Watsco Inc Class B
WSO.B
7 hedge funds and large institutions have $7.95M invested in Watsco Inc Class B in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
17% more funds holding
Funds holding: 6 → 7 (+1)
0.02% less ownership
Funds ownership: 0.85% → 0.83% (-0.02%)
2% less capital invested
Capital invested by funds: $8.15M → $7.95M (-$198K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$9.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$150K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $5.59M | -$150K | -827 | -3% |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $1.4M | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $653K | – | – | – |
|
4
Morgan Stanley
New York
| $160K | – | – | – |
|
5
UBS Group
Zurich,
Switzerland
| $132K | – | – | – |
|
|
RWP
6
RWA Wealth Partners
Newton,
Massachusetts
| $9K | +$9.6K | +53 | New |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $5K | – | – | – |
|
WSO.B Hedge Fund Activity: Q2 2018 in Review
7 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q2 2018, worth a combined $7.95M — down 2.4% from $8.15M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WSO.B positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $9.6K. The largest seller was Dimensional Fund Advisors, cutting an estimated $150K.
- 7 institutional investors held Watsco Inc Class B (WSO.B) as of Q2 2018, up from 6 in Q1 2018.
- Funds reported $7.95M of Watsco Inc Class B stock for Q2 2018, down 2.4% quarter-over-quarter.
- 1 fund opened new Watsco Inc Class B positions in Q2 2018 and 0 closed out, a net change of +1 holder.
- The largest Watsco Inc Class B buyer in Q2 2018 was RWA Wealth Partners, an estimated $9.6K added.
- The largest Watsco Inc Class B seller in Q2 2018 was Dimensional Fund Advisors, an estimated $150K sold.
Based on aggregated 13F filings for Q2 2018.