WSO icon

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 %
PWMG
701
Private Wealth Management Group
New Jersey
$4.29K +$4.29K +10 New
SIC
702
SJS Investment Consulting
Ohio
$3.86K +$429 +1 +13%
CP
703
Castleview Partners
Texas
$3.86K – – –
RS
704
Rakuten Securities
Japan
$3.43K +$3.43K +8 New
LTI
705
Laffer Tengler Investments
Tennessee
$3.43K +$3.43K +8 New
RAM
706
Riggs Asset Management
Pennsylvania
$3K +$3K +7 New
QC
707
Quent Capital
New York
$2.17K +$1.3K +3 +150%
DPW
708
DiNuzzo Private Wealth
Pennsylvania
$2.14K +$2.14K +5 New
OCM
709
Orion Capital Management
California
$2.14K – – –
TAM
710
Tucker Asset Management
Colorado
$2.14K – – –
AW
711
Avion Wealth
Texas
$2K – – –
HCP
712
Hexagon Capital Partners
Arkansas
$1.71K -$1.29K -3 -43%
SA
713
Scarborough Advisors
Maryland
$1.35K +$1.35K +3 New
S
714
Sachetta
Massachusetts
$1.29K +$1.29K +3 New
FMP
715
Financial Management Professionals
Texas
$1K – – –
LIM
716
Longfellow Investment Management
Massachusetts
$857 – – –
AT
717
Arlington Trust
Alabama
$857 +$857 +2 New
VWA
718
Valued Wealth Advisors
Utah
$756 +$756 +2 New
BWM
719
Baystate Wealth Management
Massachusetts
$431 – – –
TWD
720
True Wealth Design
Ohio
$429 – – –
KI
721
Kapitalo Investimentos
Brazil
$428 -$38.9K -91 -99%
TWP
722
TFO Wealth Partners
Ohio
$428 – – –
JGC
723
J. Goldman & Co
New York
– -$11.7M -30,912 Closed
DnB Asset Management
724
DnB Asset Management
Norway
– -$10.4M -27,598 Closed
IP
725
Interval Partners
New York
– -$6.17M -16,340 Closed
27 28
29
30 31