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Watsco Inc
WSO

786 hedge funds and large institutions have $17.4B invested in Watsco Inc in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 296 increasing their positions, 290 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 65

1% more funds holding

Funds holding: 775 → 786 (+11)

4% more capital invested

Capital invested by funds: $16.7B → $17.4B (+$721M)

2% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 290

1.29% less ownership

Funds ownership: 103.58% → 102.29% (-1.3%)

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

20% less call options, than puts

Call options by funds: $56M | Put options by funds: $70.1M

Holders
786
Holders Change
+11
Holders Change %
+1.42%
% of All Funds
11.29%
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
296
Reduced
290
Closed
65
Calls
$56M
Puts
$70.1M
Net Calls
-$14.1M
Net Calls Change
-$25.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M
2
IAIM
International Assets Investment Management
Florida
+$112M
3
BEI
Benjamin Edwards Inc
Missouri
+$49.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$40.1M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$35.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$112M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$89.3M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$75.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$64.2M
5
Capital World Investors
Capital World Investors
California
-$48.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$1.86B +$11.3M +23,538 +0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.78B +$167M +346,470 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.75B +$40.1M +83,357 +2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$761M +$5.03M +10,467 +0.7%
Charles Schwab
5
Charles Schwab
California
$616M +$29.8M +62,041 +5%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$607M -$89.3M -185,703 -13%
State Street
7
State Street
Massachusetts
$577M +$31.6M +65,846 +6%
William Blair & Company
8
William Blair & Company
Illinois
$386M -$7.74M -16,107 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$346M +$30.4M +63,254 +10%
Capital World Investors
10
Capital World Investors
California
$314M -$48.1M -100,000 -14%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$294M -$907K -1,887 -0.3%
Morgan Stanley
12
Morgan Stanley
New York
$292M -$13.6M -28,299 -5%
MG
13
Markel Group
Virginia
$287M +$5.41M +11,250 +2%
Wells Fargo
14
Wells Fargo
California
$233M -$6.81M -14,176 -3%
JP Morgan Chase
15
JP Morgan Chase
New York
$228M +$20.1M +41,845 +10%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$221M -$35.4M -73,738 -14%
Barclays
17
Barclays
United Kingdom
$189M -$35.8M -74,457 -16%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$184M -$9.23M -19,201 -5%
RJA
19
Raymond James & Associates
Florida
$176M -$296K -615 -0.2%
BFM
20
Boston Financial Management
Massachusetts
$168M -$2.67M -5,559 -2%
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$162M -$4.35M -9,045 -3%
HCM
22
Hamlin Capital Management
New York
$155M +$10.4M +21,649 +7%
DC
23
Davenport & Co
Virginia
$152M -$8.59M -17,865 -5%
Goldman Sachs
24
Goldman Sachs
New York
$140M -$15.2M -31,668 -10%
Northern Trust
25
Northern Trust
Illinois
$131M -$2.85M -5,926 -2%
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WSO Hedge Fund Activity: Q3 2024 in Review

786 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc (WSO) for Q3 2024, worth a combined $17.4B — up 4.3% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WSO positions and 65 closed out — a net gain of 20 holders — while 296 added to existing stakes and 290 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $167M. The largest seller was Citadel Advisors, cutting an estimated $112M.

  • 786 institutional investors held Watsco Inc (WSO) as of Q3 2024, up from 775 in Q2 2024.
  • Funds reported $17.4B of Watsco Inc stock for Q3 2024, up 4.3% quarter-over-quarter.
  • 85 funds opened new Watsco Inc positions in Q3 2024 and 65 closed out, a net change of +20 holders.
  • The largest Watsco Inc buyer in Q3 2024 was Fidelity Investments, an estimated $167M added.
  • The largest Watsco Inc seller in Q3 2024 was Citadel Advisors, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2024.