WSO icon

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.

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 %
QIM
826
Quantitative Investment Management
Virginia
– -$1.88M -3,823 Closed
CC
827
Centiva Capital
New York
– -$1.69M -3,445 Closed
DM
828
Deerfield Management
New York
– -$1.67M -3,401 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
829
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.61M -3,270 Closed
RIM
830
Redwood Investment Management
Arizona
– -$1.54M -3,104 Closed
BOSSRA
831
B.O.S.S. Retirement Advisors
Utah
– -$1.44M -2,917 Closed
AP
832
Americana Partners
Texas
– -$1.42M -2,889 Closed
SEC
833
Seven Eight Capital
New York
– -$1.13M -2,298 Closed
NC
834
nVerses Capital
Florida
– -$935K -1,900 Closed
FTDI
835
First Trust Direct Indexing
Massachusetts
– -$929K -1,888 Closed
SPA
836
Sherbrooke Park Advisers
New York
– -$708K -1,439 Closed
DF
837
Donoghue Forlines
Massachusetts
– -$694K -1,410 Closed
TC
838
TwinBeech Capital
New York
– -$651K -1,323 Closed
IMCOOI
839
Investment Management Corp of Ontario (IMCO)
Canada
– -$542K -1,101 Closed
AC
840
AXQ Capital
New Jersey
– -$512K -1,040 Closed
VF
841
Virtu Financial
New York
– -$462K -939 Closed
AR
842
Advisory Research
Illinois
– -$445K -906 Closed
AAF
843
Andra AP-fonden
Sweden
– -$443K -900 Closed
ADIM
844
Alpha DNA Investment Management
Maryland
– -$439K -892 Closed
IGAM
845
iA Global Asset Management
Quebec, Canada
– -$416K -845 Closed
CCIA
846
Campbell & Co Investment Adviser
Maryland
– -$413K -840 Closed
IPW
847
Impact Partnership Wealth
Georgia
– -$397K -807 Closed
SRL
848
Scientech Research LLC
New Jersey
– -$377K -766 Closed
IC
849
IEQ Capital
California
– -$368K -749 Closed
FRM
850
Fox Run Management
Connecticut
– -$365K -743 Closed
32 33
34
35 36