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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 %
PFG
751
Peterson Financial Group
Iowa
$5.25K +$5.25K +11 New
WIM
752
Westside Investment Management
California
$5.18K – – –
FWA
753
FSC Wealth Advisors
New York
$4.92K – – –
MAM
754
Meeder Asset Management
Ohio
$4.43K -$8.36K -17 -65%
SIC
755
SJS Investment Consulting
Ohio
$3.94K – – –
RAM
756
Riggs Asset Management
Pennsylvania
$3.44K – – –
TAM
757
Tucker Asset Management
Colorado
$3.44K -$2.46K -5 -42%
DPW
758
DiNuzzo Private Wealth
Pennsylvania
$2.95K – – –
QC
759
Quent Capital
New York
$2.51K – – –
S
760
Sachetta
Massachusetts
$1.97K -$1.97K -4 -50%
BGAI
761
Bruce G. Allen Investments
Colorado
$1.97K – – –
CA
762
Crewe Advisors
Utah
$1.97K – – –
SIC
763
Salem Investment Counselors
North Carolina
$1.97K +$1.97K +4 New
HCP
764
Hexagon Capital Partners
Arkansas
$1.48K -$984 -2 -40%
TWD
765
True Wealth Design
Ohio
$1.48K – – –
CPA
766
Capital Performance Advisors
California
$1.48K +$1.48K +3 New
FMP
767
Financial Management Professionals
Texas
$1K – – –
KFI
768
Key Financial Inc
Pennsylvania
$984 -$11.8K -24 -92%
LIM
769
Longfellow Investment Management
Massachusetts
$984 – – –
VWA
770
Valued Wealth Advisors
Utah
$984 – – –
BFPW
771
BOK Financial Private Wealth
Colorado
$984 – – –
CA
772
Claris Advisors
Missouri
$984 +$984 +2 New
AFS
773
Annapolis Financial Services
Maryland
$517 +$517 +1 New
TFM
774
TFC Financial Management
Massachusetts
$492 – – –
PMFA
775
Plante Moran Financial Advisors
Michigan
$492 +$492 +1 New
29 30
31
32 33