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
Name Holding Trade Value Shares
Change
Shares
Change %
FNWA
651
Financial Network Wealth Advisors
Utah
$182K -$15.2K -31 -8%
LS
652
Livforsakringsbolaget Skandia
Sweden
$175K +$126K +256 +256%
GEA
653
Glen Eagle Advisors
New Jersey
$172K -$122K -247 -41%
PS
654
Principal Securities
Iowa
$172K +$19.2K +39 +13%
HNB
655
Hilltop National Bank
Wyoming
$171K -$7.38K -15 -4%
C
656
Covestor
United Kingdom
$165K -$47.6K -97 -22%
SFCL
657
Strengthening Families & Communities LLC
Massachusetts
$163K -$3.44M -6,988 -95%
CFB
658
Cullen/Frost Bankers
Texas
$162K +$138K +280 +560%
Bessemer Group
659
Bessemer Group
New Jersey
$155K +$129K +262 +494%
CTC
660
Central Trust Company
Missouri
$155K -$24.6K -50 -14%
EBA
661
Eagle Bay Advisors
New York
$155K -$10.8K -22 -7%
YDMI
662
Y.D. More Investments
Israel
$148K
EWM
663
Evermay Wealth Management
Virginia
$145K -$4.92K -10 -3%
AF
664
Allworth Financial
California
$129K -$21.1K -43 -14%
MG
665
Mather Group
Illinois
$127K -$16.7K -34 -12%
OAM
666
Ostrum Asset Management
France
$123K -$482K -979 -80%
GM
667
GeoWealth Management
Illinois
$122K -$5.9K -12 -5%
A
668
AlphaQuest
New York
$122K +$93.9K +191 +329%
Lazard Asset Management
669
Lazard Asset Management
New York
$120K -$3.52M -7,182 -97%
CA
670
Continuum Advisory
Idaho
$120K -$526 -1 -0.4%
CSC
671
Cove Street Capital
California
$118K +$118K +240 New
CWM
672
Cedar Wealth Management
California
$113K
AIM
673
Anchor Investment Management
South Carolina
$112K +$93.5K +190 +500%
TCOV
674
Trust Company of Vermont
Vermont
$109K
AIC
675
Archer Investment Corporation
Indiana
$106K