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Watsco
WSO

Overview Fund Activity

769 hedge funds and large institutions have $16.6B invested in Watsco in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 321 reducing their positions, and 65 closing their positions.

Holders
769
Holders Change
+28
Holders Change %
+3.78%
% of All Funds
11.19%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
106
Increased
242
Reduced
321
Closed
65
Calls
$48.5M
Puts
$36.7M
Net Calls
+$11.8M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$288M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.52B
3
Citadel Advisors
3
Citadel Advisors
Florida
$133M
4
Swedbank
4
Swedbank
Sweden
$88.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$69.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$129M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$712M
3
Norges Bank
3
Norges Bank
Norway
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$243M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$63.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.74B 3,761,294 +96,607 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.61B 3,482,625 +70,731 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.52B 3,277,689 +229,521 +8%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$712M 1,536,756 -148,805 -9%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$658M 1,419,839 -38,531 -3%
Charles Schwab
6
Charles Schwab
California
$552M 1,190,781 -51,245 -4%
State Street
7
State Street
Massachusetts
$513M 1,107,916 -61,055 -5%
William Blair & Company
8
William Blair & Company
Illinois
$371M 801,152 +9,141 +1%
Capital World Investors
9
Capital World Investors
California
$342M 739,019 +1 +0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$297M 641,076 +39,847 +7%
Morgan Stanley
11
Morgan Stanley
New York
$288M 622,033 +335,818 +117%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$278M 599,233 -14,840 -2%
MG
13
Markel Group
Virginia
$265M 571,250 +5,000 +0.9%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$243M 523,949 -121,183 -19%
Wells Fargo
15
Wells Fargo
California
$226M 488,118 -33,389 -6%
Barclays
16
Barclays
United Kingdom
$213M 458,869 +102,085 +29%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$196M 422,216 -31,888 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$182M 393,032 +6,320 +2%
RJA
19
Raymond James & Associates
Florida
$166M 358,843 -7,896 -2%
BFM
20
Boston Financial Management
Massachusetts
$161M 346,824 -2,710 -0.8%
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$157M 339,152 -49,245 -13%
DC
22
Davenport & Co
Virginia
$151M 326,009 -54,179 -14%
Goldman Sachs
23
Goldman Sachs
New York
$147M 316,669 +81,766 +35%
HCM
24
Hamlin Capital Management
New York
$136M 292,894 -2,457 -0.8%
Citadel Advisors
25
Citadel Advisors
Florida
$133M 287,995 +193,055 +203%
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