Watsco Inc Class B
WSO.B
10 hedge funds and large institutions have $7.41M invested in Watsco Inc Class B in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
11% more funds holding
Funds holding: 9 → 10 (+1)
4% more capital invested
Capital invested by funds: $7.13M → $7.41M (+$279K)
0% less ownership
Funds ownership: 0.57% → 0.56% (-0%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$17.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$70.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.57M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $1.77M | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $926K | – | – | – |
|
|
UB
4
UMB Bank
Kansas City,
Missouri
| $717K | – | – | – |
|
|
CIA
5
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $614K | – | – | – |
|
6
Renaissance Technologies
New York
| $326K | – | – | – |
|
7
Morgan Stanley
New York
| $203K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $159K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $105K | -$70.2K | -305 | -39% |
|
|
10
Wells Fargo
San Francisco,
California
| $17K | +$17.3K | +75 | New |
|
WSO.B Hedge Fund Activity: Q4 2020 in Review
10 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q4 2020, worth a combined $7.41M — up 3.9% from $7.13M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WSO.B positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Wells Fargo, opening a new position worth an estimated $17.3K. The largest seller was UBS Group, cutting an estimated $70.2K.
- 10 institutional investors held Watsco Inc Class B (WSO.B) as of Q4 2020, up from 9 in Q3 2020.
- Funds reported $7.41M of Watsco Inc Class B stock for Q4 2020, up 3.9% quarter-over-quarter.
- 1 fund opened new Watsco Inc Class B positions in Q4 2020 and 0 closed out, a net change of +1 holder.
- The largest Watsco Inc Class B buyer in Q4 2020 was Wells Fargo, an estimated $17.3K added.
- The largest Watsco Inc Class B seller in Q4 2020 was UBS Group, an estimated $70.2K sold.
Based on aggregated 13F filings for Q4 2020.