Watsco Inc Class B
WSO.B
7 hedge funds and large institutions have $5.22M invested in Watsco Inc Class B in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and closing their positions.
17% more funds holding
Funds holding: 6 → 7 (+1)
3% more capital invested
Capital invested by funds: $5.06M → $5.22M (+$157K)
0.02% less ownership
Funds ownership: 1.07% → 1.05% (-0.02%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$3.03K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$101 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $3.73M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $808K | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $375K | – | – | – |
|
|
U
4
UBS
Zurich,
Switzerland
| $142K | -$3.03K | -30 | -2% |
|
5
Morgan Stanley
New York
| $133K | – | – | – |
|
|
GSC
6
Ground Swell Capital
Folly Beach,
South Carolina
| $26K | +$25K | +248 | New |
|
|
7
Invesco
Atlanta,
Georgia
| $7K | -$101 | -1 | -1% |
|
WSO.B Hedge Fund Activity: Q2 2014 in Review
7 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q2 2014, worth a combined $5.22M — up 3.1% from $5.06M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WSO.B positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest seller was UBS, cutting an estimated $3.03K.
- 7 institutional investors held Watsco Inc Class B (WSO.B) as of Q2 2014, up from 6 in Q1 2014.
- Funds reported $5.22M of Watsco Inc Class B stock for Q2 2014, up 3.1% quarter-over-quarter.
- 1 fund opened new Watsco Inc Class B positions in Q2 2014 and 0 closed out, a net change of +1 holder.
- The largest Watsco Inc Class B seller in Q2 2014 was UBS, an estimated $3.03K sold.
Based on aggregated 13F filings for Q2 2014.