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 %
BFA
601
Beaumont Financial Advisors
Massachusetts
$244K
Holocene Advisors
602
Holocene Advisors
New York
$242K -$12.3M -26,577 -98%
HAG
603
HighPoint Advisor Group
Illinois
$242K -$4.82K -10 -2%
CWM
604
Cordatus Wealth Management
Pennsylvania
$239K +$239K +516 New
LI
605
LRI Investments
Florida
$235K +$227K +491 +3,069%
FFM
606
Forum Financial Management
Illinois
$233K +$463 +1 +0.2%
CCM
607
Campbell Capital Management
Florida
$232K
BFC
608
Bedel Financial Consulting
Indiana
$232K
SF
609
Synovus Financial
Georgia
$231K +$2.78K +6 +1%
JFG
610
Jefferies Financial Group
New York
$229K +$229K +495 New
RWA
611
River Wealth Advisors
Pennsylvania
$228K -$25.5K -55 -10%
TW
612
TritonPoint Wealth
Maryland
$228K -$56.1K -121 -20%
BCG
613
Breakwater Capital Group
New Jersey
$227K
VFA
614
Voya Financial Advisors
Connecticut
$225K -$83.6K -181 -27%
TWP
615
Tower Wealth Partners
Pennsylvania
$224K
PP
616
Prudential plc
United Kingdom
$221K
IAIM
617
International Assets Investment Management
Florida
$221K -$926 -2 -0.4%
FHA
618
First Horizon Advisors
Tennessee
$220K +$16.7K +36 +8%
AFG
619
Atomi Financial Group
New York
$219K +$219K +473 New
BTWM
620
Baker Tilly Wealth Management
Wisconsin
$218K -$297K -642 -58%
RIM
621
Rakuten Investment Management
Japan
$216K +$80.4K +174 +59%
OC
622
Oarsman Capital
Wisconsin
$210K +$210K +453 New
TFA
623
Trinity Financial Advisors
Ohio
$209K +$209K +452 New
Wealthfront Advisers
624
Wealthfront Advisers
California
$205K -$12K -26 -6%
IFU
625
iSAM Funds (UK)
United Kingdom
$205K +$205K +443 New