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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.

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 %
MM
851
MQS Management
New York
– -$344K -699 Closed
FFO
852
Fiduciary Family Office
Florida
– -$301K -611 Closed
KFA
853
Krane Funds Advisors
New York
– -$299K -608 Closed
STA
854
Summit Trail Advisors
New York
– -$281K -572 Closed
PCM
855
Prelude Capital Management
New York
– -$252K -513 Closed
OR
856
Olympiad Research
Connecticut
– -$252K -513 Closed
DAS
857
Diversify Advisory Services
Utah
– -$239K -494 Closed
BAM
858
Blueshift Asset Management
New Jersey
– -$241K -490 Closed
IWM
859
IHT Wealth Management
Illinois
– -$226K -458 Closed
SC
860
Scotia Capital
Ontario, Canada
– -$219K -445 Closed
BFC
861
Blue Fin Capital
Rhode Island
– -$208K -422 Closed
LIP
862
Lighthouse Investment Partners
Florida
– -$208K -422 Closed
ACM
863
AlphaStar Capital Management
North Carolina
– -$204K -414 Closed
Lazard Asset Management
864
Lazard Asset Management
New York
– -$120K -245 Closed
CWM
865
Cedar Wealth Management
California
– -$113K -230 Closed
FAM
866
Flaharty Asset Management
Florida
– -$49.2K -100 Closed
QL
867
Quarry LP
New York
– -$44.3K -90 Closed
ATS
868
Ashton Thomas Securities
New York
– -$42.8K -87 Closed
BCMLT
869
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$16.7K -34 Closed
GGI
870
Godsey & Gibb Inc
Virginia
– -$11.8K -24 Closed
APC
871
Aspire Private Capital
North Carolina
– -$8.85K -18 Closed
PCWA
872
Pacific Capital Wealth Advisors
California
– -$8.85K -18 Closed
M
873
MOTCO
Texas
– -$7.87K -16 Closed
SIC
874
Salem Investment Counselors
North Carolina
– -$1.97K -4 Closed
CPA
875
Capital Performance Advisors
California
– -$1.48K -3 Closed
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