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Watsco
WSO

Overview Fund Activity

778 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, 293 increasing their positions, 286 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.26%
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
293
Reduced
286
Closed
67
Calls
$56M
Puts
$70.1M
Net Calls
-$14.1M
Net Calls Change
-$25.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.78B
2
BEI
2
Benjamin Edwards Inc
Missouri
$52.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.75B
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$36.3M
5
WJWM
5
Williams Jones Wealth Management
New York
$62.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$27.5M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$607M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$56.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$8.48M
5
Capital World Investors
5
Capital World Investors
California
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
676
Richardson Financial Services
Massachusetts
$104K – – –
MWM
677
Mascoma Wealth Management
New Hampshire
$101K -$2.46K -5 -2%
WTC
678
WhitTier Trust Company
Nevada
$96.4K -$984 -2 -1%
PTC
679
Private Trust Company
Ohio
$73.8K -$17.2K -35 -19%
CFD
680
Creative Financial Designs
Indiana
$71.3K – – –
RMC
681
Resources Management Corp
Connecticut
$64K -$4.92K -10 -7%
GRP
682
Global Retirement Partners
California
$61K +$984 +2 +2%
AAP
683
Arax Advisory Partners
Colorado
$60.7K +$8.89K +18 +17%
LFA
684
LGT Financial Advisors
Texas
$60.3K -$24.5K -50 -29%
SAM
685
Smartleaf Asset Management
Massachusetts
$57.1K +$29.8K +60 +109%
MA
686
MCF Advisors
Kentucky
$56.6K +$12.3K +25 +28%
LWANC
687
Laurel Wealth Advisors (North Carolina)
North Carolina
$54.6K +$54.6K +111 New
FDCP
688
Foster Dykema Cabot & Partners
Massachusetts
$49.2K – – –
FAM
689
Flaharty Asset Management
Florida
$49.2K +$49.2K +100 New
BIG
690
Brooklyn Investment Group
New York
$48.2K +$48.2K +98 New
LC
691
Lindbrook Capital
California
$47.2K -$1.48K -3 -3%
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$46.2K +$10.8K +22 +31%
QL
693
Quarry LP
New York
$44.3K +$16.2K +33 +58%
RA
694
Rise Advisors
New York
$43.8K – – –
ATS
695
Ashton Thomas Securities
New York
$42.8K +$42.8K +87 New
GA
696
GoalVest Advisory
New York
$41.3K – – –
TIM
697
Tortoise Investment Management
New York
$41.3K +$4.92K +10 +14%
VCM
698
Versant Capital Management
Arizona
$39.4K +$27.1K +55 +220%
HFM
699
Hartford Financial Management
Connecticut
$33.9K +$6.89K +14 +25%
AAG
700
Armstrong Advisory Group
Massachusetts
$32K – – –
26 27
28
29 30