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Watsco
WSO

Overview Fund Activity

769 hedge funds and large institutions have $16.6B invested in Watsco in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 321 reducing their positions, and 65 closing their positions.

Holders
769
Holders Change
+28
Holders Change %
+3.78%
% of All Funds
11.19%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
106
Increased
242
Reduced
321
Closed
65
Calls
$48.5M
Puts
$36.7M
Net Calls
+$11.8M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$288M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.52B
3
Citadel Advisors
3
Citadel Advisors
Florida
$133M
4
Swedbank
4
Swedbank
Sweden
$88.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$69.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$129M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$712M
3
Norges Bank
3
Norges Bank
Norway
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$243M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$63.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$52.5M 113,338 -7,253 -6%
Jennison Associates
52
Jennison Associates
New York
$52.2M 112,689 -72,944 -39%
Principal Financial Group
53
Principal Financial Group
Iowa
$52.1M 112,441 -24,862 -18%
Luther King Capital Management (LKCM)
54
Luther King Capital Management (LKCM)
Texas
$49.3M 106,447 +3,236 +3%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$47.2M 101,854 -3,431 -3%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$47M 101,381 +379 +0.4%
Swiss National Bank
57
Swiss National Bank
Switzerland
$46.5M 100,444 -1,000 -1%
Stifel Financial
58
Stifel Financial
Missouri
$46.5M 100,310 -780 -0.8%
DP
59
Dearborn Partners
Illinois
$46.2M 99,667 -2,582 -3%
PFM
60
Premier Fund Managers
United Kingdom
$46.2M 100,000 -10,000 -9%
CCA
61
Conestoga Capital Advisors
Pennsylvania
$44.3M 95,709 +14,612 +18%
Natixis Advisors
62
Natixis Advisors
Massachusetts
$42.9M 92,715 -26,940 -23%
ACA
63
Anchor Capital Advisors
Massachusetts
$42.7M 92,183 -35,611 -28%
BBHC
64
Brown Brothers Harriman & Co
New York
$42.4M 91,548 +13,340 +17%
Nuveen Asset Management
65
Nuveen Asset Management
Illinois
$42M 90,570 -277 -0.3%
WGAM
66
Wilkinson Global Asset Management
New York
$41M 88,575 -3,275 -4%
Nordea Investment Management
67
Nordea Investment Management
Sweden
$39.2M 84,233 -51,388 -38%
CRC
68
Curi RMB Capital
Illinois
$35.6M 76,794 -310 -0.4%
Jane Street
69
Jane Street
New York
$33.1M 71,368 +66,527 +1,374%
BFS
70
Baskin Financial Services
Ontario, Canada
$30.8M 66,409 +553 +0.8%
Macquarie Group
71
Macquarie Group
Australia
$30.4M 65,531 -14,844 -18%
GCM
72
Geneva Capital Management
Wisconsin
$30.2M 65,228 +4,101 +7%
William Blair Investment Management
73
William Blair Investment Management
Illinois
$30.1M 65,067 -1,899 -3%
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$29.5M 63,684 -7,614 -11%
PM
75
Pembroke Management
Quebec, Canada
$28.7M 61,904 -3,376 -5%
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