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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 %
PFSRSONJ
201
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.89M +$5.89M +12,422 New
US Bancorp
202
US Bancorp
Minnesota
$5.75M +$71.1K +150 +1%
GC
203
Guggenheim Capital
Illinois
$5.71M -$788K -1,662 -12%
Asset Management One
204
Asset Management One
Japan
$5.69M -$148K -309 -3%
NW
205
NewEdge Wealth
Pennsylvania
$5.61M +$174K +367 +3%
KK
206
KLP Kapitalforvaltning
Norway
$5.59M +$5.59M +11,800 New
VAS
207
Vestmark Advisory Solutions
Massachusetts
$5.52M +$182K +383 +3%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$5.51M +$219K +462 +4%
SWC
209
Spectrum Wealth Counsel
Indiana
$5.49M -$39.3K -83 -0.7%
EWM
210
Empirical Wealth Management
Washington
$5.46M +$566K +1,195 +12%
RAM
211
Resona Asset Management
Japan
$5.34M -$246K -518 -4%
Holocene Advisors
212
Holocene Advisors
New York
$5.3M +$3.36M +7,091 +173%
PCG
213
Prosperity Consulting Group
Maryland
$5.26M -$187K -394 -3%
BCM
214
Buckhead Capital Management
Georgia
$5.24M -$114K -240 -2%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$5.23M +$111K +238 +2%
AF
216
Alerus Financial
North Dakota
$5.06M -$76.3K -161 -1%
IIM
217
INTECH Investment Management
Florida
$5.05M +$2.27M +4,790 +82%
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$4.94M -$282K -595 -5%
Pathstone Holdings
219
Pathstone Holdings
New Jersey
$4.92M +$29.4K +62 +0.6%
AAM
220
Advisors Asset Management
Colorado
$4.89M -$838K -1,768 -15%
ASRS
221
Arizona State Retirement System
Arizona
$4.79M +$70.6K +149 +1%
MFG
222
Monte Financial Group
Connecticut
$4.72M -$572K -1,208 -11%
LSERS
223
Louisiana State Employees Retirement System
Louisiana
$4.6M +$47.4K +100 +1%
PCA
224
Prospect Capital Advisors
California
$4.57M -$974K -2,055 -18%
GVAG
225
Great Valley Advisor Group
Delaware
$4.56M +$393K +830 +9%
7 8
9
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