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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 %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$19M 38,773 +1,856 +5%
Ameriprise
102
Ameriprise
Minnesota
$18.9M 38,517 +538 +1%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$18.4M 37,411 -200 -0.5%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$17.5M 35,673 +410 +1%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$17.4M 35,348 -9,144 -21%
BCM
106
Bornite Capital Management
New York
$17.2M 35,000 +35,000 New
Axa
107
Axa
France
$17.2M 34,890 -4 -0%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$17M 34,467 +220 +0.6%
CIC
109
Carnegie Investment Counsel
Ohio
$16.8M 34,168 +361 +1%
LWCFA
110
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.6M 34,713 -48 -0.1%
WDA
111
Wendell David Associates
New Hampshire
$16M 32,447 -620 -2%
CIA
112
Covington Investment Advisors
Pennsylvania
$15.9M 32,310 +140 +0.4%
Comerica Bank
113
Comerica Bank
Texas
$15.8M 32,110 -947 -3%
Schroder Investment Management Group
114
Schroder Investment Management Group
United Kingdom
$15.7M 31,675 -694 -2%
HA
115
Heartland Advisors
Wisconsin
$15.7M 31,869 -721 -2%
MFWM
116
Motley Fool Wealth Management
Virginia
$15.5M 31,585 -805 -2%
Jane Street
117
Jane Street
New York
$14.6M 29,582 -41,786 -59%
DZ Bank
118
DZ Bank
Germany
$13.9M 28,337 +48 +0.2%
ROC
119
Running Oak Capital
Minnesota
$13.5M 27,524 +2,104 +8%
VIP
120
Vantage Investment Partners
Missouri
$13.3M 26,999 -30 -0.1%
Renaissance Technologies
121
Renaissance Technologies
New York
$13.1M 26,600 +26,600 New
AWM
122
AE Wealth Management
Kansas
$13.1M 26,555 -1,888 -7%
PMIA
123
Patrick Mauro Investment Advisor
Illinois
$13M 26,457 -230 -0.9%
Amundi
124
Amundi
France
$13M 26,268 -1,820 -6%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$12.7M 25,756 +2,872 +13%
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5
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