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Consolidated Water Co

98 hedge funds and large institutions have $104M invested in Consolidated Water Co in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $81.2M → $104M (+$22.5M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 9798 (+1)

0.5% less ownership

Funds ownership: 54.13%53.63% (-0.5%)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
27
Closed
7
Calls
$167K
Puts
Net Calls
+$167K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
1
Amundi Asset Management US
Massachusetts
$13.5M -$1.26M -97,900 -9%
BlackRock
2
BlackRock
New York
$10.4M -$379K -29,544 -4%
Morgan Stanley
3
Morgan Stanley
New York
$9.3M -$420K -32,722 -4%
First Manhattan
4
First Manhattan
New York
$8.84M -$650K -50,700 -7%
Renaissance Technologies
5
Renaissance Technologies
New York
$5.54M +$56K +4,369 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.36M +$357K +27,833 +7%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$4.59M
UIC
8
Uniplan Investment Counsel
Wisconsin
$3.13M -$565K -44,084 -15%
PCM
9
Penn Capital Management
Pennsylvania
$3.08M +$3.07M +239,259 New
State Street
10
State Street
Massachusetts
$2.71M +$56.9K +4,438 +2%
Ameriprise
11
Ameriprise
Minnesota
$2.57M -$58.7K -4,579 -2%
Northern Trust
12
Northern Trust
Illinois
$2.29M +$23.7K +1,845 +1%
LSV Asset Management
13
LSV Asset Management
Illinois
$2.1M
IA
14
Icon Advisers
Colorado
$2.01M +$522K +40,700 +35%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.58M -$160K -12,476 -9%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$1.56M
Russell Investments Group
17
Russell Investments Group
United Kingdom
$1.25M +$19.5K +1,517 +2%
DADC
18
D.A. Davidson & Co
Montana
$1.18M -$54.4K -4,243 -4%
Invesco
19
Invesco
Georgia
$1.18M +$5.9K +460 +0.5%
KBC Group
20
KBC Group
Belgium
$1.1M
Bank of America
21
Bank of America
North Carolina
$1.05M -$36.1K -2,818 -3%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$967K -$78.7K -6,138 -8%
NSEDCP
23
NJ State Employees Deferred Compensation Plan
New Jersey
$849K -$25.7K -2,000 -3%
TA
24
Teton Advisors
New York
$849K
Deutsche Bank
25
Deutsche Bank
Germany
$842K -$294K -22,954 -26%

CWCO Hedge Fund Activity: Q1 2019 in Review

98 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Consolidated Water Co (CWCO) for Q1 2019, worth a combined $104M — up 28% from $81.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CWCO positions and 7 closed out — a net gain of 1 holder — while 26 added to existing stakes and 27 trimmed.

The largest buyer was Penn Capital Management, opening a new position worth an estimated $3.07M. The largest seller was Northpointe Capital, exiting entirely with an estimated $1.69M sold.

  • 98 institutional investors held Consolidated Water Co (CWCO) as of Q1 2019, up from 97 in Q4 2018.
  • Funds reported $104M of Consolidated Water Co stock for Q1 2019, up 28% quarter-over-quarter.
  • 8 funds opened new Consolidated Water Co positions in Q1 2019 and 7 closed out, a net change of +1 holder.
  • The largest Consolidated Water Co buyer in Q1 2019 was Penn Capital Management, an estimated $3.07M added.
  • The largest Consolidated Water Co seller in Q1 2019 was Northpointe Capital, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2019.