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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.

New
Increased
Maintained
Reduced
Closed
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 %
Renaissance Technologies
76
Renaissance Technologies
New York
$29.6M +$17M +35,800 +135%
SIC
77
Schwartz Investment Counsel
Michigan
$28.9M – – –
CAI
78
Capital Advisors Inc
Oklahoma
$28.1M -$89.1K -188 -0.3%
PM
79
Pembroke Management
Quebec, Canada
$28.1M -$307K -648 -1%
FAM
80
Fenimore Asset Management
New York
$27.6M -$154K -325 -0.6%
California Public Employees Retirement System
81
California Public Employees Retirement System
California
$26.9M -$2.19M -4,612 -8%
EAM
82
EULAV Asset Management
Florida
$26.5M +$3.32M +7,000 +14%
Deutsche Bank
83
Deutsche Bank
Germany
$26M -$2.48M -5,229 -9%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$25.8M +$42.7K +90 +0.2%
T. Rowe Price Investment Management
85
T. Rowe Price Investment Management
Maryland
$25.8M -$832K -1,755 -3%
National Pension Service
86
National Pension Service
South Korea
$25.3M -$711K -1,500 -3%
MFAM
87
Motley Fool Asset Management
Virginia
$25.2M +$321K +678 +1%
Citigroup
88
Citigroup
New York
$24.9M +$17.2M +36,331 +224%
William Blair Investment Management
89
William Blair Investment Management
Illinois
$24.9M -$10.5M -22,083 -30%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$24.8M -$789K -1,664 -3%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$24.5M -$1.4M -2,947 -5%
Franklin Resources
92
Franklin Resources
California
$23.7M -$793K -1,674 -3%
AllianceBernstein
93
AllianceBernstein
Tennessee
$23.6M -$552K -1,165 -2%
BFS
94
Bradley Foster & Sargent
Connecticut
$22.2M +$62.6K +132 +0.3%
Nordea Investment Management
95
Nordea Investment Management
Sweden
$22.2M -$2.4M -5,042 -10%
SEI Investments
96
SEI Investments
Pennsylvania
$22.1M -$2.7M -5,696 -11%
Squarepoint
97
Squarepoint
New York
$21.2M -$22.2M -46,893 -51%
BST
98
Bath Savings Trust
Maine
$18.7M -$318K -671 -2%
CF
99
Corebridge Financial
Texas
$18.7M -$819K -1,729 -4%
GWI
100
Grace & White Inc
New York
$18.6M -$355K -750 -2%
2 3
4
5 6