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Watsco Inc Class B
WSO.B

8 hedge funds and large institutions have $4.98M invested in Watsco Inc Class B in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

0.05% less ownership

Funds ownership: 0.56% → 0.52% (-0.05%)

11% less funds holding

Funds holding: 9 → 8 (-1)

67% less capital inflows, than outflows

Capital inflows: $195K | Capital outflows: $595K

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
8
Holders Change
-1
Holders Change %
-11.11%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UMB Bank
UMB Bank
Missouri
+$179K
2
Renaissance Technologies
Renaissance Technologies
New York
+$16.8K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$594K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1K
3
UBS Group
UBS Group
Switzerland
-$168

WSO.B Hedge Fund Activity: Q2 2020 in Review

8 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q2 2020, worth a combined $4.98M — up 1.8% from $4.89M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of WSO.B and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.

The largest buyer was UMB Bank, adding an estimated $179K. The largest seller was Dimensional Fund Advisors, cutting an estimated $594K.

  • 8 institutional investors held Watsco Inc Class B (WSO.B) as of Q2 2020, down from 9 in Q1 2020.
  • Funds reported $4.98M of Watsco Inc Class B stock for Q2 2020, up 1.8% quarter-over-quarter.
  • 0 funds opened new Watsco Inc Class B positions in Q2 2020 and 1 closed out, a net change of -1 holder.
  • The largest Watsco Inc Class B buyer in Q2 2020 was UMB Bank, an estimated $179K added.
  • The largest Watsco Inc Class B seller in Q2 2020 was Dimensional Fund Advisors, an estimated $594K sold.

Based on aggregated 13F filings for Q2 2020.