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Watsco Inc Class B
WSO.B

9 hedge funds and large institutions have $9.02M invested in Watsco Inc Class B in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,835% more capital inflows, than outflows

Capital inflows: $262K | Capital outflows: $13.5K

13% more funds holding

Funds holding: 8 → 9 (+1)

0.01% more ownership

Funds ownership: 0.43% → 0.44% (+0.01%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Beacon Pointe Advisors
Beacon Pointe Advisors
California
+$259K
2
FAS Wealth Partners
FAS Wealth Partners
Kansas
+$2.92K

Top Sellers

Rank Fund Capital Flow
1
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
-$9.14K
2
Morgan Stanley
Morgan Stanley
New York
-$4.39K

WSO.B Hedge Fund Activity: Q3 2023 in Review

9 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q3 2023, worth a combined $9.02M — up 2.8% from $8.77M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new WSO.B positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $259K. The largest seller was Tower Research Capital (TRC), cutting an estimated $9.14K.

  • 9 institutional investors held Watsco Inc Class B (WSO.B) as of Q3 2023, up from 8 in Q2 2023.
  • Funds reported $9.02M of Watsco Inc Class B stock for Q3 2023, up 2.8% quarter-over-quarter.
  • 1 fund opened new Watsco Inc Class B positions in Q3 2023 and 0 closed out, a net change of +1 holder.
  • The largest Watsco Inc Class B buyer in Q3 2023 was Beacon Pointe Advisors, an estimated $259K added.
  • The largest Watsco Inc Class B seller in Q3 2023 was Tower Research Capital (TRC), an estimated $9.14K sold.

Based on aggregated 13F filings for Q3 2023.