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Watsco
WSO

Overview Fund Activity

779 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, 294 increasing their positions, 286 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.27%
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
294
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
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$607M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$56.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$8.48M
5
Capital World Investors
5
Capital World Investors
California
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
DS
126
Dudley & Shanley
Florida
$12.5M – – –
LGF
127
LGT Group Foundation
Liechtenstein
$12.3M +$4.68M +9,511 +61%
TC
128
TownSquare Capital
Utah
$11.7M +$310K +631 +3%
Victory Capital Management
129
Victory Capital Management
Texas
$11.4M -$509K -1,035 -4%
Mitsubishi UFJ Asset Management
130
Mitsubishi UFJ Asset Management
Japan
$11.3M +$921K +1,873 +9%
Westfield Capital Management
131
Westfield Capital Management
Massachusetts
$11.2M +$192K +390 +2%
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.2M +$306K +623 +3%
SWP
133
Stratos Wealth Partners
Ohio
$11.2M +$109K +222 +1%
Connor, Clark & Lunn Investment Management (CC&L)
134
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.2M -$5.95M -12,101 -35%
Ensign Peak Advisors
135
Ensign Peak Advisors
Utah
$11.2M +$93.5K +190 +0.8%
LPL Financial
136
LPL Financial
California
$11.1M +$1.47M +2,997 +15%
AQR Capital Management
137
AQR Capital Management
Connecticut
$10.7M +$3.28M +6,711 +44%
BMSSC
138
B. Metzler seel. Sohn & Co
Germany
$10.7M +$123K +250 +1%
OAM
139
Oppenheimer Asset Management
New York
$10.2M -$54.6K -111 -0.5%
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$10.1M +$2.48M +5,034 +32%
COA
141
Crown Oak Advisors
California
$9.85M -$583K -1,185 -6%
Mirae Asset Global Investments
142
Mirae Asset Global Investments
South Korea
$9.77M +$1.25M +2,527 +15%
GAM
143
Gotham Asset Management
New York
$9.65M -$424K -862 -4%
DDC
144
DF Dent & Co
Maryland
$9.43M -$14.3K -29 -0.2%
AIM
145
Arcadia Investment Management
Michigan
$9.39M -$384K -780 -4%
MCM
146
Marsico Capital Management
Colorado
$9.34M -$1.69M -3,439 -15%
MOACM
147
Mutual of America Capital Management
New York
$9.25M +$233K +474 +3%
WP
148
Woodline Partners
California
$9.06M +$9.06M +18,417 New
PGAM
149
Princeton Global Asset Management
New Jersey
$9.04M +$138K +281 +2%
WorldQuant Millennium Advisors
150
WorldQuant Millennium Advisors
New York
$9.02M -$3.2M -6,508 -26%
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