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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.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+42
Holders Change %
+6.18%
% of All Funds
10.58%
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
Morgan Stanley
New York
$325M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$176M
3
CC
Cartenna Capital
Connecticut
$45.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$99M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$44.2M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$633M
2
Citadel Advisors
Citadel Advisors
Florida
$71.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$71.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$179M
5
Charles Schwab
Charles Schwab
California
$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
Marsico Capital Management
Colorado
$12.3M +$3.43M +8,008 +39%
CIC
127
Carnegie Investment Counsel
Ohio
$12.3M +$62.1K +145 +0.5%
CS
128
Credit Suisse
Switzerland
$12.2M +$581K +1,357 +5%
Axa
129
Axa
France
$11.2M +$11.2M +26,118 New
Amundi
130
Amundi
France
$11M -$1.17M -2,887 -10%
Alyeska Investment Group
131
Alyeska Investment Group
Illinois
$10.9M +$10.9M +25,423 New
HA
132
Heartland Advisors
Wisconsin
$10.9M -$1.65M -3,860 -13%
DS
133
Dudley & Shanley
Florida
$10.8M -$111K -260 -1%
Connor, Clark & Lunn Investment Management (CC&L)
134
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.7M +$2.1M +4,908 +24%
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M -$288K -672 -3%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$10.3M +$204K +477 +2%
AB
137
Amalgamated Bank
New York
$10.1M +$33.8K +79 +0.3%
ROC
138
Running Oak Capital
Minnesota
$9.93M +$1.23M +2,879 +14%
TC
139
TownSquare Capital
Utah
$9.82M -$740K -1,727 -7%
Citigroup
140
Citigroup
New York
$9.74M -$1.22M -2,840 -11%
SWP
141
Stratos Wealth Partners
Ohio
$9.4M -$122K -284 -1%
OAM
142
Oppenheimer Asset Management
New York
$9.39M -$518K -1,209 -5%
BFM
143
Boothbay Fund Management
New York
$9.36M +$9.36M +21,854 New
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$9.36M +$4.44M +10,370 +90%
BFS
145
Bradley Foster & Sargent
Connecticut
$9.21M +$9.21M +21,500 New
FRAF
146
Första AP-fonden
Sweden
$9.13M -$600K -1,400 -6%
COA
147
Crown Oak Advisors
California
$9.06M +$9.06M +21,138 New
MOACM
148
Mutual of America Capital Management
New York
$8.96M -$377K -880 -4%
State of Wisconsin Investment Board
149
State of Wisconsin Investment Board
Wisconsin
$8.92M +$1.3M +3,037 +17%
SAM
150
Southernsun Asset Management
Tennessee
$8.9M -$1.89M -4,421 -18%
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