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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 %
SGM
801
Skye Global Management
Florida
– -$730K -1,575 Closed
BCM
802
Bayesian Capital Management
New York
– -$681K -1,470 Closed
AA
803
ALPS Advisors
Colorado
– -$676K -1,460 Closed
YC
804
Yarbrough Capital
Tennessee
– -$670K -1,447 Closed
Vontobel Holding
805
Vontobel Holding
Switzerland
– -$667K -1,440 Closed
PP
806
Paloma Partners
Connecticut
– -$612K -1,321 Closed
Capstone Investment Advisors
807
Capstone Investment Advisors
New York
– -$561K -1,211 Closed
SP
808
Symmetry Partners
Connecticut
– -$557K -1,202 Closed
MA
809
MJP Associates
Connecticut
– -$458K -989 Closed
ECM
810
Ensemble Capital Management
California
– -$391K -845 Closed
Acadian Asset Management
811
Acadian Asset Management
Massachusetts
– -$372K -807 Closed
BNP Paribas Asset Management
812
BNP Paribas Asset Management
France
– -$368K -795 Closed
Assenagon Asset Management
813
Assenagon Asset Management
Luxembourg
– -$308K -664 Closed
Teacher Retirement System of Texas
814
Teacher Retirement System of Texas
Texas
– -$306K -660 Closed
SW
815
Simplicity Wealth
New Jersey
– -$296K -639 Closed
LSPW
816
Lake Street Private Wealth
Illinois
– -$288K -621 Closed
Nomura Holdings
817
Nomura Holdings
Japan
– -$269K -581 Closed
BFA
818
Beaumont Financial Advisors
Massachusetts
– -$244K -526 Closed
BCV
819
Banque Cantonale Vaudoise
Switzerland
– -$244K -525 Closed
HAG
820
HighPoint Advisor Group
Illinois
– -$242K -502 Closed
GT
821
Glenmede Trust
Pennsylvania
– -$205K -443 Closed
DFCM
822
Dark Forest Capital Management
Puerto Rico
– -$204K -440 Closed
RFG
823
RFP Financial Group
Georgia
– -$179K -386 Closed
GI
824
Gradient Investments
Minnesota
– -$108K -234 Closed
ATPW
825
Ashton Thomas Private Wealth
Arizona
– -$61.1K -132 Closed
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