Watsco Inc Class B
WSO.B
6 hedge funds and large institutions have $7.7M invested in Watsco Inc Class B in 2017 Q4 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 0 closing their positions.
5% more capital invested
Capital invested by funds: $7.32M → $7.7M (+$386K)
0.01% more ownership
Funds ownership: 0.86% → 0.87% (+0.01%)
0% more funds holding
Funds holding: 6 → 6 (0)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$32.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $5.46M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $1.34M | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $623K | – | – | – |
|
4
Morgan Stanley
New York
| $153K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $126K | -$32.3K | -193 | -21% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $5K | – | – | – |
|
WSO.B Hedge Fund Activity: Q4 2017 in Review
6 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q4 2017, worth a combined $7.7M — up 5.3% from $7.32M a quarter earlier.
Fund positioning in WSO.B was balanced in Q4 2017: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 1 trimmed.
The largest seller was UBS Group, cutting an estimated $32.3K.
- 6 institutional investors held Watsco Inc Class B (WSO.B) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $7.7M of Watsco Inc Class B stock for Q4 2017, up 5.3% quarter-over-quarter.
- 0 funds opened new Watsco Inc Class B positions in Q4 2017 and 0 closed out.
- The largest Watsco Inc Class B seller in Q4 2017 was UBS Group, an estimated $32.3K sold.
Based on aggregated 13F filings for Q4 2017.