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Watsco
WSO

Overview Fund Activity

778 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, 293 increasing their positions, 286 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.26%
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
293
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 %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$9.01M -$108K -220 -1%
MGWM
152
Marks Group Wealth Management
Minnesota
$8.94M +$233K +473 +3%
MIM
153
MetLife Investment Management
New Jersey
$8.84M +$529K +1,075 +6%
KIC
154
Kensington Investment Counsel
California
$8.73M +$173K +351 +2%
IIM
155
Ipswich Investment Management
Massachusetts
$8.62M -$162K -330 -2%
TBA
156
Tower Bridge Advisors
Pennsylvania
$8.52M -$42.3K -86 -0.5%
Balyasny Asset Management
157
Balyasny Asset Management
Illinois
$8.48M -$65.7M -133,518 -89%
AB
158
Amalgamated Bank
New York
$8.43M +$398K +809 +5%
VCM
159
Vision Capital Management
Oregon
$8.26M -$1.32M -2,685 -14%
FNBT
160
FineMark National Bank & Trust
Florida
$8.23M -$1.72M -3,496 -17%
2
161
2Xideas
Switzerland
$8.18M -$4.57M -9,288 -36%
SAM
162
Southernsun Asset Management
Tennessee
$8.11M -$288K -585 -3%
NGA
163
Naples Global Advisors
Florida
$8.11M -$91K -185 -1%
Russell Investments Group
164
Russell Investments Group
United Kingdom
$8.07M -$606K -1,232 -7%
ACM
165
Advisors Capital Management
New Jersey
$8.05M -$81.2K -165 -1%
Citigroup
166
Citigroup
New York
$7.98M +$2.07M +4,204 +35%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$7.97M -$2.35M -4,768 -23%
American Century Companies
168
American Century Companies
Missouri
$7.85M +$1.09M +2,218 +16%
HighTower Advisors
169
HighTower Advisors
Illinois
$7.83M +$267K +546 +4%
RAM
170
Redmond Asset Management
Virginia
$7.82M -$89.5K -182 -1%
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$7.76M +$1.05M +2,138 +16%
Tudor Investment Corp
172
Tudor Investment Corp
Connecticut
$7.64M +$7.18M +14,602 +1,553%
AIM
173
Achmea Investment Management
Netherlands
$7.64M -$2.75M -5,584 -26%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$7.61M +$175K +355 +2%
Treasurer of the State of North Carolina
175
Treasurer of the State of North Carolina
North Carolina
$7.43M +$29.5K +60 +0.4%
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7
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