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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 %
LIM
801
Longfellow Investment Management
Massachusetts
$948 – – –
VWA
802
Valued Wealth Advisors
Utah
$948 – – –
BFPW
803
BOK Financial Private Wealth
Colorado
$948 – – –
HWA
804
HHM Wealth Advisors
Tennessee
$948 +$948 +2 New
MEG
805
Millstone Evans Group
Colorado
$948 +$948 +2 New
NS
806
NBC Securities
Alabama
$614 -$796K -1,297 -100%
TFM
807
TFC Financial Management
Massachusetts
$474 – – –
RTC
808
Riverview Trust Company
Washington
$474 – – –
CAWM
809
Capital A Wealth Management
Pennsylvania
$474 +$474 +1 New
SS
810
SBI Securities
Japan
$474 +$474 +1 New
PWM
811
Parkworth Wealth Management
California
$474 +$474 +1 New
PWA
812
Principia Wealth Advisory
Texas
$474 +$474 +1 New
NC
813
NewSquare Capital
Pennsylvania
$474 +$474 +1 New
Qube Research & Technologies (QRT)
814
Qube Research & Technologies (QRT)
United Kingdom
– -$36.3M -73,843 Closed
BCM
815
Bornite Capital Management
New York
– -$17.2M -35,000 Closed
WP
816
Woodline Partners
California
– -$9.06M -18,417 Closed
Tudor Investment Corp
817
Tudor Investment Corp
Connecticut
– -$7.64M -15,542 Closed
KCM
818
Kingdon Capital Management
New York
– -$7.38M -15,000 Closed
TI
819
Trexquant Investment
Connecticut
– -$5.61M -11,415 Closed
PAMP
820
Polar Asset Management Partners
Ontario, Canada
– -$2.95M -6,000 Closed
SAM
821
Scopus Asset Management
New York
– -$2.94M -5,975 Closed
Parallax Volatility Advisers
822
Parallax Volatility Advisers
California
– -$2.62M -5,317 Closed
GCM
823
Greenland Capital Management
New York
– -$2.54M -5,165 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
824
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$2.21M -4,493 Closed
WAM
825
Weiss Asset Management
Massachusetts
– -$2.07M -4,199 Closed
31 32
33
34 35