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.
13% more funds holding
Funds holding: 8 → 9 (+1)
3% more capital invested
Capital invested by funds: $8.77M → $9.02M (+$245K)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$259K |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$2.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$9.14K |
| 2 |
Morgan Stanley
New York
|
-$4.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $3.74M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $2.87M | – | – | – |
|
|
FWP
3
FAS Wealth Partners
Leawood,
Kansas
| $820K | +$2.92K | +8 | +0.4% |
|
|
CL
4
CSS LLC
Chicago,
Illinois
| $669K | – | – | – |
|
|
UB
5
UMB Bank
Kansas City,
Missouri
| $387K | – | – | – |
|
|
BPA
6
Beacon Pointe Advisors
Newport Beach,
California
| $266K | +$259K | +708 | New |
|
|
7
Morgan Stanley
New York
| $224K | -$4.39K | -12 | -2% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $41K | -$9.14K | -25 | -19% |
|
9
BlackRock
New York
| $376 | – | – | – |
|
WSO.B Hedge Fund Activity: Q3 2023 in Review
9 of the 6,301 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.