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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$176M
2
Norges Bank
2
Norges Bank
Norway
$118M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$105M
4
Charles Schwab
4
Charles Schwab
California
$650M
5
Citadel Advisors
5
Citadel Advisors
Florida
$76.6M

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.77B 3,735,741 -49,091 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.71B 3,618,109 +52,127 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B 3,471,241 -152,918 -4%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$734M 1,549,850 +2,627 +0.2%
Charles Schwab
5
Charles Schwab
California
$650M 1,371,535 +118,713 +9%
State Street
6
State Street
Massachusetts
$579M 1,221,747 +47,985 +4%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$520M 1,098,081 -136,055 -11%
William Blair & Company
8
William Blair & Company
Illinois
$365M 770,936 -14,109 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$343M 725,186 +20,856 +3%
Capital World Investors
10
Capital World Investors
California
$303M 639,019 – –
Morgan Stanley
11
Morgan Stanley
New York
$289M 609,673 +15,939 +3%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$282M 595,982 -1,364 -0.2%
MG
13
Markel Group
Virginia
$280M 590,500 +8,000 +1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$226M 477,470 +13,409 +3%
Wells Fargo
15
Wells Fargo
California
$221M 466,710 -7,232 -2%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$200M 423 +12 +3%
Raymond James Financial
17
Raymond James Financial
Florida
$176M 371,723 +371,723 New
Wellington Management Group
18
Wellington Management Group
Massachusetts
$168M 353,849 -96,362 -21%
HCM
19
Hamlin Capital Management
New York
$164M 345,020 +30,477 +10%
BFM
20
Boston Financial Management
Massachusetts
$162M 342,412 +1,147 +0.3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$162M 342,077 -31,754 -8%
Northern Trust
22
Northern Trust
Illinois
$158M 333,348 +67,649 +25%
DC
23
Davenport & Co
Virginia
$155M 327,729 +19,585 +6%
Goldman Sachs
24
Goldman Sachs
New York
$136M 287,924 +2,923 +1%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$124M 262,437 -67,670 -20%
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