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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 %
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$7.46M -$212K -448 -3%
American Century Companies
177
American Century Companies
Missouri
$7.4M -$162K -342 -2%
Treasurer of the State of North Carolina
178
Treasurer of the State of North Carolina
North Carolina
$7.21M +$47.4K +100 +0.7%
Aberdeen Group
179
Aberdeen Group
United Kingdom
$7.17M +$26.7K +56 +0.4%
PGAM
180
Princeton Global Asset Management
New Jersey
$6.89M -$1.83M -3,855 -21%
MCM
181
Marsico Capital Management
Colorado
$6.83M -$2.17M -4,569 -24%
Royal London Asset Management
182
Royal London Asset Management
United Kingdom
$6.82M – – –
AIM
183
Achmea Investment Management
Netherlands
$6.67M -$692K -1,460 -9%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$6.67M -$17.1K -36 -0.3%
Verition Fund Management
185
Verition Fund Management
Connecticut
$6.64M +$4.76M +10,046 +253%
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.59M -$497K -1,048 -7%
CCB
187
Cutter & Co Brokerage
Missouri
$6.52M +$562K +1,186 +9%
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$6.48M +$51.2K +108 +0.8%
Nomura Asset Management
189
Nomura Asset Management
Japan
$6.47M +$1.76M +3,720 +37%
QT
190
Quantbot Technologies
New York
$6.45M +$2.06M +4,349 +47%
MSV
191
MN Services Vermogensbeheer
Netherlands
$6.45M +$142K +300 +2%
HPIA
192
Hamilton Point Investment Advisors
North Carolina
$6.27M +$23.2K +49 +0.4%
VOYA Investment Management
193
VOYA Investment Management
Georgia
$6.24M -$918K -1,938 -13%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$6.23M +$117K +247 +2%
State of Tennessee, Department of Treasury
195
State of Tennessee, Department of Treasury
Tennessee
$6.13M -$172K -364 -3%
EP
196
Edgestream Partners
New Jersey
$6.12M +$4.87M +10,281 +390%
CCM
197
Carderock Capital Management
Maryland
$6.09M -$64K -135 -1%
YCM
198
Yousif Capital Management
Michigan
$5.98M -$223K -471 -4%
State of New Jersey Common Pension Fund D
199
State of New Jersey Common Pension Fund D
New Jersey
$5.97M – – –
Walleye Capital
200
Walleye Capital
New York
$5.91M +$4.6M +9,714 +352%
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