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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.

Holders
722
Holders Change
+42
Holders Change %
+6.18%
% of All Funds
10.59%
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
1
Morgan Stanley
New York
$325M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$176M
3
CC
3
Cartenna Capital
Connecticut
$45.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$99M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$44.2M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$633M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$71.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$179M
5
Charles Schwab
5
Charles Schwab
California
$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$56M +$334K +779 +0.6%
Allspring Global Investments
52
Allspring Global Investments
North Carolina
$55.3M -$2.16M -5,045 -4%
Legal & General Group
53
Legal & General Group
United Kingdom
$54M -$4.78M -11,145 -8%
TCM
54
TimesSquare Capital Management
New York
$53.9M +$6.84M +15,955 +15%
UBS AM
55
UBS AM
Illinois
$53.4M +$3.09M +7,204 +6%
Jennison Associates
56
Jennison Associates
New York
$52.7M +$23.5M +54,866 +80%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$51.1M -$1.13M -2,628 -2%
PFM
58
Premier Fund Managers
United Kingdom
$48M -$16.3M -38,000 -25%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$47.6M -$4.14M -9,639 -8%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$47.1M -$683K -1,593 -1%
CC
61
Cartenna Capital
Connecticut
$45.5M +$45.5M +106,300 New
Swiss National Bank
62
Swiss National Bank
Switzerland
$45M -$1.11M -2,600 -2%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$44.2M +$40.2M +93,810 +1,005%
Luther King Capital Management (LKCM)
64
Luther King Capital Management (LKCM)
Texas
$41.7M +$1.61M +3,760 +4%
T. Rowe Price Investment Management
65
T. Rowe Price Investment Management
Maryland
$39M +$5.97M +13,925 +18%
Nuveen Asset Management
66
Nuveen Asset Management
Illinois
$38.9M +$1.06M +2,476 +3%
MFAM
67
Motley Fool Asset Management
Virginia
$37.7M -$338K -789 -0.9%
Caisse de Depot et Placement du Quebec (CDPQ)
68
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$37.1M -$8.68M -20,262 -19%
CAI
69
Capital Advisors Inc
Oklahoma
$36.5M +$278K +649 +0.8%
Macquarie Group
70
Macquarie Group
Australia
$33.3M -$2.87M -6,699 -8%
Jane Street
71
Jane Street
New York
$33.3M +$30.4M +70,904 +1,042%
CCA
72
Conestoga Capital Advisors
Pennsylvania
$33M -$388K -905 -1%
WGAM
73
Wilkinson Global Asset Management
New York
$32M -$623K -1,455 -2%
CRC
74
Curi RMB Capital
Illinois
$31.5M -$3.3M -7,710 -9%
Sumitomo Mitsui Trust Group
75
Sumitomo Mitsui Trust Group
Japan
$30.2M -$470K -1,097 -2%
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