Watsco Inc Class B
WSO.B
7 hedge funds and large institutions have $5.69M invested in Watsco Inc Class B in 2015 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
17% more funds holding
Funds holding: 6 → 7 (+1)
0.02% less ownership
Funds ownership: 0.97% → 0.95% (-0.02%)
2% less capital invested
Capital invested by funds: $5.79M → $5.69M (-$107K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$15.8K |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$3.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$111K |
| 2 |
Citigroup
New York
|
-$495 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $4.12M | -$111K | -900 | -3% |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $921K | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $436K | – | – | – |
|
4
Morgan Stanley
New York
| $152K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $53K | +$15.8K | +128 | +39% |
|
|
MFS
6
MSI Financial Services
Springfield,
Massachusetts
| $3K | +$3.34K | +27 | New |
|
|
7
Citigroup
New York
| – | -$495 | -4 | -50% |
|
WSO.B Hedge Fund Activity: Q4 2015 in Review
7 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q4 2015, worth a combined $5.69M — down 1.8% from $5.79M 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 2 trimmed.
The largest buyer was UBS Group, adding an estimated $15.8K. The largest seller was Dimensional Fund Advisors, cutting an estimated $111K.
- 7 institutional investors held Watsco Inc Class B (WSO.B) as of Q4 2015, up from 6 in Q3 2015.
- Funds reported $5.69M of Watsco Inc Class B stock for Q4 2015, down 1.8% quarter-over-quarter.
- 1 fund opened new Watsco Inc Class B positions in Q4 2015 and 0 closed out, a net change of +1 holder.
- The largest Watsco Inc Class B buyer in Q4 2015 was UBS Group, an estimated $15.8K added.
- The largest Watsco Inc Class B seller in Q4 2015 was Dimensional Fund Advisors, an estimated $111K sold.
Based on aggregated 13F filings for Q4 2015.