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 %
GM
651
GeoWealth Management
Illinois
$121K +$121K +261 New
GI
652
Gradient Investments
Minnesota
$108K +$108K +234 New
CWM
653
Cedar Wealth Management
California
$107K
CA
654
Continuum Advisory
Idaho
$106K
RFS
655
Richardson Financial Services
Massachusetts
$104K -$9.27K -20 -8%
HPC
656
HM Payson & Co
Maine
$104K
TCOV
657
Trust Company of Vermont
Vermont
$103K
AIC
658
Archer Investment Corporation
Indiana
$100K +$9.73K +21 +11%
MWM
659
Mascoma Wealth Management
New Hampshire
$97.3K +$97.3K +210 New
BTI
660
Blue Trust Inc
Georgia
$95K +$44.1K +102 +86%
WT
661
Whittier Trust
California
$91.7K
WTC
662
WhitTier Trust Company
Nevada
$91.7K +$51.4K +111 +128%
PTC
663
Private Trust Company
Ohio
$85.7K -$3.24K -7 -4%
LFA
664
LGT Financial Advisors
Texas
$80K -$162K -350 -67%
JWM
665
Janiczek Wealth Management
Colorado
$75.5K
CFD
666
Creative Financial Designs
Indiana
$67.2K +$62.5K +135 +1,350%
RMC
667
Resources Management Corp
Connecticut
$65K
ATPW
668
Ashton Thomas Private Wealth
Arizona
$61.1K +$61.1K +132 New
GRP
669
Global Retirement Partners
California
$56.5K +$28.7K +62 +103%
FAM
670
Fred Alger Management
New York
$53.7K -$2.46M -5,315 -98%
AAP
671
Arax Advisory Partners
Colorado
$48.8K +$9.3K +20 +24%
LS
672
Livforsakringsbolaget Skandia
Sweden
$46.3K
FDCP
673
Foster Dykema Cabot & Partners
Massachusetts
$46.3K +$46.3K +100 New
LC
674
Lindbrook Capital
California
$45.9K +$7.88K +17 +21%
OWA
675
Opal Wealth Advisors
New York
$44.5K -$5.1K -11 -10%