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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 %
VCM
676
Versant Capital Management
Arizona
$10.7K -$4.71K -11 -31%
RIM
677
Rakuten Investment Management
Japan
$10.3K +$10.3K +24 New
KFI
678
Key Financial Inc
Pennsylvania
$10.3K – – –
ST
679
Smithfield Trust
Pennsylvania
$9K – – –
BC
680
Bartlett & Co
Ohio
$9K – – –
AA
681
Ancora Advisors
Ohio
$9K – – –
BCWM
682
Bartlett & Co Wealth Management
Ohio
$8.58K – – –
ME
683
McIlrath & Eck
Washington
$8.57K +$8.57K +20 New
CAS
684
Coppell Advisory Solutions
Texas
$8.14K -$117K -273 -93%
GWS
685
Glassman Wealth Services
Virginia
$8.14K – – –
Jones Financial Companies
686
Jones Financial Companies
Missouri
$8.14K +$8.14K +19 New
APC
687
Aspire Private Capital
North Carolina
$7.71K – – –
CFO
688
CVA Family Office
Colorado
$7.71K +$7.71K +18 New
FSWA
689
Financial Synergies Wealth Advisors
Texas
$6.73K – – –
OLVIG
690
Oliver Lagore Vanvalin Investment Group
Michigan
$6.43K – – –
POIA
691
Pin Oak Investment Advisors
Texas
$6K – – –
FMII
692
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
IPW
693
Impact Partnership Wealth
Georgia
$5.57K -$200K -467 -97%
FFO
694
Fortitude Family Office
Arizona
$5.57K +$5.57K +13 New
SS
695
Sunbelt Securities
Texas
$5.14K – – –
AWM
696
Atticus Wealth Management
Florida
$4.71K – – –
BGAI
697
Bruce G. Allen Investments
Colorado
$4.71K +$4.71K +11 New
CJ
698
Caitlin John
Michigan
$4.71K +$4.71K +11 New
CTWM
699
Cherry Tree Wealth Management
Minnesota
$4.29K – – –
BCM
700
Bourgeon Capital Management
Connecticut
$4.29K – – –
26 27
28
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