Watsco Inc Class B
WSO.B
10 hedge funds and large institutions have $6.61M invested in Watsco Inc Class B in 2022 Q2 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding
Funds holding: 10 → 10 (0)
0% more ownership
Funds ownership: 0.47% → 0.48% (+0%)
22% less capital invested
Capital invested by funds: $8.44M → $6.61M (-$1.83M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.85K |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$2.07K |
| 3 |
Morgan Stanley
New York
|
+$259 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.85K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.04K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.51M | +$2.85K | +11 | +0.1% |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $1.86M | – | – | – |
|
|
CIA
3
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $645K | – | – | – |
|
|
FWP
4
FAS Wealth Partners
Leawood,
Kansas
| $507K | +$2.07K | +8 | +0.4% |
|
|
CL
5
CSS LLC
Chicago,
Illinois
| $432K | – | – | – |
|
|
UB
6
UMB Bank
Kansas City,
Missouri
| $251K | – | – | – |
|
|
7
Morgan Stanley
New York
| $215K | +$259 | +1 | +0.1% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $168K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $17K | -$1.04K | -4 | -5% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $7K | -$2.85K | -11 | -28% |
|
WSO.B Hedge Fund Activity: Q2 2022 in Review
10 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q2 2022, worth a combined $6.61M — down 22% from $8.44M a quarter earlier.
Fund positioning in WSO.B was balanced in Q2 2022: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $2.85K. The largest seller was Tower Research Capital (TRC), cutting an estimated $2.85K.
- 10 institutional investors held Watsco Inc Class B (WSO.B) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $6.61M of Watsco Inc Class B stock for Q2 2022, down 22% quarter-over-quarter.
- 0 funds opened new Watsco Inc Class B positions in Q2 2022 and 0 closed out.
- The largest Watsco Inc Class B buyer in Q2 2022 was Dimensional Fund Advisors, an estimated $2.85K added.
- The largest Watsco Inc Class B seller in Q2 2022 was Tower Research Capital (TRC), an estimated $2.85K sold.
Based on aggregated 13F filings for Q2 2022.