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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 %
ONB
151
Old National Bancorp
Indiana
$8.88M -$562K -1,311 -6%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$8.75M +$528K +1,232 +6%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$8.62M -$331K -773 -4%
PCA
154
Prospect Capital Advisors
California
$8.57M +$428K +1,000 +5%
Walleye Capital
155
Walleye Capital
New York
$8.53M +$8.53M +19,897 New
FNBT
156
FineMark National Bank & Trust
Florida
$8.52M +$180K +420 +2%
DDC
157
DF Dent & Co
Maryland
$8.44M +$3.43K +8 +0%
VCM
158
Vision Capital Management
Oregon
$8.41M +$54.8K +128 +0.7%
MIM
159
MetLife Investment Management
New Jersey
$8.32M -$57.8K -135 -0.7%
State of New Jersey Common Pension Fund D
160
State of New Jersey Common Pension Fund D
New Jersey
$8.19M – – –
State of Tennessee, Department of Treasury
161
State of Tennessee, Department of Treasury
Tennessee
$8.14M -$872K -2,036 -10%
Osaic Holdings
162
Osaic Holdings
Arizona
$8.13M -$2.29M -5,345 -22%
MGWM
163
Marks Group Wealth Management
Minnesota
$8.05M -$181K -422 -2%
TBA
164
Tower Bridge Advisors
Pennsylvania
$8.03M -$1.36M -3,165 -14%
VOYA Investment Management
165
VOYA Investment Management
Georgia
$7.99M -$633K -1,478 -7%
ACM
166
Advisors Capital Management
New Jersey
$7.67M +$394K +919 +5%
IIM
167
Ipswich Investment Management
Massachusetts
$7.65M +$70.7K +165 +0.9%
PGAM
168
Princeton Global Asset Management
New Jersey
$7.59M +$278K +649 +4%
Ohio Public Employees Retirement System (OPERS)
169
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.53M +$637K +1,486 +9%
AAM
170
Advisors Asset Management
Colorado
$7.52M +$276K +644 +4%
MAM
171
Mirabaud Asset Management
United Kingdom
$7.51M +$7.51M +17,531 New
BMSSC
172
B. Metzler seel. Sohn & Co
Germany
$7.47M +$171K +400 +2%
RAM
173
Redmond Asset Management
Virginia
$7.32M -$921K -2,150 -11%
NGA
174
Naples Global Advisors
Florida
$7.31M -$381K -890 -5%
HighTower Advisors
175
HighTower Advisors
Illinois
$7.23M +$78K +182 +1%
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