Watsco Inc Class B
WSO.B
7 hedge funds and large institutions have $5.38M invested in Watsco Inc Class B in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 0 reducing their positions, and 0 closing their positions.
21% more capital invested
Capital invested by funds: $4.44M → $5.38M (+$943K)
17% more funds holding
Funds holding: 6 → 7 (+1)
0.01% less ownership
Funds ownership: 1.04% → 1.03% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$97 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $3.9M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $842K | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $393K | – | – | – |
|
4
Morgan Stanley
New York
| $139K | – | – | – |
|
5
UBS Group
Zurich,
Switzerland
| $97K | +$88K | +905 | New |
|
6
Invesco
Atlanta,
Georgia
| $7K | – | – | – |
|
|
7
Bank of America
Charlotte,
North Carolina
| – | +$97 | +1 | New |
|
WSO.B Hedge Fund Activity: Q4 2014 in Review
7 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q4 2014, worth a combined $5.38M — up 21% from $4.44M 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 0 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $97.
- 7 institutional investors held Watsco Inc Class B (WSO.B) as of Q4 2014, up from 6 in Q3 2014.
- Funds reported $5.38M of Watsco Inc Class B stock for Q4 2014, up 21% quarter-over-quarter.
- 2 funds opened new Watsco Inc Class B positions in Q4 2014 and 0 closed out, a net change of +2 holders.
- The largest Watsco Inc Class B buyer in Q4 2014 was Bank of America, an estimated $97 added.
Based on aggregated 13F filings for Q4 2014.