Watsco Inc Class B
WSO.B
5 hedge funds and large institutions have $7.78M invested in Watsco Inc Class B in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 2 reducing their positions, and 2 closing their positions.
0.01% less ownership
Funds ownership: 0.83% → 0.82% (-0.01%)
2% less capital invested
Capital invested by funds: $7.95M → $7.78M (-$171K)
29% less funds holding
Funds holding: 7 → 5 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$52.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$39.4K |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$9K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $5.47M | -$52.5K | -300 | -1% |
|
|
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
| $92K | -$39.4K | -225 | -30% |
|
|
RWP
6
RWA Wealth Partners
Newton,
Massachusetts
| – | -$9K | -53 | Closed |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| – | -$5K | -27 | Closed |
|
WSO.B Hedge Fund Activity: Q3 2018 in Review
5 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q3 2018, worth a combined $7.78M — down 2.2% from $7.95M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WSO.B and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 0 added.
The largest seller was Dimensional Fund Advisors, cutting an estimated $52.5K.
- 5 institutional investors held Watsco Inc Class B (WSO.B) as of Q3 2018, down from 7 in Q2 2018.
- Funds reported $7.78M of Watsco Inc Class B stock for Q3 2018, down 2.2% quarter-over-quarter.
- 0 funds opened new Watsco Inc Class B positions in Q3 2018 and 2 closed out, a net change of -2 holders.
- The largest Watsco Inc Class B seller in Q3 2018 was Dimensional Fund Advisors, an estimated $52.5K sold.
Based on aggregated 13F filings for Q3 2018.