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WSO - Watsco Inc Stock Price, Fair Value and News
477.62
USD
+7.10
(+1.51%)
Market Closed
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WSO
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Funds-Owners-Holders
Which funds bought or sold WSO recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-17
Plato Investment Management Ltd
NEW
Premium
Premium
Premium
Premium
955
2024-05-16
FSA Wealth Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
37.00
2024-05-16
2Xideas AG
REDUCED
Premium
Premium
Premium
Premium
24,845
2024-05-16
LBP AM SA
NEW
Premium
Premium
Premium
Premium
2,198
2024-05-16
Global Financial Private Client, LLC
UNCHANGED
Premium
Premium
Premium
Premium
47.00
2024-05-16
COMERICA BANK
REDUCED
Premium
Premium
Premium
Premium
33,430
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
ADDED
Premium
Premium
Premium
Premium
53,064
2024-05-16
Ancora Advisors LLC
UNCHANGED
Premium
Premium
Premium
Premium
21.00
2024-05-16
B. Riley Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
3,321
2024-05-16
Motley Fool Asset Management LLC
REDUCED
Premium
Premium
Premium
Premium
80,288
2024-05-16
Colony Group, LLC
NEW
Premium
Premium
Premium
Premium
2,247
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
4,841
2024-05-16
Tidal Investments LLC
NEW
Premium
Premium
Premium
Premium
496
2024-05-16
Arete Wealth Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Cetera Investment Advisers
REDUCED
Premium
Premium
Premium
Premium
874
2024-05-15
Numerai GP LLC
NEW
Premium
Premium
Premium
Premium
701
2024-05-15
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
ADDED
Premium
Premium
Premium
Premium
27,000
2024-05-15
AE Wealth Management LLC
REDUCED
Premium
Premium
Premium
Premium
36,152
2024-05-15
Holocene Advisors, LP
ADDED
Premium
Premium
Premium
Premium
27,100
2024-05-15
Steward Partners Investment Advisory, LLC
ADDED
Premium
Premium
Premium
Premium
1,903
2024-05-15
Blueshift Asset Management, LLC
ADDED
Premium
Premium
Premium
Premium
1,321
2024-05-15
Prime Capital Investment Advisors, LLC
NEW
Premium
Premium
Premium
Premium
2,691
2024-05-15
Vestmark Advisory Solutions, Inc.
ADDED
Premium
Premium
Premium
Premium
10,371
2024-05-15
Integrated Wealth Concepts LLC
ADDED
Premium
Premium
Premium
Premium
1,628
2024-05-15
WORLDQUANT MILLENNIUM ADVISORS LLC
ADDED
Premium
Premium
Premium
Premium
47,745
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1–25 of 871
Which funds are the top buyers of WSO?
Fund Name
# Shares
$ Value
% Port.
BlackRock Inc.
3,664,690
1,583,030,000
0.04%
VANGUARD GROUP INC
3,411,890
1,473,840,000
0.03%
FMR LLC
3,048,170
1,316,720,000
0.09%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
1,685,560
728,112,000
1.69%
BAILLIE GIFFORD & CO
1,458,370
629,972,000
0.49%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
1,242,030
522,352,000
0.12%
STATE STREET CORP
1,168,970
504,960,000
0.02%
BLAIR WILLIAM & CO/IL
792,011
342,125,000
1.07%
Capital World Investors
739,018
319,234,000
0.05%
WELLINGTON MANAGEMENT GROUP LLP
645,132
278,678,000
0.05%
Rows per page:
10
1–10 of 98
Which funds have put a big percent of portfolio in WSO?
Fund Name
$ Value
% Port.
CALEDONIA INVESTMENTS PLC
97,247,000
12.55%
Patrick Mauro Investment Advisor, INC.
12,704,800
7.22%
Crown Oak Advisors, LLC
9,145,780
5.04%
BOSTON FINANCIAL MANGEMENT LLC
150,988,000
4.80%
Hamlin Capital Management, LLC
127,583,000
3.77%
Kensington Investment Counsel, LLC
7,318,000
3.34%
GRACE & WHITE INC /NY
18,412,700
3.32%
Pembroke Management, LTD
28,199,000
3.32%
HOWLAND CAPITAL MANAGEMENT LLC
58,632,200
2.83%
LaFleur & Godfrey LLC
18,786,600
2.78%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold WSO
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Swedbank AB
90,714,000
Vantage Investment Partners, LLC
12,933,000
Andra AP-fonden
7,473,080
Amalgamated Financial Corp.
7,234,000
Rockefeller Capital Management L.P.
5,813,980
Prosperity Consulting Group, LLC
5,399,190
Mirae Asset Global Investments Co., Ltd.
5,369,820
EA Series Trust
4,621,510
Additions
Fund Name
% Increased
Impact Partnership Wealth, LLC
3,700
Quantbot Technologies LP
2,473
WORLDQUANT MILLENNIUM ADVISORS LLC
2,097
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
1,700
HSBC HOLDINGS PLC
523
HRT FINANCIAL LP
433
McIlrath & Eck, LLC
280
Woodline Partners LP
240
Reductions
Fund Name
% Reduced
Balyasny Asset Management L.P.
-99.4
Walleye Capital LLC
-98.45
AdvisorNet Financial, Inc
-97.69
MILLENNIUM MANAGEMENT LLC
-97.49
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
-96.04
WOLVERINE TRADING, LLC
-96.00
1834 INVESTMENT ADVISORS CO
-94.78
JANE STREET GROUP, LLC
-93.77
Sold off
Fund Name
$ Sold
NORGES BANK
-102,958,000
Cartenna Capital, LP
-45,546,400
LORD, ABBETT & CO. LLC
-26,456,000
Driehaus Capital Management LLC
-23,984,500
Kodai Capital Management LP
-17,924,600
BOOTHBAY FUND MANAGEMENT, LLC
-9,363,780
Buck Wealth Strategies, LLC
-7,051,540
Weiss Multi-Strategy Advisers LLC
-5,864,000