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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 %
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$19.7M -$1.96M -4,567 -9%
Canada Life
102
Canada Life
Manitoba, Canada
$19.7M +$292K +682 +2%
AIG
103
American International Group
New York
$19.6M -$647K -1,510 -3%
Franklin Resources
104
Franklin Resources
California
$19.2M +$707K +1,650 +4%
GWI
105
Grace & White Inc
New York
$18.3M -$96.4K -225 -0.5%
KCM
106
Kodai Capital Management
Illinois
$17.9M +$17.9M +41,834 New
Comerica Bank
107
Comerica Bank
Texas
$17.8M -$155K -362 -0.9%
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$17.6M -$85.7K -200 -0.5%
BST
109
Bath Savings Trust
Maine
$17.6M +$142K +331 +0.8%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$16.4M +$1.51M +3,515 +10%
AIM
111
Achmea Investment Management
Netherlands
$16.4M -$2.19M -5,109 -12%
Schroder Investment Management Group
112
Schroder Investment Management Group
United Kingdom
$16.2M -$18.9M -44,081 -54%
CIA
113
Covington Investment Advisors
Pennsylvania
$16.1M -$373K -870 -2%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$14.3M -$4.45M -10,393 -24%
RRAM
115
River Road Asset Management
Kentucky
$14.3M -$10.5M -24,447 -42%
WDA
116
Wendell David Associates
New Hampshire
$14.1M +$141K +328 +1%
Massachusetts Financial Services
117
Massachusetts Financial Services
Massachusetts
$13.8M -$339K -791 -2%
LWCFA
118
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.6M -$81.3K -208 -0.6%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$13.5M +$9.88M +23,069 +275%
SPS
120
Susquehanna Portfolio Strategies
Pennsylvania
$13M +$13M +30,253 New
Royal London Asset Management
121
Royal London Asset Management
United Kingdom
$12.9M +$1.43M +3,339 +13%
PMIA
122
Patrick Mauro Investment Advisor
Illinois
$12.8M -$1.05M -2,443 -8%
TPSF
123
Texas Permanent School Fund
Texas
$12.5M +$334K +780 +3%
Victory Capital Management
124
Victory Capital Management
Texas
$12.4M -$2.15M -5,009 -15%
2
125
2Xideas
Switzerland
$12.3M -$1.5M -3,492 -11%
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