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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 %
RB
651
Rodgers Brothers
Pennsylvania
$202K -$3.32K -7 -2%
BTWM
652
Baker Tilly Wealth Management
Wisconsin
$200K – – –
BNP Paribas Asset Management
653
BNP Paribas Asset Management
France
$200K +$200K +423 New
HPC
654
HM Payson & Co
Maine
$194K – – –
PC
655
Promus Capital
Illinois
$190K +$190K +400 New
IA
656
IFP Advisors
Florida
$188K -$68.5K -142 -27%
CT
657
Colonial Trust
South Carolina
$187K -$2.37K -5 -1%
PS
658
Principal Securities
Iowa
$177K +$11.4K +24 +7%
CFB
659
Cullen/Frost Bankers
Texas
$177K +$20.4K +43 +13%
O
660
Ossiam
France
$175K -$52.1K -110 -23%
SG Americas Securities
661
SG Americas Securities
New York
$172K -$100K -211 -37%
LS
662
Livforsakringsbolaget Skandia
Sweden
$169K – – –
C
663
Covestor
United Kingdom
$168K +$8.09K +17 +5%
Bessemer Group
664
Bessemer Group
New Jersey
$162K +$12.4K +26 +8%
HNB
665
Hilltop National Bank
Wyoming
$152K -$12.8K -27 -8%
CTC
666
Central Trust Company
Missouri
$149K – – –
EPW
667
Endeavor Private Wealth
Kansas
$148K +$148K +313 New
GEA
668
Glen Eagle Advisors
New Jersey
$143K -$23.3K -49 -14%
YDMI
669
Y.D. More Investments
Israel
$142K – – –
BA
670
Bellwether Advisors
Nebraska
$142K +$142K +300 New
EWM
671
Evermay Wealth Management
Virginia
$140K – – –
AF
672
Allworth Financial
California
$137K +$5.05K +10 +4%
MG
673
Mather Group
Illinois
$132K +$9K +19 +7%
EBA
674
Eagle Bay Advisors
New York
$131K -$18.5K -39 -12%
BTI
675
Blue Trust Inc
Georgia
$128K -$121K -256 -49%
25 26
27
28 29