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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 %
AGP
601
Autumn Glory Partners
Texas
$260K -$389K -821 -60%
ATPW
602
Ashton Thomas Private Wealth
Arizona
$258K +$258K +544 New
FHA
603
First Horizon Advisors
Tennessee
$258K +$15.2K +32 +6%
PFBT
604
Parkside Financial Bank & Trust
Missouri
$258K -$18.9K -40 -7%
IAS
605
Insigneo Advisory Services
Florida
$257K -$12.3K -26 -5%
GI
606
GAMMA Investing
California
$253K +$20.4K +43 +9%
NCM
607
Northside Capital Management
Oregon
$250K – – –
CG
608
Caprock Group
Idaho
$249K +$249K +526 New
CSPIA
609
Cary Street Partners Investment Advisory
Virginia
$247K -$501K -1,056 -67%
IAIM
610
International Assets Investment Management
Florida
$247K -$109M -233,116 -100%
CWM
611
Cordatus Wealth Management
Pennsylvania
$246K +$2.37K +5 +1%
QCG
612
Quadrant Capital Group
Ohio
$245K -$29.4K -62 -11%
PCH
613
PGIM Custom Harvest
New Jersey
$245K +$245K +516 New
SI
614
Sava Infond
Slovenia
$244K +$244K +515 New
KF
615
KKM Financial
Illinois
$241K – – –
SI
616
Seeds Investor
New York
$239K – – –
FFM
617
Forum Financial Management
Illinois
$239K – – –
RWA
618
River Wealth Advisors
Pennsylvania
$238K +$948 +2 +0.4%
BFC
619
Bedel Financial Consulting
Indiana
$237K – – –
AIM
620
Aigen Investment Management
New York
$237K -$301K -635 -56%
1IA
621
1834 Investment Advisors
Wisconsin
$235K – – –
SF
622
Synovus Financial
Georgia
$234K – – –
BCG
623
Breakwater Capital Group
New Jersey
$233K – – –
RSWM
624
Robertson Stephens Wealth Management
California
$232K -$408K -862 -64%
BTD
625
BankPlus Trust Department
Mississippi
$232K +$232K +489 New
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