WSO icon

Watsco
WSO

Overview Fund Activity

769 hedge funds and large institutions have $16.6B invested in Watsco in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 321 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+28
Holders Change %
+3.78%
% of All Funds
11.19%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
106
Increased
242
Reduced
321
Closed
65
Calls
$48.5M
Puts
$36.7M
Net Calls
+$11.8M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$288M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.52B
3
Citadel Advisors
3
Citadel Advisors
Florida
$133M
4
Swedbank
4
Swedbank
Sweden
$88.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$69.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$129M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$712M
3
Norges Bank
3
Norges Bank
Norway
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$243M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$63.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$7.2M +$233K +504 +3%
LGF
177
LGT Group Foundation
Liechtenstein
$7.17M +$513K +1,107 +8%
HighTower Advisors
178
HighTower Advisors
Illinois
$7.16M -$940K -2,032 -12%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$7.05M +$271K +586 +4%
Focus Partners Wealth
180
Focus Partners Wealth
Massachusetts
$7.04M +$5.96M +12,345 +549%
AQR Capital Management
181
AQR Capital Management
Connecticut
$7.02M -$1.42M -3,055 -17%
RJFSA
182
Raymond James Financial Services Advisors
Florida
$7.01M -$2.02M -4,350 -22%
BWS
183
Buck Wealth Strategies
Colorado
$6.99M +$6.99M +15,086 New
Treasurer of the State of North Carolina
184
Treasurer of the State of North Carolina
North Carolina
$6.97M -$397K -858 -5%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$6.94M -$280K -604 -4%
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.94M +$26.4K +57 +0.4%
Aberdeen Group
187
Aberdeen Group
United Kingdom
$6.87M +$6.87M +14,824 New
Royal London Asset Management
188
Royal London Asset Management
United Kingdom
$6.66M -$9.11M -19,661 -58%
State of Tennessee, Department of Treasury
189
State of Tennessee, Department of Treasury
Tennessee
$6.38M +$2.31M +4,979 +57%
YCM
190
Yousif Capital Management
Michigan
$6.37M -$426K -919 -6%
American Century Companies
191
American Century Companies
Missouri
$6.36M +$238K +513 +4%
NEI
192
Northwest & Ethical Investments
Ontario, Canada
$6.33M -$284K -612 -4%
Pictet Asset Management
193
Pictet Asset Management
Switzerland
$6.32M -$4.17K -9 -0.1%
HPIA
194
Hamilton Point Investment Advisors
North Carolina
$6.19M +$67.6K +146 +1%
MSV
195
MN Services Vermogensbeheer
Netherlands
$6.16M -$185K -400 -3%
Commonwealth Equity Services
196
Commonwealth Equity Services
Massachusetts
$6.05M -$4.63K -10 -0.1%
GC
197
Guggenheim Capital
Illinois
$6M -$1.52M -3,276 -20%
PCA
198
Prospect Capital Advisors
California
$5.97M -$357K -770 -6%
CCB
199
Cutter & Co Brokerage
Missouri
$5.93M -$56.5K -122 -0.9%
HF
200
HRT Financial
New York
$5.91M -$4.63M -9,995 -44%
6 7
8
9 10