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Consolidated Water Co

134 hedge funds and large institutions have $246M invested in Consolidated Water Co in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 28 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $450K | Put options by funds: $210K

89% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 28

2.33% more ownership

Funds ownership: 56.24%58.57% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 137134 (-3)

5% less capital invested

Capital invested by funds: $260M → $246M (-$13.6M)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
53
Reduced
28
Closed
27
Calls
$450K
Puts
$210K
Net Calls
+$240K
Net Calls Change
-$511K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$33.1M +$3.97M +151,885 +14%
Morgan Stanley
2
Morgan Stanley
New York
$23.5M +$477K +18,225 +2%
AC
3
AltraVue Capital
Washington
$19.8M +$2.56M +97,740 +15%
TCMG
4
TSP Capital Management Group
New Jersey
$12.5M -$554K -21,175 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$10.7M +$676K +25,833 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$10.3M -$624K -23,841 -6%
KBC Group
7
KBC Group
Belgium
$9.42M
Vanguard Group
8
Vanguard Group
Pennsylvania
$8.83M +$234K +8,933 +3%
Invesco
9
Invesco
Georgia
$8.71M +$2.73M +104,151 +46%
State Street
10
State Street
Massachusetts
$8.68M -$1.33M -50,634 -13%
First Manhattan
11
First Manhattan
New York
$8.65M -$210K -8,014 -2%
Legal & General Group
12
Legal & General Group
United Kingdom
$8.34M +$711K +27,163 +9%
Renaissance Technologies
13
Renaissance Technologies
New York
$7.09M -$933K -35,632 -12%
JP Morgan Chase
14
JP Morgan Chase
New York
$5.13M +$4.73M +180,574 +1,409%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$5.11M +$501K +19,134 +11%
LCM
16
Legato Capital Management
California
$3.97M +$553K +21,140 +16%
Northern Trust
17
Northern Trust
Illinois
$3.86M -$146K -5,578 -4%
PIP
18
Palisades Investment Partners
California
$2.91M +$2.87M +109,554 New
BFM
19
Boothbay Fund Management
New York
$2.43M +$2.4M +91,582 New
NA
20
Navellier & Associates
Nevada
$2.42M +$83.3K +3,184 +4%
FF
21
Farrow Financial
Vermont
$2.41M +$15.8K +602 +0.7%
HSA
22
Hussman Strategic Advisors
Maryland
$2.23M +$550K +21,000 +33%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.04M +$532K +20,315 +36%
Goldman Sachs
24
Goldman Sachs
New York
$1.89M +$1M +38,368 +116%
CP
25
CenterBook Partners
Connecticut
$1.84M +$1.16M +44,186 +175%

CWCO Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Consolidated Water Co (CWCO) for Q2 2024, worth a combined $246M — down 5.2% from $260M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CWCO and 24 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 53 added.

The largest buyer was JP Morgan Chase, adding an estimated $4.73M. The largest seller was Millennium Management, cutting an estimated $6.15M.

  • 134 institutional investors held Consolidated Water Co (CWCO) as of Q2 2024, down from 137 in Q1 2024.
  • Funds reported $246M of Consolidated Water Co stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 24 funds opened new Consolidated Water Co positions in Q2 2024 and 27 closed out, a net change of -3 holders.
  • The largest Consolidated Water Co buyer in Q2 2024 was JP Morgan Chase, an estimated $4.73M added.
  • The largest Consolidated Water Co seller in Q2 2024 was Millennium Management, an estimated $6.15M sold.

Based on aggregated 13F filings for Q2 2024.