Watsco Inc Class B
WSO.B
8 hedge funds and large institutions have $4.97M 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.
2% more capital invested
Capital invested by funds: $4.89M → $4.97M (+$89K)
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)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
+$179K |
| 2 |
Renaissance Technologies
New York
|
+$16.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$594K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$168 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $1.83M | -$594K | -3,530 | -26% |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $1.29M | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $709K | – | – | – |
|
|
UB
4
UMB Bank
Kansas City,
Missouri
| $524K | +$179K | +1,062 | +50% |
|
|
5
Renaissance Technologies
New York
| $250K | +$16.8K | +100 | +8% |
|
6
Morgan Stanley
New York
| $148K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $116K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $102K | -$168 | -1 | -0.2% |
|
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1K | -9 | Closed |
|
WSO.B Hedge Fund Activity: Q2 2020 in Review
8 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q2 2020, worth a combined $4.97M — 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 $4.97M 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.