WSO icon

Watsco
WSO

Overview Fund Activity

779 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, 294 increasing their positions, 286 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.27%
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
294
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 %
ATPW
826
Ashton Thomas Private Wealth
Arizona
– -$61.1K -132 Closed
FAM
827
Fred Alger Management
New York
– -$53.7K -116 Closed
OWA
828
Opal Wealth Advisors
New York
– -$44.5K -96 Closed
VAG
829
VisionPoint Advisory Group
Texas
– -$41.7K -90 Closed
WIA
830
Wetzel Investment Advisors
Indiana
– -$25.5K -59 Closed
IC
831
Innealta Capital
Texas
– -$18.1K -39 Closed
SIM
832
Studio Investment Management
Illinois
– -$17.6K -38 Closed
SIS
833
Sound Income Strategies
Florida
– -$13.4K -29 Closed
TWP
834
Triad Wealth Partners
Kansas
– -$12K -26 Closed
POIA
835
Pin Oak Investment Advisors
Texas
– -$7K -15 Closed
CP
836
Castleview Partners
Texas
– -$5.56K -12 Closed
PA
837
Pineridge Advisors
Missouri
– -$5.56K -12 Closed
HBW
838
Hazlett, Burt & Watson
West Virginia
– -$5K -10 Closed
EWP
839
Elevation Wealth Partners
California
– -$3.24K -7 Closed
AFWM
840
Abich Financial Wealth Management
Virginia
– -$3.24K -7 Closed
OCM
841
Orion Capital Management
California
– -$2.32K -5 Closed
VWM
842
Valley Wealth Managers
New Jersey
– -$1.85K -4 Closed
CPG
843
Cornerstone Planning Group
New Jersey
– -$923 -2 Closed
RS
844
Rakuten Securities
Japan
– -$463 -1 Closed
BHWM
845
Beaird Harris Wealth Management
Texas
– -$47 – –
30 31 32 33
34