Stock Analysis

Watsco Inc CLB (WSO/B)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
20%

Smart Money Signals — WSO/B

Based on 7 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed this position than added to it. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams deciding to exit.
📊

High ownership — 70% of 3.0Y peak

70% of all-time peak
7 funds currently hold this stock — 70% of the 3.0-year high of 10 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 22% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold this stock compared to a year ago (-22% decline). When institutions consistently reduce exposure, it's worth asking what they know that retail investors don't.
🔴

Heavy selling pressure — only 20% buying

1 buying4 selling
Last quarter: 4 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~0 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 3 → 1 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 14% medium 14% new
5 out of 7 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
⚠️

Saturation — most institutions already know this story

0 → 0 → 3 → 1 → 0 new funds/Q
New funds entering each quarter: 0 → 3 → 1 → 0. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 14% 1-2yr 14% new
Of 7 current holders: 5 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% from top-100 AUM funds

43% from top-100 AUM funds
3 of 7 current holders are among the 100 largest hedge funds by AUM. When the biggest players own a stock, it reflects deep institutional conviction — large funds have the most resources for due diligence and the most at stake.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: WSO/B

How many hedge funds hold WSO/B — quarterly history vs. share price
Quarterly hedge fund ownership of WSO/B vs. share price

Market Analysis: WSO/B

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WSO/B

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Hedge Fund Positioning: WSO/B
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: WSO/B

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed