Watsco Inc Class B
WSO.B
11 hedge funds and large institutions have $11.3M invested in Watsco Inc Class B in 2023 Q4 according to their latest regulatory filings, with 2 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
25% more capital invested
Capital invested by funds: $9.02M → $11.3M (+$2.24M)
22% more funds holding
Funds holding: 9 → 11 (+2)
0.04% more ownership
Funds ownership: 0.44% → 0.48% (+0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NG
Norden Group
Provo,
Utah
|
+$599K |
| 2 |
Morgan Stanley
New York
|
+$238K |
| 3 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$3.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$400 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$32.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $4.34M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $3.32M | – | – | – |
|
|
FWP
3
FAS Wealth Partners
Leawood,
Kansas
| $935K | +$3.2K | +8 | +0.4% |
|
|
CL
4
CSS LLC
Chicago,
Illinois
| $748K | – | – | – |
|
|
NG
5
Norden Group
Provo,
Utah
| $642K | +$599K | +1,499 | New |
|
|
6
Morgan Stanley
New York
| $508K | +$238K | +595 | +100% |
|
|
UB
7
UMB Bank
Kansas City,
Missouri
| $448K | – | – | – |
|
|
BPA
8
Beacon Pointe Advisors
Newport Beach,
California
| $302K | – | – | – |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $11.9K | -$32.4K | -81 | -74% |
|
10
BlackRock
New York
| $427 | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $427 | +$400 | +1 | New |
|
WSO.B Hedge Fund Activity: Q4 2023 in Review
11 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q4 2023, worth a combined $11.3M — up 25% from $9.02M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WSO.B positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Norden Group, opening a new position worth an estimated $599K. The largest seller was Tower Research Capital (TRC), cutting an estimated $32.4K.
- 11 institutional investors held Watsco Inc Class B (WSO.B) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $11.3M of Watsco Inc Class B stock for Q4 2023, up 25% quarter-over-quarter.
- 2 funds opened new Watsco Inc Class B positions in Q4 2023 and 0 closed out, a net change of +2 holders.
- The largest Watsco Inc Class B buyer in Q4 2023 was Norden Group, an estimated $599K added.
- The largest Watsco Inc Class B seller in Q4 2023 was Tower Research Capital (TRC), an estimated $32.4K sold.
Based on aggregated 13F filings for Q4 2023.