Watsco Inc Class B
WSO.B
11 hedge funds and large institutions have $4.43M invested in Watsco Inc Class B in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
0.04% more ownership
Funds ownership: 0.48% → 0.51% (+0.04%)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
38% less capital invested
Capital invested by funds: $7.16M → $4.43M (-$2.73M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$285K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$24.2K |
| 3 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$2.36K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$788 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$182K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GF
1
Gabelli Funds
Rye,
New York
| $1.99M | – | – | – |
|
|
CIA
2
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $671K | – | – | – |
|
|
FWP
3
FAS Wealth Partners
Leawood,
Kansas
| $531K | +$2.36K | +9 | +0.4% |
|
|
CL
4
CSS LLC
Chicago,
Illinois
| $447K | – | – | – |
|
|
UB
5
UMB Bank
Kansas City,
Missouri
| $268K | – | – | – |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $267K | +$285K | +1,086 | New |
|
7
Morgan Stanley
New York
| $223K | – | – | – |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $30K | +$24.2K | +92 | +307% |
|
9
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3.03K | – | – | – |
|
10
Dimensional Fund Advisors
Austin,
Texas
| $2.6K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $1.97K | +$788 | +3 | +60% |
|
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | -$182K | -708 | Closed |
|
WSO.B Hedge Fund Activity: Q4 2022 in Review
11 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q4 2022, worth a combined $4.43M — down 38% from $7.16M a quarter earlier.
Fund positioning in WSO.B was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $285K. The largest seller was Osaic Holdings, exiting entirely with an estimated $182K sold.
- 11 institutional investors held Watsco Inc Class B (WSO.B) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $4.43M of Watsco Inc Class B stock for Q4 2022, down 38% quarter-over-quarter.
- 1 fund opened new Watsco Inc Class B positions in Q4 2022 and 1 closed out, a net change of 0 holders.
- The largest Watsco Inc Class B buyer in Q4 2022 was Susquehanna International Group, an estimated $285K added.
- The largest Watsco Inc Class B seller in Q4 2022 was Osaic Holdings, an estimated $182K sold.
Based on aggregated 13F filings for Q4 2022.