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WSO.B

Watsco Inc Class B
WSO.B

6 hedge funds and large institutions have $4.05M invested in Watsco Inc Class B in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding

Funds holding: 5 → 6 (+1)

7% more capital invested

Capital invested by funds: $3.8M → $4.05M (+$255K)

0.01% more ownership

Funds ownership: 0.52% → 0.53% (+0.01%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Advisor Group
Arizona
+$103K
2
CL
CSS LLC
Illinois
+$43.5K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$11.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$2.08M – – –
GF
2
Gabelli Funds
New York
$1.12M – – –
CL
3
CSS LLC
Illinois
$573K +$43.5K +300 +8%
Morgan Stanley
4
Morgan Stanley
New York
$128K – – –
AG
5
Advisor Group
Arizona
$100K +$103K +708 New
UBS Group
6
UBS Group
Switzerland
$62K -$11.7K -81 -16%

WSO.B Hedge Fund Activity: Q1 2019 in Review

6 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q1 2019, worth a combined $4.05M — up 6.7% from $3.8M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new WSO.B positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Advisor Group, opening a new position worth an estimated $103K. The largest seller was UBS Group, cutting an estimated $11.7K.

  • 6 institutional investors held Watsco Inc Class B (WSO.B) as of Q1 2019, up from 5 in Q4 2018.
  • Funds reported $4.05M of Watsco Inc Class B stock for Q1 2019, up 6.7% quarter-over-quarter.
  • 1 fund opened new Watsco Inc Class B positions in Q1 2019 and 0 closed out, a net change of +1 holder.
  • The largest Watsco Inc Class B buyer in Q1 2019 was Advisor Group, an estimated $103K added.
  • The largest Watsco Inc Class B seller in Q1 2019 was UBS Group, an estimated $11.7K sold.

Based on aggregated 13F filings for Q1 2019.