We are live on ! Find out more
CWCO icon

Consolidated Water Co

86 hedge funds and large institutions have $120M invested in Consolidated Water Co in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $356K | Put options by funds: $173K

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $107M → $120M (+$13.7M)

2.03% less ownership

Funds ownership: 49.6%47.57% (-2%)

7% less funds holding

Funds holding: 9286 (-6)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
86
Holders Change
-6
Holders Change %
-6.52%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
27
Reduced
22
Closed
16
Calls
$356K
Puts
$173K
Net Calls
+$183K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.2M +$630K +42,359 +5%
Amundi
2
Amundi
France
$14.3M -$14.8K -993 -0.1%
TCMG
3
TSP Capital Management Group
New Jersey
$9.53M +$14.9K +1,000 +0.2%
HA
4
Heartland Advisors
Wisconsin
$7.39M
KBC Group
5
KBC Group
Belgium
$6.91M +$402K +27,010 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$6.3M -$16.6K -1,116 -0.3%
First Manhattan
7
First Manhattan
New York
$5.76M -$2.32M -155,730 -31%
Renaissance Technologies
8
Renaissance Technologies
New York
$4.67M -$103K -6,900 -2%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$3.91M -$1.03M -69,445 -23%
BlackRock
10
BlackRock
New York
$3.65M +$42.4K +2,853 +1%
UIC
11
Uniplan Investment Counsel
Wisconsin
$3.61M -$159K -10,699 -5%
Vanguard Group
12
Vanguard Group
Pennsylvania
$3.58M +$78.8K +5,300 +2%
State Street
13
State Street
Massachusetts
$3.23M +$51.6K +3,472 +2%
Millennium Management
14
Millennium Management
New York
$2.67M -$232K -15,589 -9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.25M
SAM
16
Storebrand Asset Management
Norway
$1.79M
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.75M +$569K +38,282 +56%
Jane Street
18
Jane Street
New York
$1.55M +$1.16M +77,865 +481%
BFM
19
Boothbay Fund Management
New York
$1.52M +$1.38M +92,472 New
RC
20
RBF Capital
California
$1.31M
Ameriprise
21
Ameriprise
Minnesota
$1.27M +$225K +15,122 +24%
NSEDCP
22
NJ State Employees Deferred Compensation Plan
New Jersey
$1.1M
TA
23
Teton Advisors
New York
$937K -$8.92K -600 -1%
Man Group
24
Man Group
United Kingdom
$895K -$611K -41,102 Closed
Citadel Advisors
25
Citadel Advisors
Florida
$878K +$55.8K +3,755 +8%

CWCO Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Consolidated Water Co (CWCO) for Q1 2023, worth a combined $120M — up 13% from $107M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CWCO and 11 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 27 added.

The largest buyer was Boothbay Fund Management, opening a new position worth an estimated $1.38M. The largest seller was Legal & General Group, exiting entirely with an estimated $2.92M sold.

  • 86 institutional investors held Consolidated Water Co (CWCO) as of Q1 2023, down from 92 in Q4 2022.
  • Funds reported $120M of Consolidated Water Co stock for Q1 2023, up 13% quarter-over-quarter.
  • 11 funds opened new Consolidated Water Co positions in Q1 2023 and 16 closed out, a net change of -5 holders.
  • The largest Consolidated Water Co buyer in Q1 2023 was Boothbay Fund Management, an estimated $1.38M added.
  • The largest Consolidated Water Co seller in Q1 2023 was Legal & General Group, an estimated $2.92M sold.

Based on aggregated 13F filings for Q1 2023.