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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 %
KIC
151
Kensington Investment Counsel
California
$8.74M +$330K +696 +4%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$8.73M -$1.03M -2,167 -11%
MOACM
153
Mutual of America Capital Management
New York
$8.72M -$191K -402 -2%
BMSSC
154
B. Metzler seel. Sohn & Co
Germany
$8.69M -$1.61M -3,390 -16%
AIM
155
Anchor Investment Management
South Carolina
$8.66M +$8.55M +18,038 +7,911%
AIM
156
Arcadia Investment Management
Michigan
$8.62M -$431K -910 -5%
Connor, Clark & Lunn Investment Management (CC&L)
157
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.57M -$2.19M -4,624 -20%
RGC
158
Regents Gate Capital
United Kingdom
$8.48M +$8.48M +17,887 New
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$8.47M -$209K -440 -2%
Marshall Wace
160
Marshall Wace
United Kingdom
$8.44M +$6.21M +13,100 +279%
IIM
161
Ipswich Investment Management
Massachusetts
$8.31M +$6.16K +13 +0.1%
MGWM
162
Marks Group Wealth Management
Minnesota
$8.31M -$304K -641 -4%
Man Group
163
Man Group
United Kingdom
$8.28M +$1.75M +3,688 +27%
BWS
164
Buck Wealth Strategies
Colorado
$8.27M +$1.88M +3,973 +29%
TBA
165
Tower Bridge Advisors
Pennsylvania
$8.1M -$103K -217 -1%
AB
166
Amalgamated Bank
New York
$8.05M -$63.5K -134 -0.8%
Russell Investments Group
167
Russell Investments Group
United Kingdom
$7.99M +$217K +457 +3%
VCM
168
Vision Capital Management
Oregon
$7.92M -$33.6K -71 -0.4%
SAM
169
Southernsun Asset Management
Tennessee
$7.9M +$90.5K +191 +1%
ACM
170
Advisors Capital Management
New Jersey
$7.82M +$63.5K +134 +0.8%
FNBT
171
FineMark National Bank & Trust
Florida
$7.75M -$181K -381 -2%
RAM
172
Redmond Asset Management
Virginia
$7.71M +$180K +380 +2%
NGA
173
Naples Global Advisors
Florida
$7.7M -$104K -220 -1%
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$7.63M +$157K +332 +2%
HighTower Advisors
175
HighTower Advisors
Illinois
$7.57M -$24.2K -51 -0.3%
5 6
7
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