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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 %
WBC
701
West Branch Capital
Massachusetts
$31.1K – – –
LJHT
702
Laurie J. Hall Trustee
$30K – – –
FPB
703
First PREMIER Bank
South Dakota
$29K – – –
HI
704
Harbour Investments
Wisconsin
$26.1K -$20.2K -41 -44%
PA
705
PSI Advisors
Florida
$24.6K – – –
BWL
706
Bogart Wealth LLC
Virginia
$24.6K +$6.89K +14 +39%
GFPC
707
Global Financial Private Client
Florida
$23.1K – – –
JWA
708
JFS Wealth Advisors
Pennsylvania
$22.6K +$492 +1 +2%
RDIA
709
RE Dickinson Investment Advisors
Iowa
$21.8K – – –
LIS
710
Legacy Investment Solutions
Idaho
$21.7K +$21.7K +40 New
LWMI
711
Legacy Wealth Management (Idaho)
Idaho
$21.7K +$21.7K +40 New
SC
712
Solstein Capital
California
$20.7K – – –
CIM
713
Contravisory Investment Management
Massachusetts
$20.2K – – –
LB
714
Legacy Bridge
Iowa
$19.7K – – –
ME
715
McIlrath & Eck
Washington
$19.7K – – –
WSFS
716
Wilmington Savings Fund Society
Delaware
$19.2K +$19.2K +39 New
FWM
717
FSA Wealth Management
Massachusetts
$18.6K +$18.6K +38 New
MHR
718
Matthew Hamilton Rosenberg
$17.2K – – –
MSG
719
Main Street Group
Virginia
$17.2K – – –
WWP
720
WR Wealth Planners
Missouri
$17.2K +$3.94K +8 +30%
BCMLT
721
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.7K +$16.7K +34 New
MCM
722
Manchester Capital Management
Vermont
$15.7K -$984 -2 -6%
CFO
723
CVA Family Office
Colorado
$14.3K +$5.41K +11 +61%
BIA
724
Bell Investment Advisors
California
$12.8K – – –
FFO
725
Fortitude Family Office
Arizona
$12.3K +$5.9K +12 +92%
27 28
29
30 31