Watsco Inc Class B
WSO.B
11 hedge funds and large institutions have $8.61M invested in Watsco Inc Class B in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
16% more capital invested
Capital invested by funds: $7.41M → $8.61M (+$1.21M)
10% more funds holding
Funds holding: 10 → 11 (+1)
0.01% more ownership
Funds ownership: 0.56% → 0.58% (+0.01%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$24.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.72M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $2.03M | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $1.01M | – | – | – |
|
|
UB
4
UMB Bank
Kansas City,
Missouri
| $820K | – | – | – |
|
|
CIA
5
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $702K | – | – | – |
|
|
6
Royal London Asset Management
United Kingdom
| $442K | +$427K | +1,731 | New |
|
|
7
Renaissance Technologies
New York
| $332K | -$24.7K | -100 | -7% |
|
8
Morgan Stanley
New York
| $232K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $182K | – | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $120K | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| $19K | – | – | – |
|
WSO.B Hedge Fund Activity: Q1 2021 in Review
11 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q1 2021, worth a combined $8.61M — up 16% from $7.41M 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 Royal London Asset Management, opening a new position worth an estimated $427K. The largest seller was Renaissance Technologies, cutting an estimated $24.7K.
- 11 institutional investors held Watsco Inc Class B (WSO.B) as of Q1 2021, up from 10 in Q4 2020.
- Funds reported $8.61M of Watsco Inc Class B stock for Q1 2021, up 16% quarter-over-quarter.
- 1 fund opened new Watsco Inc Class B positions in Q1 2021 and 0 closed out, a net change of +1 holder.
- The largest Watsco Inc Class B buyer in Q1 2021 was Royal London Asset Management, an estimated $427K added.
- The largest Watsco Inc Class B seller in Q1 2021 was Renaissance Technologies, an estimated $24.7K sold.
Based on aggregated 13F filings for Q1 2021.