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Watsco
WSO

Overview Fund Activity

741 hedge funds and large institutions have $15.5B invested in Watsco in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 269 increasing their positions, 280 reducing their positions, and 54 closing their positions.

Holders
741
Holders Change
+19
Holders Change %
+2.63%
% of All Funds
10.74%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.19%
New
80
Increased
269
Reduced
280
Closed
54
Calls
$89.5M
Puts
$66.7M
Net Calls
+$22.8M
Net Calls Change
-$62.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.32B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.47B
3
Norges Bank
3
Norges Bank
Norway
$155M
4
Invesco
4
Invesco
Georgia
$206M
5
Jennison Associates
5
Jennison Associates
New York
$80.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
BlackRock
2
BlackRock
New York
$1.58B
3
Swedbank
3
Swedbank
Sweden
$0
4
Capital World Investors
4
Capital World Investors
California
$319M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
51
Allspring Global Investments
North Carolina
$53.3M 123,503 -5,618 -4%
Legal & General Group
52
Legal & General Group
United Kingdom
$52.1M 120,591 -5,408 -4%
Natixis Advisors
53
Natixis Advisors
Massachusetts
$51.7M 119,655 +404 +0.3%
PFM
54
Premier Fund Managers
United Kingdom
$47.7M 110,000 -2,000 -2%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$45.5M 105,285 -4,622 -4%
Luther King Capital Management (LKCM)
56
Luther King Capital Management (LKCM)
Texas
$44.6M 103,211 +5,867 +6%
CAI
57
Capital Advisors Inc
Oklahoma
$44.5M 102,901 +17,621 +21%
DP
58
Dearborn Partners
Illinois
$44.2M 102,249 -34,304 -25%
Swiss National Bank
59
Swiss National Bank
Switzerland
$43.8M 101,444 -3,500 -3%
Stifel Financial
60
Stifel Financial
Missouri
$43.7M 101,090 +33,606 +50%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$43.6M 101,002 -2,141 -2%
Citadel Advisors
62
Citadel Advisors
Florida
$41M 94,940 -72,469 -43%
WGAM
63
Wilkinson Global Asset Management
New York
$39.7M 91,850 +17,094 +23%
Nuveen Asset Management
64
Nuveen Asset Management
Illinois
$39.2M 90,847 +173 +0.2%
T. Rowe Price Investment Management
65
T. Rowe Price Investment Management
Maryland
$35.1M 81,367 -9,726 -11%
CCA
66
Conestoga Capital Advisors
Pennsylvania
$35M 81,097 +4,090 +5%
Macquarie Group
67
Macquarie Group
Australia
$34.7M 80,375 +2,589 +3%
MFAM
68
Motley Fool Asset Management
Virginia
$34.7M 80,288 -7,733 -9%
BBHC
69
Brown Brothers Harriman & Co
New York
$33.8M 78,208 +18,039 +30%
CRC
70
Curi RMB Capital
Illinois
$33.3M 77,104 +3,544 +5%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$30.8M 71,298 +818 +1%
William Blair Investment Management
72
William Blair Investment Management
Illinois
$28.9M 66,966 +3,881 +6%
BFS
73
Baskin Financial Services
Ontario, Canada
$28.4M 65,856 +4,009 +6%
PM
74
Pembroke Management
Quebec, Canada
$28.2M 65,280 +6,828 +12%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$27.2M 62,892 -488 -0.8%
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