Watsco Inc Class B
WSO.B
9 hedge funds and large institutions have $4.89M invested in Watsco Inc Class B in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
0.01% more ownership
Funds ownership: 0.55% → 0.56% (+0.01%)
9% less capital invested
Capital invested by funds: $5.38M → $4.89M (-$490K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
+$351K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$24K |
| 3 |
Renaissance Technologies
New York
|
+$16.5K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$149K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.16M | -$149K | -900 | -6% |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $1.23M | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $621K | – | – | – |
|
|
UB
4
UMB Bank
Kansas City,
Missouri
| $332K | +$351K | +2,125 | New |
|
|
5
Renaissance Technologies
New York
| $203K | +$16.5K | +100 | +8% |
|
6
Morgan Stanley
New York
| $141K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $111K | +$117K | +708 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $90K | +$24K | +145 | +34% |
|
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | +$1.49K | +9 | New |
|
WSO.B Hedge Fund Activity: Q1 2020 in Review
9 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q1 2020, worth a combined $4.89M — down 9.1% from $5.38M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WSO.B positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was UMB Bank, opening a new position worth an estimated $351K. The largest seller was Dimensional Fund Advisors, cutting an estimated $149K.
- 9 institutional investors held Watsco Inc Class B (WSO.B) as of Q1 2020, up from 7 in Q4 2019.
- Funds reported $4.89M of Watsco Inc Class B stock for Q1 2020, down 9.1% quarter-over-quarter.
- 3 funds opened new Watsco Inc Class B positions in Q1 2020 and 0 closed out, a net change of +3 holders.
- The largest Watsco Inc Class B buyer in Q1 2020 was UMB Bank, an estimated $351K added.
- The largest Watsco Inc Class B seller in Q1 2020 was Dimensional Fund Advisors, an estimated $149K sold.
Based on aggregated 13F filings for Q1 2020.