Watsco Inc
786 hedge funds and large institutions have $17.4B invested in Watsco Inc in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 296 increasing their positions, 290 reducing their positions, and 65 closing their positions.
31% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 65
1% more funds holding
Funds holding: 775 → 786 (+11)
4% more capital invested
Capital invested by funds: $16.7B → $17.4B (+$721M)
2% more repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 290
1.29% less ownership
Funds ownership: 103.58% → 102.29% (-1.3%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
20% less call options, than puts
Call options by funds: $56M | Put options by funds: $70.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$167M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$112M |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$49.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.1M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$35.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$112M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$89.3M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$75.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$64.2M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$48.1M |
WSO Hedge Fund Activity: Q3 2024 in Review
786 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q3 2024, worth a combined $17.4B — up 4.3% from $16.7B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new WSO positions and 65 closed out — a net gain of 20 holders — while 296 added to existing stakes and 290 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $167M. The largest seller was Citadel Advisors, cutting an estimated $112M.
- 786 institutional investors held Watsco Inc (WSO) as of Q3 2024, up from 775 in Q2 2024.
- Funds reported $17.4B of Watsco Inc stock for Q3 2024, up 4.3% quarter-over-quarter.
- 85 funds opened new Watsco Inc positions in Q3 2024 and 65 closed out, a net change of +20 holders.
- The largest Watsco Inc buyer in Q3 2024 was Fidelity Investments, an estimated $167M added.
- The largest Watsco Inc seller in Q3 2024 was Citadel Advisors, an estimated $112M sold.
Based on aggregated 13F filings for Q3 2024.