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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.

New
Increased
Maintained
Reduced
Closed
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
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$607M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$56.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$8.48M
5
Capital World Investors
5
Capital World Investors
California
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
726
Criterion Capital Advisors
Tennessee
$12K – – –
GGI
727
Godsey & Gibb Inc
Virginia
$11.8K -$129K -262 -92%
PWMG
728
Private Wealth Management Group
New Jersey
$11.8K – – –
HWM
729
Hemington Wealth Management
Virginia
$11K +$11K +25 New
TWC
730
TD Waterhouse Canada
Ontario, Canada
$10.4K – – –
AF
731
Advisornet Financial
Minnesota
$10.3K -$3.44K -7 -25%
AA
732
Ancora Advisors
Ohio
$10.3K – – –
NIC
733
Northwest Investment Counselors
Oregon
$10.3K +$10.3K +21 New
ST
734
Smithfield Trust
Pennsylvania
$10K – – –
SWM
735
Spire Wealth Management
Virginia
$9.84K -$10.8K -22 -52%
BCWM
736
Bartlett & Co Wealth Management
Ohio
$9.84K – – –
DJSG
737
D.J. St. Germain
Massachusetts
$9.84K – – –
APC
738
Aspire Private Capital
North Carolina
$8.85K – – –
PCWA
739
Pacific Capital Wealth Advisors
California
$8.85K – – –
MSWM
740
Mowery & Schoenfeld Wealth Management
Illinois
$8.85K +$8.85K +18 New
M
741
MOTCO
Texas
$7.87K +$7.87K +16 New
CAS
742
Coppell Advisory Solutions
Texas
$7.44K +$992 +2 +15%
OLVIG
743
Oliver Lagore Vanvalin Investment Group
Michigan
$7.38K – – –
PP
744
Pingora Partners
Wyoming
$7.38K – – –
ETS
745
ESL Trust Services
New York
$6.89K – – –
MFG
746
Mendota Financial Group
Wisconsin
$6.4K +$6.4K +13 New
FMII
747
Farmers & Merchants Investments Inc
Nebraska
$6.39K -$492 -1 -7%
PFA
748
Pathway Financial Advisers
Indiana
$5.95K -$6.94K -14 -54%
SS
749
Sunbelt Securities
Texas
$5.9K – – –
AA
750
Addison Advisors
Vermont
$5.41K – – –
28 29
30
31 32