Watsco Inc Class B
WSO.B
10 hedge funds and large institutions have $11.8M invested in Watsco Inc Class B in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 0 closing their positions.
11% more funds holding
Funds holding: 9 → 10 (+1)
8% more capital invested
Capital invested by funds: $11M → $11.8M (+$852K)
0% less ownership
Funds ownership: 0.43% → 0.43% (-0%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$15.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
-$42.2K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$29.3K |
| 3 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$20.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $5.09M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $3.9M | – | – | – |
|
|
FWP
3
FAS Wealth Partners
Leawood,
Kansas
| $1.06M | -$20.1K | -42 | -2% |
|
|
CL
4
CSS LLC
Chicago,
Illinois
| $703K | -$42.2K | -88 | -6% |
|
|
UB
5
UMB Bank
Kansas City,
Missouri
| $520K | – | – | – |
|
6
Morgan Stanley
New York
| $288K | – | – | – |
|
|
BPA
7
Beacon Pointe Advisors
Newport Beach,
California
| $270K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $15.7K | +$15.4K | +32 | New |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $3.91K | -$29.3K | -61 | -88% |
|
10
BlackRock
New York
| $489 | – | – | – |
|
WSO.B Hedge Fund Activity: Q3 2024 in Review
10 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q3 2024, worth a combined $11.8M — up 7.7% from $11M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WSO.B positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $15.4K. The largest seller was CSS LLC, cutting an estimated $42.2K.
- 10 institutional investors held Watsco Inc Class B (WSO.B) as of Q3 2024, up from 9 in Q2 2024.
- Funds reported $11.8M of Watsco Inc Class B stock for Q3 2024, up 7.7% quarter-over-quarter.
- 1 fund opened new Watsco Inc Class B positions in Q3 2024 and 0 closed out, a net change of +1 holder.
- The largest Watsco Inc Class B buyer in Q3 2024 was UBS Group, an estimated $15.4K added.
- The largest Watsco Inc Class B seller in Q3 2024 was CSS LLC, an estimated $42.2K sold.
Based on aggregated 13F filings for Q3 2024.