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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 %
WBC
751
Westpac Banking Corp
Australia
– -$378K -1,000 Closed
GLA
752
Great Lakes Advisors
Illinois
– -$310K -821 Closed
LCS
753
Levin Capital Strategies
New York
– -$302K -800 Closed
GWM
754
Gitterman Wealth Management
New Jersey
– -$261K -691 Closed
IGAM
755
iA Global Asset Management
Quebec, Canada
– -$260K -689 Closed
ADIM
756
Alpha DNA Investment Management
Maryland
– -$251K -665 Closed
PCA
757
Pallas Capital Advisors
Massachusetts
– -$224K -646 Closed
CFG
758
Citizens Financial Group
Rhode Island
– -$229K -606 Closed
GHA
759
GW Henssler & Associates
Georgia
– -$227K -601 Closed
GT
760
Greenleaf Trust
Michigan
– -$224K -593 Closed
SG
761
StoneX Group
New York
– -$217K -575 Closed
BCV
762
Banque Cantonale Vaudoise
Switzerland
– -$209K -553 Closed
PI
763
PFG Investments
New York
– -$209K -553 Closed
M1FG
764
Mach-1 Financial Group
Arkansas
– -$206K -545 Closed
GT
765
Glenmede Trust
Pennsylvania
– -$205K -542 Closed
MGP
766
Metis Global Partners
California
– -$204K -539 Closed
HWA
767
Heritage Wealth Advisors
Virginia
– -$171K -453 Closed
Simplex Trading
768
Simplex Trading
Illinois
– -$135K -359 Closed
OA
769
Operose Advisors
Wisconsin
– -$120K -318 Closed
IAS
770
IMA Advisory Services
Colorado
– -$85K -225 Closed
AWA
771
Authentikos Wealth Advisory
California
– -$64.2K -170 Closed
CTA
772
Colonial Trust Advisors
South Carolina
– -$49.1K -130 Closed
FAM
773
Flaharty Asset Management
Florida
– -$37.8K -100 Closed
FIA
774
FNY Investment Advisers
New York
– -$37K -100 Closed
BAAM
775
Baker Avenue Asset Management
California
– -$33.6K -89 Closed
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