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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$52.4M 110,521 -3,693 -3%
BEI
52
Benjamin Edwards Inc
Missouri
$51.6M 108,766 +1,303 +1%
Legal & General Group
53
Legal & General Group
United Kingdom
$51.1M 107,925 -9,667 -8%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$50.4M 106,391 +1,601 +2%
Swedbank
55
Swedbank
Sweden
$49.2M 103,831 -69,956 -40%
Stifel Financial
56
Stifel Financial
Missouri
$49M 103,429 -33 -0%
PFM
57
Premier Fund Managers
United Kingdom
$47.5M 100,000 – –
Swiss National Bank
58
Swiss National Bank
Switzerland
$46.6M 98,244 -4,900 -5%
CCA
59
Conestoga Capital Advisors
Pennsylvania
$46.4M 97,832 +1,300 +1%
DP
60
Dearborn Partners
Illinois
$44.8M 94,485 -1,090 -1%
TCM
61
TimesSquare Capital Management
New York
$42.8M 90,340 -20,563 -19%
Natixis Advisors
62
Natixis Advisors
Massachusetts
$42.1M 88,932 +80 +0.1%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$41.9M 88,434 -11,497 -12%
WGAM
64
Wilkinson Global Asset Management
New York
$41.3M 87,128 -198 -0.2%
ACA
65
Anchor Capital Advisors
Massachusetts
$40.4M 85,255 -4,016 -4%
Principal Financial Group
66
Principal Financial Group
Iowa
$40.2M 84,765 -3,055 -3%
Nuveen Asset Management
67
Nuveen Asset Management
Illinois
$39.6M 83,561 -6,286 -7%
Allspring Global Investments
68
Allspring Global Investments
North Carolina
$37.9M 80,723 -29,834 -27%
CRC
69
Curi RMB Capital
Illinois
$37.2M 78,561 -43 -0.1%
Jennison Associates
70
Jennison Associates
New York
$37.1M 78,340 -44,522 -36%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$32.5M 68,637 +3,879 +6%
BFS
72
Baskin Financial Services
Ontario, Canada
$32.1M 67,677 +435 +0.6%
Canada Life
73
Canada Life
Manitoba, Canada
$31.9M 67,254 +9,326 +16%
GCM
74
Geneva Capital Management
Wisconsin
$29.9M 63,059 -4,962 -7%
Macquarie Group
75
Macquarie Group
Australia
$29.7M 62,687 -2,383 -4%
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