WSO icon

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 %
Mirae Asset Global ETFs Holdings
626
Mirae Asset Global ETFs Holdings
Hong Kong
$229K +$3.32K +7 +1%
TWP
627
Tower Wealth Partners
Pennsylvania
$228K – – –
FIM
628
Freedom Investment Management
Connecticut
$228K -$26.6K -56 -10%
SG
629
StoneX Group
New York
$227K +$227K +478 New
PP
630
Prudential plc
United Kingdom
$226K -$320K -675 -59%
MCM
631
MAI Capital Management
Ohio
$226K +$226K +477 New
LI
632
LRI Investments
Florida
$224K – – –
MGP
633
Metis Global Partners
California
$224K +$19.4K +41 +10%
LI
634
LifeWealth Investments
Florida
$220K +$220K +465 New
IAA
635
Independent Advisor Alliance
North Carolina
$220K +$220K +465 New
SAG
636
SageView Advisory Group
California
$220K +$14.7K +31 +7%
BWG
637
Berry Wealth Group
Texas
$219K +$25.1K +53 +13%
TW
638
TritonPoint Wealth
Maryland
$219K – – –
VFA
639
Voya Financial Advisors
Connecticut
$219K – – –
Wealthfront Advisers
640
Wealthfront Advisers
California
$216K +$8.06K +17 +4%
OC
641
Oarsman Capital
Wisconsin
$215K – – –
TFA
642
Trinity Financial Advisors
Ohio
$212K – – –
RDIA
643
RE Dickinson Investment Advisors
Iowa
$211K – – –
JFG
644
Jefferies Financial Group
New York
$211K – – –
TWM
645
Tradition Wealth Management
Minnesota
$211K -$55.5K -117 -21%
SIM
646
Stratos Investment Management
Ohio
$210K +$948 +2 +0.5%
IFU
647
iSAM Funds (UK)
United Kingdom
$208K -$345K -728 -62%
F1I
648
Fund 1 Investments
Puerto Rico
$208K +$208K +438 New
BWP
649
Baldwin Wealth Partners
Massachusetts
$204K -$20.9K -44 -9%
BC
650
Bridgefront Capital
Texas
$203K +$203K +429 New
24 25
26
27 28