WSO icon

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 %
O
626
Ossiam
France
$236K +$222K +451 +1,611%
Mirae Asset Global ETFs Holdings
627
Mirae Asset Global ETFs Holdings
Hong Kong
$235K +$62K +126 +36%
BWP
628
Baldwin Wealth Partners
Massachusetts
$234K +$85.6K +174 +58%
TW
629
TritonPoint Wealth
Maryland
$229K -$14.9K -30 -6%
VFA
630
Voya Financial Advisors
Connecticut
$229K -$13.4K -27 -6%
IWM
631
IHT Wealth Management
Illinois
$226K +$226K +458 New
OC
632
Oarsman Capital
Wisconsin
$223K – – –
UCFA
633
United Capital Financial Advisors
Texas
$219K +$1.97K +4 +0.9%
JFG
634
Jefferies Financial Group
New York
$219K -$24.6K -50 -10%
SC
635
Scotia Capital
Ontario, Canada
$219K +$219K +445 New
SIM
636
Stratos Investment Management
Ohio
$217K +$984 +2 +0.5%
Wealthfront Advisers
637
Wealthfront Advisers
California
$215K -$2.46K -5 -1%
SAG
638
SageView Advisory Group
California
$213K -$3.44K -7 -2%
RB
639
Rodgers Brothers
Pennsylvania
$213K – – –
MGP
640
Metis Global Partners
California
$212K +$212K +431 New
TFA
641
Trinity Financial Advisors
Ohio
$209K – – –
BTWM
642
Baker Tilly Wealth Management
Wisconsin
$208K -$23.1K -47 -10%
LIP
643
Lighthouse Investment Partners
Florida
$208K -$4.32M -8,790 -95%
BFC
644
Blue Fin Capital
Rhode Island
$208K +$208K +422 New
HT
645
Headlands Technologies
Illinois
$207K +$207K +421 New
ACM
646
AlphaStar Capital Management
North Carolina
$204K +$204K +414 New
Koshinski Asset Management
647
Koshinski Asset Management
Illinois
$202K +$202K +411 New
HPC
648
HM Payson & Co
Maine
$202K +$91.5K +186 +83%
BWG
649
Berry Wealth Group
Texas
$202K +$202K +410 New
CT
650
Colonial Trust
South Carolina
$196K +$5.41K +11 +3%
24 25
26
27 28