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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WT
101
Washington Trust
Rhode Island
$18.5M 38,999 -1,967 -5%
LG
102
LaFleur & Godfrey
Michigan
$18.3M 38,634 -2,642 -6%
DekaBank Deutsche Girozentrale
103
DekaBank Deutsche Girozentrale
Germany
$18.2M 38,869 – –
Ameriprise
104
Ameriprise
Minnesota
$17.7M 37,291 -1,226 -3%
New York State Teachers Retirement System (NYSTRS)
105
New York State Teachers Retirement System (NYSTRS)
New York
$17.6M 37,111 -300 -0.8%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$17.1M 36,143 +470 +1%
LWCFA
107
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.9M 34,587 -126 -0.4%
Axa
108
Axa
France
$16.5M 34,881 -9 -0%
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$16.2M 34,227 -240 -0.7%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$16.2M 34,153 -5,741 -14%
CIC
111
Carnegie Investment Counsel
Ohio
$16.1M 34,034 -134 -0.4%
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$15.8M 33,248 -2,100 -6%
SSA
113
Schonfeld Strategic Advisors
New York
$15.7M 33,169 +31,957 +2,637%
WDA
114
Wendell David Associates
New Hampshire
$15.3M 32,217 -230 -0.7%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$15.1M 31,918 -6,855 -18%
CIA
116
Covington Investment Advisors
Pennsylvania
$15.1M 31,985 -325 -1%
Comerica Bank
117
Comerica Bank
Texas
$14.6M 30,864 -1,246 -4%
MFWM
118
Motley Fool Wealth Management
Virginia
$14.2M 29,936 -1,649 -5%
ROC
119
Running Oak Capital
Minnesota
$13.6M 28,659 +1,135 +4%
BDLIB
120
Banque de Luxembourg Investments (BLI)
Luxembourg
$13.5M 28,500 +28,500 New
LGF
121
LGT Group Foundation
Liechtenstein
$13.2M 27,946 +2,958 +12%
DZ Bank
122
DZ Bank
Germany
$13.2M 27,789 -548 -2%
LPL Financial
123
LPL Financial
California
$13.1M 27,557 +4,898 +22%
GAM
124
Gotham Asset Management
New York
$12.8M 27,076 +7,448 +38%
Victory Capital Management
125
Victory Capital Management
Texas
$12.7M 26,760 +3,618 +16%
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5
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