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Consolidated Water Co

95 hedge funds and large institutions have $201M invested in Consolidated Water Co in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25,000% more call options, than puts

Call options by funds: $251K | Put options by funds: $1K

94% more capital invested

Capital invested by funds: $104M → $201M (+$97.1M)

0.44% more ownership

Funds ownership: 53.63%54.07% (+0.44%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

3% less funds holding

Funds holding: 9895 (-3)

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

Holders
95
Holders Change
-3
Holders Change %
-3.06%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
35
Closed
8
Calls
$251K
Puts
$1K
Net Calls
+$250K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$966K -$1.27M -95,700 -59%
NSEDCP
27
NJ State Employees Deferred Compensation Plan
New Jersey
$955K +$13.3K +1,000 +2%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$947K -$117K -8,767 -12%
TA
29
Teton Advisors
New York
$941K
MCM
30
Manchester Capital Management
Vermont
$861K
Federated Hermes
31
Federated Hermes
Pennsylvania
$843K -$25.7K -1,931 -3%
N
32
Nuveen
North Carolina
$835K +$778K +58,515 New
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$810K
MERSOM
34
Municipal Employees' Retirement System of Michigan
Michigan
$769K +$327K +24,580 +84%
Deutsche Bank
35
Deutsche Bank
Germany
$750K -$171K -12,872 -20%
Charles Schwab
36
Charles Schwab
California
$666K +$247K +18,566 +66%
Wells Fargo
37
Wells Fargo
California
$626K -$111K -8,320 -16%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$575K +$15.8K +1,189 +3%
GC
39
Globeflex Capital
California
$574K -$731 -55 -0.1%
SO
40
STRS Ohio
Ohio
$571K -$73.1K -5,500 -12%
Goldman Sachs
41
Goldman Sachs
New York
$496K -$173K -13,013 -27%
Vanguard Group
42
Vanguard Group
Pennsylvania
$485K -$758 -57 -0.2%
GF
43
Gabelli Funds
New York
$476K
Two Sigma Advisers
44
Two Sigma Advisers
New York
$473K -$5.32K -400 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$428K
DA
46
Denali Advisors
California
$388K +$230K +17,300 +175%
OAM
47
Oxford Asset Management
United Kingdom
$377K -$50.3K -3,784 -13%
Millennium Management
48
Millennium Management
New York
$344K +$96.4K +7,252 +43%
SRAM
49
Stone Ridge Asset Management
New York
$341K +$5.32K +400 +2%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$317K

CWCO Hedge Fund Activity: Q2 2019 in Review

95 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Consolidated Water Co (CWCO) for Q2 2019, worth a combined $201M — up 94% from $104M a quarter earlier.

Fund positioning in CWCO was balanced in Q2 2019: 8 funds opened new positions, 8 closed out, 27 added to existing stakes and 35 trimmed.

The largest buyer was Putnam Investments, opening a new position worth an estimated $1.62M. The largest seller was Penn Capital Management, cutting an estimated $1.75M.

  • 95 institutional investors held Consolidated Water Co (CWCO) as of Q2 2019, down from 98 in Q1 2019.
  • Funds reported $201M of Consolidated Water Co stock for Q2 2019, up 94% quarter-over-quarter.
  • 8 funds opened new Consolidated Water Co positions in Q2 2019 and 8 closed out, a net change of 0 holders.
  • The largest Consolidated Water Co buyer in Q2 2019 was Putnam Investments, an estimated $1.62M added.
  • The largest Consolidated Water Co seller in Q2 2019 was Penn Capital Management, an estimated $1.75M sold.

Based on aggregated 13F filings for Q2 2019.