Watsco Inc Class B
WSO.B
9 hedge funds and large institutions have $7.13M invested in Watsco Inc Class B in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 0 closing their positions.
43% more capital invested
Capital invested by funds: $4.97M → $7.13M (+$2.15M)
13% more funds holding
Funds holding: 8 → 9 (+1)
0.05% more ownership
Funds ownership: 0.52% → 0.57% (+0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$620K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$45.5K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.38M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $1.81M | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $925K | – | – | – |
|
|
CIA
4
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $625K | +$620K | +2,727 | New |
|
|
UB
5
UMB Bank
Kansas City,
Missouri
| $524K | – | – | – |
|
6
Renaissance Technologies
New York
| $326K | – | – | – |
|
7
Morgan Stanley
New York
| $206K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $177K | +$45.5K | +200 | +35% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $162K | – | – | – |
|
WSO.B Hedge Fund Activity: Q3 2020 in Review
9 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q3 2020, worth a combined $7.13M — up 43% from $4.97M 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 0 trimmed.
The largest buyer was Compass Ion Advisors, opening a new position worth an estimated $620K.
- 9 institutional investors held Watsco Inc Class B (WSO.B) as of Q3 2020, up from 8 in Q2 2020.
- Funds reported $7.13M of Watsco Inc Class B stock for Q3 2020, up 43% quarter-over-quarter.
- 1 fund opened new Watsco Inc Class B positions in Q3 2020 and 0 closed out, a net change of +1 holder.
- The largest Watsco Inc Class B buyer in Q3 2020 was Compass Ion Advisors, an estimated $620K added.
Based on aggregated 13F filings for Q3 2020.