WSO icon

Watsco
WSO

Overview Fund Activity

722 hedge funds and large institutions have $15.4B invested in Watsco in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 248 increasing their positions, 260 reducing their positions, and 66 closing their positions.

Holders
722
Holders Change
+42
Holders Change %
+6.18%
% of All Funds
10.59%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
118
Increased
248
Reduced
260
Closed
66
Calls
$153M
Puts
$67.8M
Net Calls
+$85.1M
Net Calls Change
+$149M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$325M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$176M
3
AAMU
3
AEGON Asset Management (UK)
United Kingdom
$64.9M
4
CC
4
Cartenna Capital
Connecticut
$45.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$99M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$633M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$71.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$179M
5
Charles Schwab
5
Charles Schwab
California
$490M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.74B 4,052,023 -66,710 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.4B 3,265,589 +55,119 +2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$710M 1,655,950 +4 +0%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$633M 1,476,317 -404,781 -22%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$612M 1,428,523 +16,861 +1%
State Street
6
State Street
Massachusetts
$503M 1,174,659 +75,294 +7%
Charles Schwab
7
Charles Schwab
California
$490M 1,190,371 -119,830 -9%
Capital World Investors
8
Capital World Investors
California
$389M 908,300 – –
William Blair & Company
9
William Blair & Company
Illinois
$332M 775,524 +5,048 +0.7%
Morgan Stanley
10
Morgan Stanley
New York
$325M 758,858 +507,603 +202%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$273M 638,081 -7,951 -1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$272M 635,958 -12,704 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$266M 622,803 +22,734 +4%
MG
14
Markel Group
Virginia
$239M 556,750 +11,000 +2%
Wells Fargo
15
Wells Fargo
California
$230M 535,960 -7,994 -1%
Mitsubishi UFJ Trust & Banking
16
Mitsubishi UFJ Trust & Banking
Japan
$191M 445,324 -54,276 -11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$179M 418,718 -134,660 -24%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$176M 409,750 +297,328 +264%
Barclays
19
Barclays
United Kingdom
$172M 400,291 +49,103 +14%
DC
20
Davenport & Co
Virginia
$164M 382,366 -61,421 -14%
Invesco
21
Invesco
Georgia
$159M 371,641 +71,582 +24%
RJA
22
Raymond James & Associates
Florida
$154M 360,303 -52,161 -13%
BFM
23
Boston Financial Management
Massachusetts
$149M 347,945 -5,798 -2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$146M 340,023 +15,552 +5%
First Trust Advisors
25
First Trust Advisors
Illinois
$133M 310,787 +5,949 +2%
1
2 3 4 5