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Watsco
WSO

Overview Fund Activity

722 hedge funds and large institutions have $15.4B invested in Watsco in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 248 increasing their positions, 260 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+42
Holders Change %
+6.18%
% of All Funds
10.58%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
118
Increased
248
Reduced
260
Closed
66
Calls
$153M
Puts
$67.8M
Net Calls
+$85.1M
Net Calls Change
+$149M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$325M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$176M
3
CC
Cartenna Capital
Connecticut
$45.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$99M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$44.2M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$633M
2
Citadel Advisors
Citadel Advisors
Florida
$71.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$71.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$179M
5
Charles Schwab
Charles Schwab
California
$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
651
Quarry LP
New York
$21.4K +$21.4K +50 New
LA
652
LM Advisors
California
$20.2K +$20.2K +47 New
GFPC
653
Global Financial Private Client
Florida
$20.1K – – –
JWA
654
JFS Wealth Advisors
Pennsylvania
$19.3K +$1.29K +3 +7%
MSG
655
Main Street Group
Virginia
$19.3K +$19.3K +45 New
RDIA
656
RE Dickinson Investment Advisors
Iowa
$19K – – –
CCA
657
Criterion Capital Advisors
Tennessee
$18.9K +$18.9K +44 New
GRP
658
Global Retirement Partners
California
$18.5K +$4.42K +11 +31%
SC
659
Solstein Capital
California
$18K – – –
LB
660
Legacy Bridge
Iowa
$17.1K – – –
SWM
661
Spire Wealth Management
Virginia
$16.8K -$2.8K -7 -14%
AIM
662
Anchor Investment Management
South Carolina
$16.3K – – –
BWL
663
Bogart Wealth LLC
Virginia
$16.3K +$857 +2 +6%
FWM
664
FSA Wealth Management
Massachusetts
$16K +$16K +37 New
MHR
665
Matthew Hamilton Rosenberg
$15K – – –
SIS
666
Sound Income Strategies
Florida
$15K +$2.57K +6 +21%
IFAM
667
Institutional & Family Asset Management
Colorado
$13.3K – – –
FGAM
668
Financial Gravity Asset Management
Texas
$12.9K – – –
PFA
669
Pathway Financial Advisers
Indiana
$12.6K – – –
CFD
670
Creative Financial Designs
Indiana
$12.4K – – –
EC
671
EntryPoint Capital
New York
$12.4K +$12.4K +29 New
CA
672
Clearstead Advisors
Ohio
$11.1K -$4.29K -10 -28%
BIA
673
Bell Investment Advisors
California
$11.1K -$429 -1 -4%
CA
674
Crewe Advisors
Utah
$11.1K +$11.1K +26 New
TWC
675
TD Waterhouse Canada
Ontario, Canada
$10.7K +$2.06K +5 +24%
25 26
27
28 29