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Consolidated Water Co

92 hedge funds and large institutions have $107M invested in Consolidated Water Co in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $471K | Put options by funds: $219K

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

5.43% more ownership

Funds ownership: 44.16%49.6% (+5.4%)

0% more funds holding

Funds holding: 9292 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

5% less capital invested

Capital invested by funds: $112M → $107M (-$5.94M)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
27
Reduced
23
Closed
21
Calls
$471K
Puts
$219K
Net Calls
+$252K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
76
Group One Trading
Illinois
$8.88K +$9.63K +600 New
FHA
77
First Horizon Advisors
Tennessee
$5.99K +$64 +4 +1%
CTC
78
Central Trust Company
Missouri
$5.92K
Dimensional Fund Advisors
79
Dimensional Fund Advisors
Texas
$5.69K +$399K +24,848 +7%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$5.11K +$16 +1 +0.3%
Zurich Cantonal Bank
81
Zurich Cantonal Bank
Switzerland
$4.28K +$4.64K +289 New
IA
82
IFP Advisors
Florida
$4K
ADL
83
Asset Dedication LLC
California
$3K
CA
84
CoreCap Advisors
Michigan
$2.6K +$2.82K +176 New
C
85
Covestor
United Kingdom
$2K
JWA
86
JFS Wealth Advisors
Pennsylvania
$1.9K
BAM
87
Belpointe Asset Management
Nevada
$1.44K +$1.56K +97 New
FFA
88
Farther Finance Advisors
California
$1.14K +$1.24K +77 New
SWM
89
Spire Wealth Management
Virginia
$1K
NA
90
NewEdge Advisors
Louisiana
$918 +$995 +62 New
AF
91
Allworth Financial
California
$148
HNB
92
Huntington National Bank
Ohio
$15
EI
93
EAM Investors
California
-$2.06M -133,717 Closed
QC
94
Quadrature Capital
United Kingdom
-$843K -54,714 Closed
VF
95
Virtu Financial
New York
-$395K -25,672 Closed
TI
96
Trexquant Investment
Connecticut
-$334K -21,691 Closed
SSA
97
Schonfeld Strategic Advisors
New York
-$260K -16,900 Closed
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
-$232K -15,054 Closed
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
-$228K -14,839 Closed
RJA
100
Raymond James & Associates
Florida
-$226K -14,674 Closed

CWCO Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Consolidated Water Co (CWCO) for Q4 2022, worth a combined $107M — down 5.3% from $112M a quarter earlier.

Fund positioning in CWCO was balanced in Q4 2022: 21 funds opened new positions, 21 closed out, 27 added to existing stakes and 23 trimmed.

The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $9.29M. The largest seller was EAM Investors, exiting entirely with an estimated $2.06M sold.

  • 92 institutional investors held Consolidated Water Co (CWCO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $107M of Consolidated Water Co stock for Q4 2022, down 5.3% quarter-over-quarter.
  • 21 funds opened new Consolidated Water Co positions in Q4 2022 and 21 closed out, a net change of 0 holders.
  • The largest Consolidated Water Co buyer in Q4 2022 was TSP Capital Management Group, an estimated $9.29M added.
  • The largest Consolidated Water Co seller in Q4 2022 was EAM Investors, an estimated $2.06M sold.

Based on aggregated 13F filings for Q4 2022.