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Watsco
WSO

Overview Fund Activity

769 hedge funds and large institutions have $16.6B invested in Watsco in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 321 reducing their positions, and 65 closing their positions.

Holders
769
Holders Change
+28
Holders Change %
+3.78%
% of All Funds
11.19%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
106
Increased
242
Reduced
321
Closed
65
Calls
$48.5M
Puts
$36.7M
Net Calls
+$11.8M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$288M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.52B
3
Citadel Advisors
3
Citadel Advisors
Florida
$133M
4
Swedbank
4
Swedbank
Sweden
$88.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$69.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$129M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$712M
3
Norges Bank
3
Norges Bank
Norway
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$243M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$63.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
76
Schwartz Investment Counsel
Michigan
$28.3M 61,000 +5,000 +9%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$27.9M 60,266 -2,626 -4%
CAI
78
Capital Advisors Inc
Oklahoma
$27.7M 59,752 -43,149 -42%
WJWM
79
Williams Jones Wealth Management
New York
$27M 58,235 +53,756 +1,200%
T. Rowe Price Investment Management
80
T. Rowe Price Investment Management
Maryland
$26.4M 57,080 -24,287 -30%
Deutsche Bank
81
Deutsche Bank
Germany
$26M 56,229 +14,348 +34%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$25.5M 54,955 +1,035 +2%
National Pension Service
83
National Pension Service
South Korea
$25.4M 54,800 +54,800 New
UBS Group
84
UBS Group
Switzerland
$24.9M 53,733 +19,971 +59%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$24.9M 53,731 +667 +1%
MFAM
86
Motley Fool Asset Management
Virginia
$24.8M 53,586 -26,702 -33%
Canada Life
87
Canada Life
Manitoba, Canada
$24.5M 52,778 +6,917 +15%
FAM
88
Fenimore Asset Management
New York
$24.4M 52,758 +3,837 +8%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$23.4M 50,595 +960 +2%
SEI Investments
90
SEI Investments
Pennsylvania
$23.4M 50,523 -1,342 -3%
AllianceBernstein
91
AllianceBernstein
Tennessee
$23M 49,570 -1,332 -3%
Franklin Resources
92
Franklin Resources
California
$22.6M 48,852 +2,566 +6%
BFS
93
Bradley Foster & Sargent
Connecticut
$21.7M 46,917 +1,738 +4%
Millennium Management
94
Millennium Management
New York
$20.9M 45,020 +43,850 +3,748%
Truist Financial
95
Truist Financial
North Carolina
$20.7M 44,672 -3,706 -8%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$20.6M 44,492 +425 +1%
WT
97
Washington Trust
Rhode Island
$19.9M 43,044 -1,582 -4%
GWI
98
Grace & White Inc
New York
$19.7M 42,550 -75 -0.2%
LG
99
LaFleur & Godfrey
Michigan
$19.6M 42,404 -1,087 -2%
CF
100
Corebridge Financial
Texas
$18.8M 40,510 +40,510 New
2 3
4
5 6