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WSO.B

Watsco Inc Class B
WSO.B

8 hedge funds and large institutions have $7.81M invested in Watsco Inc Class B in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $4.43M → $7.81M (+$3.38M)

0.12% more ownership

Funds ownership: 0.32% → 0.45% (+0.12%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

20% less funds holding

Funds holding: 10 → 8 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
8
Holders Change
-2
Holders Change %
-20%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
+$205K
2
FWP
FAS Wealth Partners
Kansas
+$2.61K

Top Sellers

Rank Fund Capital Flow
1
CIA
Compass Ion Advisors
Pennsylvania
-$671K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$267K
3
TRCT
Tower Research Capital (TRC)
New York
-$30.4K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.03K
5
UBS Group
UBS Group
Switzerland
-$1.97K

WSO.B Hedge Fund Activity: Q1 2023 in Review

8 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q1 2023, worth a combined $7.81M — up 76% from $4.43M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WSO.B and 2 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.

The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $205K. The largest seller was Compass Ion Advisors, exiting entirely with an estimated $671K sold.

  • 8 institutional investors held Watsco Inc Class B (WSO.B) as of Q1 2023, down from 10 in Q4 2022.
  • Funds reported $7.81M of Watsco Inc Class B stock for Q1 2023, up 76% quarter-over-quarter.
  • 2 funds opened new Watsco Inc Class B positions in Q1 2023 and 4 closed out, a net change of -2 holders.
  • The largest Watsco Inc Class B buyer in Q1 2023 was Beacon Pointe Advisors, an estimated $205K added.
  • The largest Watsco Inc Class B seller in Q1 2023 was Compass Ion Advisors, an estimated $671K sold.

Based on aggregated 13F filings for Q1 2023.