Watsco Inc Class B
WSO.B
11 hedge funds and large institutions have $7.16M invested in Watsco Inc Class B in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
8% more capital invested
Capital invested by funds: $6.61M → $7.16M (+$552K)
0% more ownership
Funds ownership: 0.48% → 0.48% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$3.45K |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$2.59K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$288 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$18.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.71M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $2.02M | – | – | – |
|
|
CIA
3
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $699K | – | – | – |
|
|
FWP
4
FAS Wealth Partners
Leawood,
Kansas
| $551K | +$2.59K | +9 | +0.4% |
|
|
CL
5
CSS LLC
Chicago,
Illinois
| $466K | – | – | – |
|
|
UB
6
UMB Bank
Kansas City,
Missouri
| $292K | – | – | – |
|
7
Morgan Stanley
New York
| $233K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $182K | – | – | – |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $8K | +$288 | +1 | +3% |
|
|
10
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3K | +$3.45K | +12 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| $1K | -$18.7K | -65 | -93% |
|
WSO.B Hedge Fund Activity: Q3 2022 in Review
11 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q3 2022, worth a combined $7.16M — up 8.3% from $6.61M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WSO.B positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $3.45K. The largest seller was UBS Group, cutting an estimated $18.7K.
- 11 institutional investors held Watsco Inc Class B (WSO.B) as of Q3 2022, up from 10 in Q2 2022.
- Funds reported $7.16M of Watsco Inc Class B stock for Q3 2022, up 8.3% quarter-over-quarter.
- 1 fund opened new Watsco Inc Class B positions in Q3 2022 and 0 closed out, a net change of +1 holder.
- The largest Watsco Inc Class B buyer in Q3 2022 was Qube Research & Technologies (QRT), an estimated $3.45K added.
- The largest Watsco Inc Class B seller in Q3 2022 was UBS Group, an estimated $18.7K sold.
Based on aggregated 13F filings for Q3 2022.