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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.

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 %
CCIA
776
Campbell & Co Investment Adviser
Maryland
– -$1.57M -3,626 Closed
CA
777
CoreCap Advisors
Michigan
– -$1.33M -3,067 Closed
SA
778
SpiderRock Advisors
Delaware
– -$1.2M -2,925 Closed
BHCM
779
Brevan Howard Capital Management
Jersey
– -$1.24M -2,860 Closed
GCM
780
Graham Capital Management
Connecticut
– -$1.22M -2,828 Closed
NA
781
Nordwand Advisors
Pennsylvania
– -$1.2M -2,768 Closed
LAS
782
Lloyd Advisory Services
Georgia
– -$1.15M -2,655 Closed
SG Americas Securities
783
SG Americas Securities
New York
– -$1.06M -2,451 Closed
LA
784
LBP AM
France
– -$949K -2,198 Closed
QIM
785
Quantitative Investment Management
Virginia
– -$944K -2,186 Closed
PRC
786
Pearl River Capital
Michigan
– -$858K -1,987 Closed
SPA
787
Sherbrooke Park Advisers
New York
– -$830K -1,922 Closed
SI
788
Symmetry Investments
Jersey
– -$594K -1,376 Closed
FA
789
FDx Advisors
Illinois
– -$584K -1,353 Closed
BAM
790
Blueshift Asset Management
New Jersey
– -$571K -1,321 Closed
ET
791
Entropy Technologies
New York
– -$527K -1,221 Closed
NFC
792
Northeast Financial Consultants
Connecticut
– -$518K -1,200 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
793
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$491K -1,137 Closed
DA
794
Duality Advisers
Florida
– -$489K -1,132 Closed
SM
795
Sciencast Management
New Jersey
– -$484K -1,120 Closed
LCM
796
Laurion Capital Management
New York
– -$426K -986 Closed
PIM
797
Plato Investment Management
Australia
– -$413K -955 Closed
DFG
798
Delta Financial Group
New Jersey
– -$402K -930 Closed
ALAM
799
Asahi Life Asset Management
Japan
– -$371K -860 Closed
AC
800
Avestar Capital
New York
– -$345K -798 Closed
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