +$112K +228 +60%
KFA
581
Krane Funds Advisors
New York
$299K -$1.48K -3 -0.5%
BAMF
582
BI Asset Management Fondsmaeglerselskab
Denmark
$296K -$102K -208 -26%
BBW
583
Blue Barn Wealth
Utah
$296K -$1.97K -4 -0.7%
BCFD
584
Boit C.F. David
$295K – – –
NPT
585
Nixon Peabody Trust
Massachusetts
$295K – – –
WPW
586
Waldron Private Wealth
Pennsylvania
$289K – – –
PFBT
587
Parkside Financial Bank & Trust
Missouri
$287K +$11.8K +24 +4%
CAG
588
Csenge Advisory Group
Florida
$286K -$984 -2 -0.3%
QCG
589
Quadrant Capital Group
Ohio
$285K +$10.3K +21 +4%
LT
590
Legacy Trust
Michigan
$285K – – –
NC
591
Napatree Capital
Rhode Island
$283K -$24.6K -50 -8%
SG Americas Securities
592
SG Americas Securities
New York
$282K +$282K +573 New
STA
593
Summit Trail Advisors
New York
$281K +$13.8K +28 +5%
PFS
594
Prospect Financial Services
New York
$280K +$9.84K +20 +4%
IAS
595
Insigneo Advisory Services
Florida
$280K -$43.8K -89 -14%
TWM
596
Tradition Wealth Management
Minnesota
$276K +$984 +2 +0.4%
SFA
597
Sequoia Financial Advisors
Ohio
$272K +$2.46K +5 +0.9%
AAM
598
Aureus Asset Management
Massachusetts
$271K – – –
ASN
599
Advisory Services Network
Georgia
$270K – – –
NRD
600
Nebula Research & Development
New York
$267K +$267K +542 New
22 23
24
25 26