Watsco Inc Class B
WSO.B
7 hedge funds and large institutions have $7.21M invested in Watsco Inc Class B in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
40% more funds holding
Funds holding: 5 → 7 (+2)
12% more capital invested
Capital invested by funds: $6.44M → $7.21M (+$774K)
0.04% more ownership
Funds ownership: 0.86% → 0.9% (+0.04%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBWIC
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
+$324K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$48.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$29.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $4.9M | -$29.2K | -203 | -0.6% |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $1.21M | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $558K | – | – | – |
|
|
SBWIC
4
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $347K | +$324K | +2,250 | New |
|
5
Morgan Stanley
New York
| $139K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $52K | +$48.2K | +335 | New |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $4K | – | – | – |
|
WSO.B Hedge Fund Activity: Q2 2017 in Review
7 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q2 2017, worth a combined $7.21M — up 12% from $6.44M 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 1 trimmed.
The largest buyer was Schaper Benz & Wise Investment Counsel, opening a new position worth an estimated $324K. The largest seller was Dimensional Fund Advisors, cutting an estimated $29.2K.
- 7 institutional investors held Watsco Inc Class B (WSO.B) as of Q2 2017, up from 5 in Q1 2017.
- Funds reported $7.21M of Watsco Inc Class B stock for Q2 2017, up 12% quarter-over-quarter.
- 2 funds opened new Watsco Inc Class B positions in Q2 2017 and 0 closed out, a net change of +2 holders.
- The largest Watsco Inc Class B buyer in Q2 2017 was Schaper Benz & Wise Investment Counsel, an estimated $324K added.
- The largest Watsco Inc Class B seller in Q2 2017 was Dimensional Fund Advisors, an estimated $29.2K sold.
Based on aggregated 13F filings for Q2 2017.