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Watsco
WSO

Overview Fund Activity

741 hedge funds and large institutions have $15.5B invested in Watsco in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 269 increasing their positions, 280 reducing their positions, and 54 closing their positions.

Holders
741
Holders Change
+19
Holders Change %
+2.63%
% of All Funds
10.74%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.19%
New
80
Increased
269
Reduced
280
Closed
54
Calls
$89.5M
Puts
$66.7M
Net Calls
+$22.8M
Net Calls Change
-$62.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.32B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.47B
3
Norges Bank
3
Norges Bank
Norway
$155M
4
Invesco
4
Invesco
Georgia
$206M
5
Jennison Associates
5
Jennison Associates
New York
$80.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
BlackRock
2
BlackRock
New York
$1.58B
3
Swedbank
3
Swedbank
Sweden
$0
4
Capital World Investors
4
Capital World Investors
California
$319M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
776
MTM Investment Management
South Carolina
– – -484 Closed
CAG
777
Crestwood Advisors Group
Massachusetts
– – -479 Closed
TCPG
778
Trivant Custom Portfolio Group
California
– – -173 Closed
HFM
779
Harvest Fund Management
China
– – -106 Closed
ODG
780
O'Dell Group
Ohio
– – -104 Closed
RCM
781
Raleigh Capital Management
North Carolina
– – -81 Closed
BWM
782
BKM Wealth Management
Wisconsin
– – -74 Closed
RFA
783
Resurgent Financial Advisors
Georgia
– – -57 Closed
Robeco Institutional Asset Management
784
Robeco Institutional Asset Management
Netherlands
– – -51 Closed
QL
785
Quarry LP
New York
– – -50 Closed
LA
786
LM Advisors
California
– – -47 Closed
CA
787
Crewe Advisors
Utah
– – -26 Closed
GWS
788
Glassman Wealth Services
Virginia
– – -19 Closed
BCM
789
Bourgeon Capital Management
Connecticut
– – -10 Closed
CTWM
790
Cherry Tree Wealth Management
Minnesota
– – -10 Closed
LTI
791
Laffer Tengler Investments
Tennessee
– – -8 Closed
SA
792
Scarborough Advisors
Maryland
– – -3 Closed
AT
793
Arlington Trust
Alabama
– – -2 Closed
TWP
794
TFO Wealth Partners
Ohio
– – -1 Closed
KI
795
Kapitalo Investimentos
Brazil
– – -1 Closed
GS
796
GTS Securities
New York
– – – –
GCM
797
Genus Capital Management
British Columbia, Canada
– – – –
EAM
798
Erste Asset Management
Austria
– – – –
TSS
799
Two Sigma Securities
New York
– – – –
Simplex Trading
800
Simplex Trading
Illinois
– – – –
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