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WSO.B

Watsco Inc Class B
WSO.B

9 hedge funds and large institutions have $11M invested in Watsco Inc Class B in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% less ownership

Funds ownership: 0.48% → 0.43% (-0.05%)

5% less capital invested

Capital invested by funds: $11.5M → $11M (-$554K)

25% less funds holding

Funds holding: 12 → 9 (-3)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
9
Holders Change
-3
Holders Change %
-25%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$23.5K
2
FWP
FAS Wealth Partners
Kansas
+$3.04K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$859K
2
OQS
Occudo Quantitative Strategies
Florida
-$204K
3
CL
CSS LLC
Illinois
-$80.9K
4
BPA
Beacon Pointe Advisors
California
-$69.2K
5
Morgan Stanley
Morgan Stanley
New York
-$3.48K

WSO.B Hedge Fund Activity: Q2 2024 in Review

9 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q2 2024, worth a combined $11M — down 4.8% from $11.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of WSO.B and 0 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 2 added.

The largest buyer was Tower Research Capital (TRC), adding an estimated $23.5K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $859K sold.

  • 9 institutional investors held Watsco Inc Class B (WSO.B) as of Q2 2024, down from 12 in Q1 2024.
  • Funds reported $11M of Watsco Inc Class B stock for Q2 2024, down 4.8% quarter-over-quarter.
  • 0 funds opened new Watsco Inc Class B positions in Q2 2024 and 3 closed out, a net change of -3 holders.
  • The largest Watsco Inc Class B buyer in Q2 2024 was Tower Research Capital (TRC), an estimated $23.5K added.
  • The largest Watsco Inc Class B seller in Q2 2024 was Royal Bank of Canada, an estimated $859K sold.

Based on aggregated 13F filings for Q2 2024.