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Watsco
WSO

Overview Fund Activity

769 hedge funds and large institutions have $16.6B invested in Watsco in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 321 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+28
Holders Change %
+3.78%
% of All Funds
11.19%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
106
Increased
242
Reduced
321
Closed
65
Calls
$48.5M
Puts
$36.7M
Net Calls
+$11.8M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$288M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.52B
3
Citadel Advisors
3
Citadel Advisors
Florida
$133M
4
Swedbank
4
Swedbank
Sweden
$88.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$69.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$129M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$712M
3
Norges Bank
3
Norges Bank
Norway
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$243M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$63.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
751
DiNuzzo Private Wealth
Pennsylvania
$2.78K +$463 +1 +20%
QC
752
Quent Capital
New York
$2.36K – – –
HCP
753
Hexagon Capital Partners
Arkansas
$2.32K – – –
OCM
754
Orion Capital Management
California
$2.32K – – –
BGAI
755
Bruce G. Allen Investments
Colorado
$1.85K – – –
CA
756
Crewe Advisors
Utah
$1.85K +$1.85K +4 New
VWM
757
Valley Wealth Managers
New Jersey
$1.85K +$1.85K +4 New
TWD
758
True Wealth Design
Ohio
$1.39K +$463 +1 +50%
FMP
759
Financial Management Professionals
Texas
$1K – – –
VWA
760
Valued Wealth Advisors
Utah
$927 – – –
BFPW
761
BOK Financial Private Wealth
Colorado
$927 +$927 +2 New
LIM
762
Longfellow Investment Management
Massachusetts
$926 – – –
CPG
763
Cornerstone Planning Group
New Jersey
$923 +$923 +2 New
TFM
764
TFC Financial Management
Massachusetts
$464 – – –
FGAM
765
Financial Gravity Asset Management
Texas
$463 -$4.17K -9 -90%
RS
766
Rakuten Securities
Japan
$463 -$2.78K -6 -86%
SFC
767
Strategic Financial Concepts
Texas
$49 +$49 +23,543 New
BHWM
768
Beaird Harris Wealth Management
Texas
$47 – – –
WP
769
Woodline Partners
California
– -$21.9M -50,779 Closed
AIG
770
American International Group
New York
– -$17.9M -41,492 Closed
QT
771
Quantbot Technologies
New York
– -$6.53M -15,107 Closed
Marshall Wace
772
Marshall Wace
United Kingdom
– -$5.31M -12,283 Closed
ZIM
773
Zacks Investment Management
Illinois
– -$3.9M -9,023 Closed
AACP
774
Advantage Alpha Capital Partners
California
– -$3.85M -8,902 Closed
SPS
775
Susquehanna Portfolio Strategies
Pennsylvania
– -$1.86M -4,309 Closed
29 30
31
32 33