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WSO.B

Watsco Inc Class B
WSO.B

5 hedge funds and large institutions have $4.85M invested in Watsco Inc Class B in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 3 → 5 (+2)

13% more capital invested

Capital invested by funds: $4.3M → $4.85M (+$545K)

0.1% more ownership

Funds ownership: 0.97% → 1.07% (+0.1%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$123K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$20.1K
2
U
UBS
Switzerland
-$380
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$3.52M -$20.1K -212 -0.6%
GF
2
Gabelli Funds
New York
$756K – – –
CL
3
CSS LLC
Illinois
$355K +$349K +3,671 New
Morgan Stanley
4
Morgan Stanley
New York
$125K +$123K +1,300 New
U
5
UBS
Switzerland
$88K -$380 -4 -0.4%

WSO.B Hedge Fund Activity: Q4 2013 in Review

5 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q4 2013, worth a combined $4.85M — up 13% from $4.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new WSO.B positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $123K. The largest seller was Dimensional Fund Advisors, cutting an estimated $20.1K.

  • 5 institutional investors held Watsco Inc Class B (WSO.B) as of Q4 2013, up from 3 in Q3 2013.
  • Funds reported $4.85M of Watsco Inc Class B stock for Q4 2013, up 13% quarter-over-quarter.
  • 2 funds opened new Watsco Inc Class B positions in Q4 2013 and 0 closed out, a net change of +2 holders.
  • The largest Watsco Inc Class B buyer in Q4 2013 was Morgan Stanley, an estimated $123K added.
  • The largest Watsco Inc Class B seller in Q4 2013 was Dimensional Fund Advisors, an estimated $20.1K sold.

Based on aggregated 13F filings for Q4 2013.