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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 %
SC
576
Savant Capital
Illinois
$306K -$1.42K -3 -0.5%
MWM
577
Modern Wealth Management
Kansas
$302K +$4.26K +9 +1%
GCP
578
GSA Capital Partners
United Kingdom
$300K -$627K -1,322 -68%
CAG
579
Crestwood Advisors Group
Massachusetts
$300K +$46.9K +99 +19%
CG
580
Cynosure Group
Utah
$299K -$109K -229 -27%
TWM
581
Thrive Wealth Management
Pennsylvania
$293K -$15.6K -33 -5%
SWP
582
Sagespring Wealth Partners
Tennessee
$292K +$292K +616 New
GWM
583
Geneos Wealth Management
Colorado
$291K +$2.37K +5 +0.8%
BBW
584
Blue Barn Wealth
Utah
$289K +$4.27K +9 +1%
AWA
585
Arkadios Wealth Advisors
Georgia
$288K -$17.1K -36 -6%
RBI
586
Raiffeisen Bank International
Austria
$286K +$286K +603 New
FFP
587
FourThought Financial Partners
Florida
$285K +$285K +602 New
BCFD
588
Boit C.F. David
$284K – – –
NPT
589
Nixon Peabody Trust
Massachusetts
$284K – – –
S
590
SignatureFD
Georgia
$281K -$12.3K -26 -4%
WPW
591
Waldron Private Wealth
Pennsylvania
$278K – – –
ASN
592
Advisory Services Network
Georgia
$277K +$948 +2 +0.3%
CAG
593
Csenge Advisory Group
Florida
$276K +$474 +1 +0.2%
LT
594
Legacy Trust
Michigan
$275K – – –
NC
595
Napatree Capital
Rhode Island
$273K – – –
DKCM
596
Davidson Kahn Capital Management
California
$266K +$266K +561 New
PFS
597
Prospect Financial Services
New York
$265K -$4.74K -10 -2%
HAG
598
HighPoint Advisor Group
Illinois
$264K +$264K +560 New
GS
599
GTS Securities
New York
$264K +$264K +557 New
AAM
600
Aureus Asset Management
Massachusetts
$261K – – –
22 23
24
25 26