Watsco Inc Class B
WSO.B
13 hedge funds and large institutions have $13.1M invested in Watsco Inc Class B in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
30% more funds holding
Funds holding: 10 → 13 (+3)
11% more capital invested
Capital invested by funds: $11.8M → $13.1M (+$1.25M)
0.02% more ownership
Funds ownership: 0.43% → 0.45% (+0.02%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$511 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
-$64.4K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.02K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $5.5M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $4.21M | – | – | – |
|
|
FWP
3
FAS Wealth Partners
Leawood,
Kansas
| $1.02M | – | – | – |
|
|
CL
4
CSS LLC
Chicago,
Illinois
| $625K | -$64.4K | -126 | -9% |
|
|
UB
5
UMB Bank
Kansas City,
Missouri
| $568K | – | – | – |
|
|
CBT
6
Crews Bank & Trust
Wauchula,
Florida
| $331K | +$358K | +700 | New |
|
7
Morgan Stanley
New York
| $278K | – | – | – |
|
|
BPA
8
Beacon Pointe Advisors
Newport Beach,
California
| $261K | – | – | – |
|
9
Raymond James Financial
St Petersburg,
Florida
| $257K | +$279K | +545 | New |
|
|
CIAM
10
Caitong International Asset Management
Hong Kong
| $19.3K | +$18.4K | +36 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| $14.2K | -$1.02K | -2 | -6% |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $4.25K | +$511 | +1 | +13% |
|
13
BlackRock
New York
| $472 | – | – | – |
|
WSO.B Hedge Fund Activity: Q4 2024 in Review
13 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q4 2024, worth a combined $13.1M — up 11% from $11.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WSO.B positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $511. The largest seller was CSS LLC, cutting an estimated $64.4K.
- 13 institutional investors held Watsco Inc Class B (WSO.B) as of Q4 2024, up from 10 in Q3 2024.
- Funds reported $13.1M of Watsco Inc Class B stock for Q4 2024, up 11% quarter-over-quarter.
- 3 funds opened new Watsco Inc Class B positions in Q4 2024 and 0 closed out, a net change of +3 holders.
- The largest Watsco Inc Class B buyer in Q4 2024 was Tower Research Capital (TRC), an estimated $511 added.
- The largest Watsco Inc Class B seller in Q4 2024 was CSS LLC, an estimated $64.4K sold.
Based on aggregated 13F filings for Q4 2024.