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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 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+35
Holders Change %
+4.5%
% 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
64
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 %
LFA
701
LGT Financial Advisors
Texas
$58.2K – – –
BIG
702
Brooklyn Investment Group
New York
$53.7K +$7.54K +16 +16%
LWANC
703
Laurel Wealth Advisors (North Carolina)
North Carolina
$52.6K – – –
GSWM
704
Golden State Wealth Management
California
$50.2K +$50.2K +106 New
A
705
AlphaQuest
New York
$48.8K -$69.2K -146 -59%
AF
706
Atala Financial
California
$48.8K +$48.8K +103 New
HCP
707
Hexagon Capital Partners
Arkansas
$48.3K +$46.9K +99 +3,300%
RA
708
Rise Advisors
New York
$42.4K +$471 +1 +1%
LC
709
Lindbrook Capital
California
$39.8K -$5.69K -12 -13%
WWA
710
Wingate Wealth Advisors
Massachusetts
$36K +$36K +76 New
HFM
711
Hartford Financial Management
Connecticut
$30.8K -$1.9K -4 -6%
AAG
712
Armstrong Advisory Group
Massachusetts
$30.8K – – –
RWM
713
Rialto Wealth Management
New York
$30.8K +$30.8K +65 New
WBC
714
West Branch Capital
Massachusetts
$29.9K – – –
WA
715
WPG Advisers
Maryland
$28.4K +$28.4K +60 New
LJHT
716
Laurie J. Hall Trustee
$28K – – –
FPB
717
First PREMIER Bank
South Dakota
$28K – – –
PWA
718
Physician Wealth Advisors
Utah
$26.5K +$26.5K +56 New
BWL
719
Bogart Wealth LLC
Virginia
$25.6K +$1.9K +4 +8%
HI
720
Harbour Investments
Wisconsin
$24.6K -$474 -1 -2%
PA
721
PSI Advisors
Florida
$23.7K – – –
GFPC
722
Global Financial Private Client
Florida
$23.2K +$948 +2 +4%
NSIM
723
North Star Investment Management
Illinois
$22.3K +$22.3K +47 New
JWA
724
JFS Wealth Advisors
Pennsylvania
$21.8K – – –
MCM
725
Manchester Capital Management
Vermont
$20.4K +$5.21K +11 +34%
27 28
29
30 31