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Consolidated Water Co

86 hedge funds and large institutions have $84.1M invested in Consolidated Water Co in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

24% more call options, than puts

Call options by funds: $229K | Put options by funds: $184K

9% more funds holding

Funds holding: 7986 (+7)

0% more capital invested

Capital invested by funds: $84M → $84.1M (+$9.55K)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
26
Closed
5
Calls
$229K
Puts
$184K
Net Calls
+$45K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
1
First Manhattan
New York
$8.45M -$27K -2,400 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$7.86M +$88K +7,827 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$6.9M -$40.2K -3,574 -0.6%
UIC
4
Uniplan Investment Counsel
Wisconsin
$5.12M +$15.8K +1,404 +0.3%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.66M +$657K +58,449 +18%
BFA
6
BlackRock Fund Advisors
California
$4.54M -$76.3K -6,787 -2%
First Trust Advisors
7
First Trust Advisors
Illinois
$3.2M -$185K -16,452 -6%
RS
8
Robeco Schweiz
Switzerland
$3.17M -$229K -20,331 -7%
Invesco
9
Invesco
Georgia
$2.69M -$76.8K -6,829 -3%
DADC
10
D.A. Davidson & Co
Montana
$2.27M +$82.2K +7,318 +4%
State Street
11
State Street
Massachusetts
$2.1M +$181K +16,122 +10%
ACM
12
Argent Capital Management
Missouri
$2.02M
RFC
13
Russell Frank Company
Washington
$1.92M -$1.22M -108,106 -41%
Northern Trust
14
Northern Trust
Illinois
$1.92M -$10K -892 -0.6%
Bank of America
15
Bank of America
North Carolina
$1.72M -$526K -46,821 -25%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$1.58M
RA
17
Rovida Advisors
Florida
$1.54M +$1.42M +126,552 New
BIT
18
BlackRock Institutional Trust
California
$1.3M +$14.5K +1,290 +1%
KBC Group
19
KBC Group
Belgium
$1.14M +$12.6K +1,120 +1%
GC
20
Guggenheim Capital
Illinois
$1.02M -$59.7K -5,309 -6%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$983K +$244K +21,679 +37%
NJBEST
22
New Jersey Better Educational Savings Trust
New Jersey
$876K
GCP
23
GSA Capital Partners
United Kingdom
$849K -$151K -13,400 -16%
TC
24
TFS Capital
Pennsylvania
$823K +$760K +67,632 New
TA
25
Teton Advisors
New York
$791K

CWCO Hedge Fund Activity: Q1 2016 in Review

86 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Consolidated Water Co (CWCO) for Q1 2016, worth a combined $84.1M — up 0.01% from $84M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CWCO positions and 5 closed out — a net gain of 7 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Rovida Advisors, opening a new position worth an estimated $1.42M. The largest seller was Commonwealth Bank of Australia, exiting entirely with an estimated $1.99M sold.

  • 86 institutional investors held Consolidated Water Co (CWCO) as of Q1 2016, up from 79 in Q4 2015.
  • Funds reported $84.1M of Consolidated Water Co stock for Q1 2016, up 0.01% quarter-over-quarter.
  • 12 funds opened new Consolidated Water Co positions in Q1 2016 and 5 closed out, a net change of +7 holders.
  • The largest Consolidated Water Co buyer in Q1 2016 was Rovida Advisors, an estimated $1.42M added.
  • The largest Consolidated Water Co seller in Q1 2016 was Commonwealth Bank of Australia, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2016.