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Watsco
WSO

Overview Fund Activity

779 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, 294 increasing their positions, 286 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.27%
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
294
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 %
VOYA Investment Management
176
VOYA Investment Management
Georgia
$7.43M -$394K -802 -5%
KCM
177
Kingdon Capital Management
New York
$7.38M +$7.38M +15,000 New
Aberdeen Group
178
Aberdeen Group
United Kingdom
$7.38M +$84.6K +172 +1%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.36M -$9.35K -19 -0.1%
Royal London Asset Management
180
Royal London Asset Management
United Kingdom
$7.08M – – –
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$6.94M -$433K -880 -6%
RRAM
182
River Road Asset Management
Kentucky
$6.79M -$2.2M -4,464 -24%
Man Group
183
Man Group
United Kingdom
$6.78M +$1.84M +3,732 +37%
GC
184
Guggenheim Capital
Illinois
$6.75M +$378K +769 +6%
Commonwealth Equity Services
185
Commonwealth Equity Services
Massachusetts
$6.67M +$250K +508 +4%
Millennium Management
186
Millennium Management
New York
$6.66M -$15.5M -31,488 -70%
BWS
187
Buck Wealth Strategies
Colorado
$6.63M -$791K -1,609 -11%
MSV
188
MN Services Vermogensbeheer
Netherlands
$6.54M – – –
State of Tennessee, Department of Treasury
189
State of Tennessee, Department of Treasury
Tennessee
$6.54M -$237K -481 -3%
HPIA
190
Hamilton Point Investment Advisors
North Carolina
$6.49M -$83.1K -169 -1%
YCM
191
Yousif Capital Management
Michigan
$6.44M -$328K -666 -5%
CCM
192
Carderock Capital Management
Maryland
$6.39M +$905K +1,840 +17%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$6.35M -$1.14M -2,311 -15%
State of New Jersey Common Pension Fund D
194
State of New Jersey Common Pension Fund D
New Jersey
$6.2M – – –
CCB
195
Cutter & Co Brokerage
Missouri
$6.19M -$113K -229 -2%
Asset Management One
196
Asset Management One
Japan
$5.99M +$67.4K +137 +1%
AAM
197
Advisors Asset Management
Colorado
$5.94M -$1.97M -4,004 -25%
US Bancorp
198
US Bancorp
Minnesota
$5.9M -$31.5K -64 -0.5%
RAM
199
Resona Asset Management
Japan
$5.8M +$20.2K +41 +0.3%
CAM
200
Cresset Asset Management
Illinois
$5.76M +$219K +445 +4%
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8
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