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Watsco
WSO

Overview Fund Activity

778 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, 293 increasing their positions, 286 reducing their positions, and 67 closing their positions.

Holders
778
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.26%
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
293
Reduced
286
Closed
67
Calls
$56M
Puts
$70.1M
Net Calls
-$14.1M
Net Calls Change
-$25.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.78B
2
BEI
2
Benjamin Edwards Inc
Missouri
$52.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.75B
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$36.3M
5
WJWM
5
Williams Jones Wealth Management
New York
$62.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$27.5M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$607M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$56.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$8.48M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.86B 3,784,832 +23,538 +0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.78B 3,624,159 +346,470 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.75B 3,565,982 +83,357 +2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$761M 1,547,223 +10,467 +0.7%
Charles Schwab
5
Charles Schwab
California
$616M 1,252,822 +62,041 +5%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$607M 1,234,136 -185,703 -13%
State Street
7
State Street
Massachusetts
$577M 1,173,762 +65,846 +6%
William Blair & Company
8
William Blair & Company
Illinois
$386M 785,045 -16,107 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$346M 704,330 +63,254 +10%
Capital World Investors
10
Capital World Investors
California
$314M 639,019 -100,000 -14%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$294M 597,346 -1,887 -0.3%
Morgan Stanley
12
Morgan Stanley
New York
$292M 593,734 -28,299 -5%
MG
13
Markel Group
Virginia
$287M 582,500 +11,250 +2%
Wells Fargo
14
Wells Fargo
California
$233M 473,942 -14,176 -3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$228M 464,061 +41,845 +10%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$221M 450,211 -73,738 -14%
Barclays
17
Barclays
United Kingdom
$189M 384,412 -74,457 -16%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$184M 373,831 -19,201 -5%
RJA
19
Raymond James & Associates
Florida
$176M 358,228 -615 -0.2%
BFM
20
Boston Financial Management
Massachusetts
$168M 341,265 -5,559 -2%
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$162M 330,107 -9,045 -3%
HCM
22
Hamlin Capital Management
New York
$155M 314,543 +21,649 +7%
DC
23
Davenport & Co
Virginia
$152M 308,144 -17,865 -5%
Goldman Sachs
24
Goldman Sachs
New York
$140M 285,001 -31,668 -10%
Northern Trust
25
Northern Trust
Illinois
$131M 265,699 -5,926 -2%
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