Watsco Inc
820 hedge funds and large institutions have $16.9B invested in Watsco Inc in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 273 increasing their positions, 306 reducing their positions, and 65 closing their positions.
66% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 65
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
4% more funds holding
Funds holding: 786 → 820 (+34)
0.99% less ownership
Funds ownership: 102.29% → 101.3% (-0.99%)
3% less capital invested
Capital invested by funds: $17.4B → $16.9B (-$470M)
11% less repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 306
39% less call options, than puts
Call options by funds: $23.9M | Put options by funds: $39.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$112M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$60.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$53.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$47.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$118M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$77.4M |
| 3 |
Barclays
London,
United Kingdom
|
-$74.3M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$68.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$48.8M |
WSO Hedge Fund Activity: Q4 2024 in Review
820 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q4 2024, worth a combined $16.9B — down 2.7% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new WSO positions and 65 closed out — a net gain of 43 holders — while 273 added to existing stakes and 306 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $112M. The largest seller was International Assets Investment Management, cutting an estimated $118M.
- 820 institutional investors held Watsco Inc (WSO) as of Q4 2024, up from 786 in Q3 2024.
- Funds reported $16.9B of Watsco Inc stock for Q4 2024, down 2.7% quarter-over-quarter.
- 108 funds opened new Watsco Inc positions in Q4 2024 and 65 closed out, a net change of +43 holders.
- The largest Watsco Inc buyer in Q4 2024 was Lord, Abbett & Co, an estimated $112M added.
- The largest Watsco Inc seller in Q4 2024 was International Assets Investment Management, an estimated $118M sold.
Based on aggregated 13F filings for Q4 2024.