Watsco Inc Class B
WSO.B
6 hedge funds and large institutions have $6.24M invested in Watsco Inc Class B in 2016 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
10% more capital invested
Capital invested by funds: $5.69M → $6.24M (+$555K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.01% less ownership
Funds ownership: 0.95% → 0.94% (-0.01%)
14% less funds holding
Funds holding: 7 → 6 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$60.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $4.46M | -$60.2K | -505 | -1% |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $1.06M | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $480K | – | – | – |
|
4
Morgan Stanley
New York
| $175K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $64K | +$2.15K | +18 | +4% |
|
|
MFS
6
MSI Financial Services
Springfield,
Massachusetts
| $4K | – | – | – |
|
WSO.B Hedge Fund Activity: Q1 2016 in Review
6 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q1 2016, worth a combined $6.24M — up 9.8% from $5.69M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of WSO.B and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was UBS Group, adding an estimated $2.15K. The largest seller was Dimensional Fund Advisors, cutting an estimated $60.2K.
- 6 institutional investors held Watsco Inc Class B (WSO.B) as of Q1 2016, down from 7 in Q4 2015.
- Funds reported $6.24M of Watsco Inc Class B stock for Q1 2016, up 9.8% quarter-over-quarter.
- 0 funds opened new Watsco Inc Class B positions in Q1 2016 and 1 closed out, a net change of -1 holder.
- The largest Watsco Inc Class B buyer in Q1 2016 was UBS Group, an estimated $2.15K added.
- The largest Watsco Inc Class B seller in Q1 2016 was Dimensional Fund Advisors, an estimated $60.2K sold.
Based on aggregated 13F filings for Q1 2016.