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Watsco
WSO

Overview Fund Activity

722 hedge funds and large institutions have $15.4B invested in Watsco in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 248 increasing their positions, 260 reducing their positions, and 66 closing their positions.

Holders
722
Holders Change
+42
Holders Change %
+6.18%
% of All Funds
10.59%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
118
Increased
248
Reduced
260
Closed
66
Calls
$153M
Puts
$67.8M
Net Calls
+$85.1M
Net Calls Change
+$149M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$325M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$176M
3
CC
3
Cartenna Capital
Connecticut
$45.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$99M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$44.2M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$633M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$71.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$179M
5
Charles Schwab
5
Charles Schwab
California
$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$28.9M -$223K -520 -0.8%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$27.2M -$856K -1,997 -3%
William Blair Investment Management
78
William Blair Investment Management
Illinois
$27M +$771K +1,799 +3%
GCM
79
Geneva Capital Management
Wisconsin
$26.6M +$145K +339 +0.5%
BFS
80
Baskin Financial Services
Ontario, Canada
$26.5M +$124K +289 +0.5%
Lord, Abbett & Co
81
Lord, Abbett & Co
New Jersey
$26.5M +$105K +244 +0.4%
Ameriprise
82
Ameriprise
Minnesota
$26.4M -$435K -1,015 -2%
BBHC
83
Brown Brothers Harriman & Co
New York
$25.8M +$4.82M +11,250 +23%
PM
84
Pembroke Management
Quebec, Canada
$25M -$333K -777 -1%
Truist Financial
85
Truist Financial
North Carolina
$24.5M -$31.3K -73 -0.1%
SIC
86
Schwartz Investment Counsel
Michigan
$24M +$13.7M +32,000 +133%
DCM
87
Driehaus Capital Management
Illinois
$24M +$3.56M +8,309 +17%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$23.8M +$285K +666 +1%
AWM
89
AE Wealth Management
Kansas
$23.6M -$3.45M -8,995 -13%
SEI Investments
90
SEI Investments
Pennsylvania
$23.2M -$654K -1,526 -3%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$23.2M +$543K +1,267 +2%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$22.5M +$305K +712 +1%
AllianceBernstein
93
AllianceBernstein
Tennessee
$22.3M -$6.54M -15,266 -23%
LG
94
LaFleur & Godfrey
Michigan
$20.9M -$1.61M -3,746 -7%
FAM
95
Fenimore Asset Management
New York
$20.8M -$60.8K -142 -0.3%
MFWM
96
Motley Fool Wealth Management
Virginia
$20.5M -$443K -1,036 -2%
SAM
97
Scopus Asset Management
New York
$20.4M -$7.07M -16,500 -26%
Millennium Management
98
Millennium Management
New York
$19.9M +$15.4M +36,037 +343%
WT
99
Washington Trust
Rhode Island
$19.9M -$997K -2,326 -5%
Deutsche Bank
100
Deutsche Bank
Germany
$19.7M +$6.08M +14,187 +44%
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4
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