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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 %
EWA
601
EP Wealth Advisors
California
$265K +$265K +539 New
FIM
602
Freedom Investment Management
Connecticut
$264K -$12.3K -25 -4%
CAG
603
Crestwood Advisors Group
Massachusetts
$263K -$15.2K -31 -5%
IA
604
IFP Advisors
Florida
$262K -$28K -57 -10%
NCM
605
Northside Capital Management
Oregon
$260K – – –
SFI
606
Siemens Fonds Invest
Germany
$256K +$65.4K +340 +34%
CWM
607
Cordatus Wealth Management
Pennsylvania
$253K -$984 -2 -0.4%
PCM
608
Prelude Capital Management
New York
$252K +$252K +513 New
OR
609
Olympiad Research
Connecticut
$252K +$252K +513 New
FHA
610
First Horizon Advisors
Tennessee
$252K +$18.7K +38 +8%
KF
611
KKM Financial
Illinois
$250K +$250K +508 New
LI
612
LRI Investments
Florida
$248K -$18.4K -35 -7%
SI
613
Seeds Investor
New York
$248K -$273K -556 -52%
FFM
614
Forum Financial Management
Illinois
$248K +$492 +1 +0.2%
BFC
615
Bedel Financial Consulting
Indiana
$246K – – –
RWA
616
River Wealth Advisors
Pennsylvania
$246K +$3.94K +8 +2%
SF
617
Summit Financial
New Jersey
$245K +$31.5K +64 +15%
BTI
618
Blue Trust Inc
Georgia
$244K +$142K +307 +140%
1IA
619
1834 Investment Advisors
Wisconsin
$243K -$57.1K -116 -19%
SF
620
Synovus Financial
Georgia
$242K -$2.95K -6 -1%
BCG
621
Breakwater Capital Group
New Jersey
$242K – – –
GI
622
GAMMA Investing
California
$242K +$65.4K +133 +37%
BAM
623
Blueshift Asset Management
New Jersey
$241K +$241K +490 New
DAS
624
Diversify Advisory Services
Utah
$239K -$89.2K -184 -27%
TWP
625
Tower Wealth Partners
Pennsylvania
$237K -$492 -1 -0.2%
23 24
25
26 27