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Watsco
WSO

Overview Fund Activity

778 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, 293 increasing their positions, 286 reducing their positions, and 67 closing their positions.

Holders
778
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.26%
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
293
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
Norges Bank
2
Norges Bank
Norway
$0
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$607M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$56.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$8.48M
Name Market Value Shares Shares
Change 		Shares
Change %
PM
76
Pembroke Management
Quebec, Canada
$29.5M 59,889 -2,015 -3%
CAI
77
Capital Advisors Inc
Oklahoma
$29.3M 59,476 -276 -0.5%
FAM
78
Fenimore Asset Management
New York
$28.8M 58,505 +5,747 +11%
Canada Life
79
Canada Life
Manitoba, Canada
$28.5M 57,928 +5,150 +10%
T. Rowe Price Investment Management
80
T. Rowe Price Investment Management
Maryland
$27.6M 56,165 -915 -2%
Citadel Advisors
81
Citadel Advisors
Florida
$27.5M 55,941 -232,054 -81%
National Pension Service
82
National Pension Service
South Korea
$27M 54,800 – –
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$26.8M 54,544 +813 +2%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$26.8M 54,408 +3,813 +8%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$26.6M 54,036 -919 -2%
MFAM
86
Motley Fool Asset Management
Virginia
$26M 52,528 -1,058 -2%
SEI Investments
87
SEI Investments
Pennsylvania
$25.7M 52,292 +1,769 +4%
Franklin Resources
88
Franklin Resources
California
$25.6M 51,590 +2,738 +6%
Nordea Investment Management
89
Nordea Investment Management
Sweden
$25.5M 51,681 -32,552 -39%
AllianceBernstein
90
AllianceBernstein
Tennessee
$25.1M 51,047 +1,477 +3%
EAM
91
EULAV Asset Management
Florida
$24.1M 48,900 +24,300 +99%
BFS
92
Bradley Foster & Sargent
Connecticut
$23M 46,768 -149 -0.3%
Truist Financial
93
Truist Financial
North Carolina
$21.1M 42,958 -1,714 -4%
LG
94
LaFleur & Godfrey
Michigan
$20.3M 41,276 -1,128 -3%
CF
95
Corebridge Financial
Texas
$20.2M 41,138 +628 +2%
WT
96
Washington Trust
Rhode Island
$20.2M 40,966 -2,078 -5%
BST
97
Bath Savings Trust
Maine
$19.8M 40,200 -168 -0.4%
GWI
98
Grace & White Inc
New York
$19.7M 39,950 -2,600 -6%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$19.6M 39,894 +215 +0.5%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$19.3M 38,869 +71 +0.2%
2 3
4
5 6