Watsco Inc Class B
WSO.B
6 hedge funds and large institutions have $8.15M invested in Watsco Inc Class B in 2018 Q1 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
6% more capital invested
Capital invested by funds: $7.7M → $8.15M (+$443K)
0% more funds holding
Funds holding: 6 → 6 (0)
0.02% less ownership
Funds ownership: 0.87% → 0.85% (-0.02%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$52.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $5.76M | -$52.8K | -302 | -0.9% |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $1.42M | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $662K | – | – | – |
|
4
Morgan Stanley
New York
| $162K | – | – | – |
|
5
UBS Group
Zurich,
Switzerland
| $134K | – | – | – |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $5K | – | – | – |
|
WSO.B Hedge Fund Activity: Q1 2018 in Review
6 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q1 2018, worth a combined $8.15M — up 5.8% from $7.7M a quarter earlier.
Fund positioning in WSO.B was balanced in Q1 2018: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 1 trimmed.
The largest seller was Dimensional Fund Advisors, cutting an estimated $52.8K.
- 6 institutional investors held Watsco Inc Class B (WSO.B) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $8.15M of Watsco Inc Class B stock for Q1 2018, up 5.8% quarter-over-quarter.
- 0 funds opened new Watsco Inc Class B positions in Q1 2018 and 0 closed out.
- The largest Watsco Inc Class B seller in Q1 2018 was Dimensional Fund Advisors, an estimated $52.8K sold.
Based on aggregated 13F filings for Q1 2018.