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Watsco
WSO

Overview Fund Activity

813 hedge funds and large institutions have $16.9B invested in Watsco in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 270 increasing their positions, 303 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+35
Holders Change %
+4.5%
% of All Funds
10.83%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
108
Increased
270
Reduced
303
Closed
64
Calls
$23.9M
Puts
$39.1M
Net Calls
-$15.2M
Net Calls Change
-$1.09M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$105M
2
Charles Schwab
2
Charles Schwab
California
$650M
3
Citadel Advisors
3
Citadel Advisors
Florida
$76.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$52.5M
5
UBS Group
5
UBS Group
Switzerland
$65.5M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$247K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.64B
3
Barclays
3
Barclays
United Kingdom
$113M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$520M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
751
TCTC Holdings
Texas
$12.3K +$12.3K +26 New
CCA
752
Criterion Capital Advisors
Tennessee
$12K – – –
FFO
753
Fortitude Family Office
Arizona
$11.8K – – –
KIM
754
Kestra Investment Management
Texas
$11.8K +$11.8K +25 New
PWMG
755
Private Wealth Management Group
New Jersey
$11.4K – – –
TWC
756
TD Waterhouse Canada
Ontario, Canada
$9.96K – – –
AA
757
Ancora Advisors
Ohio
$9.95K – – –
AF
758
Advisornet Financial
Minnesota
$9.48K -$474 -1 -5%
DJSG
759
D.J. St. Germain
Massachusetts
$9.48K – – –
BCWM
760
Bartlett & Co Wealth Management
Ohio
$9.48K – – –
SC
761
SouthState Corp
Florida
$9.48K +$9.48K +20 New
VCM
762
Versant Capital Management
Arizona
$9K -$28.9K -61 -76%
ST
763
Smithfield Trust
Pennsylvania
$9K – – –
FLP
764
Financial Life Planners
Arizona
$8.66K +$8.66K +18 New
MSWM
765
Mowery & Schoenfeld Wealth Management
Illinois
$8.53K – – –
PMFA
766
Plante Moran Financial Advisors
Michigan
$8.06K +$7.58K +16 +1,600%
SFCL
767
Strengthening Families & Communities LLC
Massachusetts
$8K -$158K -315 -95%
NWWA
768
New Wave Wealth Advisors
Arkansas
$7.58K +$7.58K +16 New
OLVIG
769
Oliver Lagore Vanvalin Investment Group
Michigan
$7.11K – – –
PP
770
Pingora Partners
Wyoming
$7.11K – – –
TCM
771
TD Capital Management
Tennessee
$6.67K +$6.67K +14 New
ETS
772
ESL Trust Services
New York
$6.63K – – –
MFG
773
Mendota Financial Group
Wisconsin
$6.16K – – –
FMII
774
Farmers & Merchants Investments Inc
Nebraska
$6.16K – – –
PFA
775
Pathway Financial Advisers
Indiana
$5.77K +$444 +1 +8%
29 30
31
32 33