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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.

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 %
RTC
776
Riverview Trust Company
Washington
$492 +$492 +1 New
IAIM
777
International Assets Investment Management
Florida
$475 +$474 +233,167 +48,985%
Norges Bank
778
Norges Bank
Norway
– -$110M -236,695 Closed
Alyeska Investment Group
779
Alyeska Investment Group
Illinois
– -$18.7M -40,363 Closed
TPSF
780
Texas Permanent School Fund
Texas
– -$15.2M -32,799 Closed
IP
781
Interval Partners
New York
– -$11.7M -25,344 Closed
SFC
782
Strategic Financial Concepts
Texas
– -$49 -23,543 Closed
Janney Montgomery Scott
783
Janney Montgomery Scott
Pennsylvania
– -$10.2M -22,091 Closed
KCM
784
Kodai Capital Management
Illinois
– -$9.5M -20,511 Closed
HF
785
HRT Financial
New York
– -$5.91M -12,754 Closed
MCM
786
Moore Capital Management
New York
– -$4.63M -10,000 Closed
EAM
787
Eagle Asset Management
Florida
– -$4.61M -9,988 Closed
JCA
788
Jade Capital Advisors
New Jersey
– -$3.94M -8,500 Closed
JF
789
Jump Financial
Illinois
– -$2.61M -5,627 Closed
SWS
790
SYSTM Wealth Solutions
Illinois
– -$2.03M -4,389 Closed
Impax Asset Management Group
791
Impax Asset Management Group
United Kingdom
– -$1.86M -4,021 Closed
RL
792
Retireful LLC
Michigan
– -$1.85M -3,990 Closed
LCM
793
Landscape Capital Management
New Jersey
– -$1.48M -3,190 Closed
FC
794
FORA Capital
Florida
– -$1.43M -3,093 Closed
APG Asset Management
795
APG Asset Management
Netherlands
– -$1.3M -3,000 Closed
BA
796
Bellwether Advisors
Nebraska
– -$1.29M -2,789 Closed
AI
797
Atom Investors
Texas
– -$1.07M -2,303 Closed
MPM
798
MBB Public Markets
Illinois
– -$1.07M -2,300 Closed
ETC
799
Exchange Traded Concepts
Oklahoma
– -$940K -2,029 Closed
MIC
800
Maxi Investments CY
Cyprus
– -$893K -1,927 Closed
30 31
32
33 34