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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.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+42
Holders Change %
+6.18%
% of All Funds
10.58%
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
Morgan Stanley
New York
$325M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$176M
3
CC
Cartenna Capital
Connecticut
$45.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$99M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$44.2M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$633M
2
Citadel Advisors
Citadel Advisors
Florida
$71.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$71.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$179M
5
Charles Schwab
Charles Schwab
California
$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMSA
726
Weiss Multi-Strategy Advisers
New York
– -$5.86M -15,525 Closed
GCM
727
Genus Capital Management
British Columbia, Canada
– -$4.58M -12,135 Closed
GCM
728
Graham Capital Management
Connecticut
– -$3.78M -10,000 Closed
SCM
729
Sandler Capital Management
New York
– -$3.73M -9,879 Closed
Twin Tree Management
730
Twin Tree Management
Texas
– -$3.61M -9,558 Closed
DA
731
Duality Advisers
Florida
– -$3.5M -9,273 Closed
SFCL
732
Strengthening Families & Communities LLC
Massachusetts
– -$2.52M -6,679 Closed
II
733
IFM Investors
Australia
– -$2.5M -6,621 Closed
OQS
734
Occudo Quantitative Strategies
Florida
– -$2.06M -5,464 Closed
CF
735
Covea Finance
France
– -$1.44M -3,800 Closed
MAM
736
Meeder Asset Management
Ohio
– -$1.14M -3,025 Closed
TI
737
Tidal Investments
Wisconsin
– -$900K -2,382 Closed
HI
738
Horizon Investments
North Carolina
– -$798K -2,125 Closed
XT
739
XTX Topco
Cayman Islands
– -$736K -1,949 Closed
IAA
740
Independent Advisor Alliance
North Carolina
– -$685K -1,813 Closed
NG
741
Norden Group
Utah
– -$669K -1,771 Closed
BMCM
742
Burns Matteson Capital Management
New York
– -$632K -1,673 Closed
RBC
743
Romano Brothers & Co
Illinois
– -$567K -1,500 Closed
SC
744
Sonen Capital
California
– -$539K -1,426 Closed
BP
745
BBR Partners
New York
– -$517K -1,370 Closed
I
746
InceptionR
California
– -$470K -1,244 Closed
CC
747
Centiva Capital
New York
– -$456K -1,207 Closed
GS
748
GTS Securities
New York
– -$452K -1,196 Closed
DC
749
Diametric Capital
Massachusetts
– -$438K -1,159 Closed
FC
750
FORA Capital
Florida
– -$392K -1,037 Closed
28 29
30
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