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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.

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
Norges Bank
2
Norges Bank
Norway
$0
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$607M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$56.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$8.48M
Name Market Value Shares Shares
Change 		Shares
Change %
BEI
51
Benjamin Edwards Inc
Missouri
$52.9M 107,463 +102,640 +2,128%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$51.5M 104,790 +2,936 +3%
Stifel Financial
53
Stifel Financial
Missouri
$50.9M 103,462 +3,152 +3%
Swiss National Bank
54
Swiss National Bank
Switzerland
$50.7M 103,144 +2,700 +3%
PFM
55
Premier Fund Managers
United Kingdom
$49.6M 100,000 – –
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$49.2M 99,931 -29,737 -23%
CCA
57
Conestoga Capital Advisors
Pennsylvania
$47.5M 96,532 +823 +0.9%
DP
58
Dearborn Partners
Illinois
$47M 95,575 -4,092 -4%
Squarepoint
59
Squarepoint
New York
$45.1M 91,636 -37,907 -29%
Nuveen Asset Management
60
Nuveen Asset Management
Illinois
$44.2M 89,847 -723 -0.8%
ACA
61
Anchor Capital Advisors
Massachusetts
$43.9M 89,271 -2,912 -3%
Natixis Advisors
62
Natixis Advisors
Massachusetts
$43.7M 88,852 -3,863 -4%
Principal Financial Group
63
Principal Financial Group
Iowa
$43.2M 87,820 -24,621 -22%
WGAM
64
Wilkinson Global Asset Management
New York
$43M 87,326 -1,249 -1%
CRC
65
Curi RMB Capital
Illinois
$38.7M 78,604 +1,810 +2%
William Blair Investment Management
66
William Blair Investment Management
Illinois
$36.7M 74,547 +9,480 +15%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$36.3M 73,843 +73,843 New
GCM
68
Geneva Capital Management
Wisconsin
$33.5M 68,021 +2,793 +4%
BFS
69
Baskin Financial Services
Ontario, Canada
$33.1M 67,242 +833 +1%
Macquarie Group
70
Macquarie Group
Australia
$32M 65,070 -461 -0.7%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$31.9M 64,758 +1,074 +2%
UBS Group
72
UBS Group
Switzerland
$30.3M 61,534 +7,801 +15%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$30.2M 61,337 +1,071 +2%
SIC
74
Schwartz Investment Counsel
Michigan
$30M 61,000 – –
Deutsche Bank
75
Deutsche Bank
Germany
$29.6M 60,199 +3,970 +7%
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