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Watsco
WSO

Overview Fund Activity

770 hedge funds and large institutions have $16.6B invested in Watsco in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 242 increasing their positions, 321 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
770
Holders Change
+29
Holders Change %
+3.91%
% of All Funds
11.2%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
107
Increased
242
Reduced
321
Closed
65
Calls
$48.5M
Puts
$36.7M
Net Calls
+$11.8M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$288M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.52B
3
Citadel Advisors
3
Citadel Advisors
Florida
$133M
4
Swedbank
4
Swedbank
Sweden
$88.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$69.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$129M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$712M
3
Norges Bank
3
Norges Bank
Norway
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$243M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$63.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIP
126
Vantage Investment Partners
Missouri
$12.5M -$1.35M -2,920 -10%
PMIA
127
Patrick Mauro Investment Advisor
Illinois
$12.4M -$1.26M -2,724 -9%
2
128
2Xideas
Switzerland
$12M +$497K +1,073 +4%
ROC
129
Running Oak Capital
Minnesota
$11.8M -$229K -495 -2%
DS
130
Dudley & Shanley
Florida
$11.8M -$151K -327 -1%
IP
131
Interval Partners
New York
$11.7M +$11.7M +25,344 New
WorldQuant Millennium Advisors
132
WorldQuant Millennium Advisors
New York
$11.5M -$10.6M -22,906 -48%
EAM
133
EULAV Asset Management
Florida
$11.4M +$11.4M +24,600 New
Victory Capital Management
134
Victory Capital Management
Texas
$11.2M -$412K -890 -4%
TC
135
TownSquare Capital
Utah
$10.7M +$112K +241 +1%
State of Wisconsin Investment Board
136
State of Wisconsin Investment Board
Wisconsin
$10.6M -$76.9K -166 -0.7%
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$10.4M -$78.8K -170 -0.7%
SWP
138
Stratos Wealth Partners
Ohio
$10.4M +$139K +299 +1%
MCM
139
Marsico Capital Management
Colorado
$10.4M – – –
Westfield Capital Management
140
Westfield Capital Management
Massachusetts
$10.4M +$609K +1,315 +6%
Manulife (Manufacturers Life Insurance)
141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.3M -$90.8K -196 -0.9%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$10.2M -$543K -1,172 -5%
BMSSC
143
B. Metzler seel. Sohn & Co
Germany
$9.95M +$17.6K +38 +0.2%
COA
144
Crown Oak Advisors
California
$9.82M +$15.3K +33 +0.2%
AIM
145
Achmea Investment Management
Netherlands
$9.79M -$7.96M -17,191 -45%
Mitsubishi UFJ Asset Management
146
Mitsubishi UFJ Asset Management
Japan
$9.74M +$1.3M +2,813 +15%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$9.71M -$875K -1,889 -8%
OAM
148
Oppenheimer Asset Management
New York
$9.64M +$766K +1,653 +9%
Massachusetts Financial Services
149
Massachusetts Financial Services
Massachusetts
$9.52M -$1.32M -2,854 -12%
KCM
150
Kodai Capital Management
Illinois
$9.5M +$9.5M +20,511 New
4 5
6
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