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 %
IFU
626
iSAM Funds (UK)
United Kingdom
$205K +$205K +443 New
UCFA
627
United Capital Financial Advisors
Texas
$205K +$205K +442 New
SAG
628
SageView Advisory Group
California
$205K +$205K +441 New
DFCM
629
Dark Forest Capital Management
Puerto Rico
$204K +$204K +440 New
SIM
630
Stratos Investment Management
Ohio
$203K +$203K +439 New
SF
631
Summit Financial
New Jersey
$202K +$202K +435 New
C
632
Covestor
United Kingdom
$201K -$68.7K -148 -25%
RB
633
Rodgers Brothers
Pennsylvania
$201K +$201K +433 New
FNWA
634
Financial Network Wealth Advisors
Utah
$186K +$186K +402 New
CT
635
Colonial Trust
South Carolina
$180K -$11.6K -25 -6%
RFG
636
RFP Financial Group
Georgia
$179K +$21.3K +46 +14%
GWM
637
Geneos Wealth Management
Colorado
$176K +$3.7K +8 +2%
Jones Financial Companies
638
Jones Financial Companies
Missouri
$171K +$110K +238 +182%
CTC
639
Central Trust Company
Missouri
$169K +$16.2K +35 +11%
HNB
640
Hilltop National Bank
Wyoming
$168K +$926 +2 +0.6%
GI
641
GAMMA Investing
California
$166K +$46.3K +100 +39%
Mirae Asset Global ETFs Holdings
642
Mirae Asset Global ETFs Holdings
Hong Kong
$163K +$163K +351 New
EBA
643
Eagle Bay Advisors
New York
$156K -$2.78K -6 -2%
AF
644
Allworth Financial
California
$151K -$6.43K -13 -4%
PS
645
Principal Securities
Iowa
$144K -$24.1K -52 -14%
EWM
646
Evermay Wealth Management
Virginia
$141K
BWP
647
Baldwin Wealth Partners
Massachusetts
$139K +$463 +1 +0.3%
YDMI
648
Y.D. More Investments
Israel
$139K +$9.27K +20 +7%
GGI
649
Godsey & Gibb Inc
Virginia
$132K +$132K +286 New
MG
650
Mather Group
Illinois
$127K +$11.7K +27 +10%