Watsco Inc Class B
WSO.B
6 hedge funds and large institutions have $5.06M invested in Watsco Inc Class B in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and closing their positions.
20% more funds holding
Funds holding: 5 → 6 (+1)
4% more capital invested
Capital invested by funds: $4.85M → $5.06M (+$214K)
0.01% less ownership
Funds ownership: 1.07% → 1.07% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$48.2K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$6.84K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $3.63M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $785K | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $366K | – | – | – |
|
|
U
4
UBS
Zurich,
Switzerland
| $141K | +$48.2K | +500 | +55% |
|
5
Morgan Stanley
New York
| $130K | – | – | – |
|
|
6
Invesco
Atlanta,
Georgia
| $7K | +$6.84K | +71 | New |
|
WSO.B Hedge Fund Activity: Q1 2014 in Review
6 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q1 2014, worth a combined $5.06M — up 4.4% from $4.85M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WSO.B positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was UBS, adding an estimated $48.2K.
- 6 institutional investors held Watsco Inc Class B (WSO.B) as of Q1 2014, up from 5 in Q4 2013.
- Funds reported $5.06M of Watsco Inc Class B stock for Q1 2014, up 4.4% quarter-over-quarter.
- 1 fund opened new Watsco Inc Class B positions in Q1 2014 and 0 closed out, a net change of +1 holder.
- The largest Watsco Inc Class B buyer in Q1 2014 was UBS, an estimated $48.2K added.
Based on aggregated 13F filings for Q1 2014.