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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
Fidelity Investments
Massachusetts
$1.78B
2
BEI
Benjamin Edwards Inc
Missouri
$52.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.75B
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36.3M
5
WJWM
Williams Jones Wealth Management
New York
$62.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$27.5M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$607M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$56.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.48M
5
Capital World Investors
Capital World Investors
California
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
201
Prospect Capital Advisors
California
$5.75M -$590K -1,200 -9%
SWC
202
Spectrum Wealth Counsel
Indiana
$5.74M -$24.1K -49 -0.4%
PCG
203
Prosperity Consulting Group
Maryland
$5.65M +$26.1K +53 +0.5%
NW
204
NewEdge Wealth
Pennsylvania
$5.64M +$379K +770 +7%
TI
205
Trexquant Investment
Connecticut
$5.61M +$5.61M +11,415 New
IMRF
206
Illinois Municipal Retirement Fund
Illinois
$5.6M – – –
BCM
207
Buckhead Capital Management
Georgia
$5.55M -$39.3K -80 -0.7%
VAS
208
Vestmark Advisory Solutions
Massachusetts
$5.54M +$300K +610 +6%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$5.54M -$10.8M -21,810 -66%
MFG
210
Monte Financial Group
Connecticut
$5.49M -$46.2K -94 -0.8%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$5.42M -$377K -766 -6%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$5.39M +$28K +57 +0.5%
D.E. Shaw & Co
213
D.E. Shaw & Co
New York
$5.36M -$377K -766 -7%
AF
214
Alerus Financial
North Dakota
$5.33M -$41.3K -84 -0.8%
Cerity Partners
215
Cerity Partners
New York
$5.23M +$2.48M +5,036 +90%
EWM
216
Empirical Wealth Management
Washington
$5.08M +$473K +962 +10%
Pathstone Holdings
217
Pathstone Holdings
New Jersey
$5.07M +$201K +409 +4%
KJHP
218
K.J. Harrison & Partners
Ontario, Canada
$4.96M – – –
VI
219
Vestcor Inc
New Brunswick, Canada
$4.93M -$87.1K -177 -2%
ASRS
220
Arizona State Retirement System
Arizona
$4.9M +$312K +634 +7%
Nomura Asset Management
221
Nomura Asset Management
Japan
$4.89M +$394K +800 +9%
FT
222
Fiduciary Trust
Massachusetts
$4.75M -$6.4K -13 -0.1%
LSERS
223
Louisiana State Employees Retirement System
Louisiana
$4.72M +$246K +500 +5%
QT
224
Quantbot Technologies
New York
$4.55M +$4.55M +9,259 New
SA
225
Sanctuary Advisors
Indiana
$4.49M +$59.4K +107 +1%
7 8
9
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