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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
HA
126
Heartland Advisors
Wisconsin
$12.5M -$2.65M -5,594 -18%
VIP
127
Vantage Investment Partners
Missouri
$12.4M -$376K -794 -3%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$12.2M +$25.1K +53 +0.2%
2
129
2Xideas
Switzerland
$12.1M +$4.22M +8,901 +54%
Mirae Asset Global Investments
130
Mirae Asset Global Investments
South Korea
$12.1M +$2.63M +5,482 +28%
PMIA
131
Patrick Mauro Investment Advisor
Illinois
$12.1M -$456K -963 -4%
DS
132
Dudley & Shanley
Florida
$12M – – –
AQR Capital Management
133
AQR Capital Management
Connecticut
$11.9M +$1.57M +3,306 +15%
Mitsubishi UFJ Asset Management
134
Mitsubishi UFJ Asset Management
Japan
$11.8M +$955K +2,007 +9%
AWM
135
AE Wealth Management
Kansas
$11.8M -$770K -1,624 -6%
Amundi
136
Amundi
France
$11.7M -$575K -1,233 -5%
TC
137
TownSquare Capital
Utah
$11.5M +$210K +443 +2%
COA
138
Crown Oak Advisors
California
$11.4M +$1.94M +4,101 +20%
SWP
139
Stratos Wealth Partners
Ohio
$11M +$190K +401 +2%
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.6M -$205K -432 -2%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$10.4M +$10.4M +22,044 New
Westfield Capital Management
142
Westfield Capital Management
Massachusetts
$10.4M -$365K -771 -3%
Public Employees Retirement Association of Colorado
143
Public Employees Retirement Association of Colorado
Colorado
$10.4M +$8.7M +18,361 +503%
Truist Financial
144
Truist Financial
North Carolina
$10.4M -$10M -21,115 -49%
Korea Investment Corp
145
Korea Investment Corp
South Korea
$10.2M +$6.81M +14,377 +199%
OAM
146
Oppenheimer Asset Management
New York
$9.84M +$37.4K +79 +0.4%
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$9.43M -$1.32M -2,794 -12%
MIM
148
MetLife Investment Management
New Jersey
$9.3M +$783K +1,653 +9%
DDC
149
DF Dent & Co
Maryland
$9.08M +$2.84K +6 +0%
WorldQuant Millennium Advisors
150
WorldQuant Millennium Advisors
New York
$9.01M +$322K +679 +4%
4 5
6
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