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Consolidated Water Co

138 hedge funds and large institutions have $244M invested in Consolidated Water Co in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

3% more funds holding

Funds holding: 134138 (+4)

2.49% more ownership

Funds ownership: 58.57%61.06% (+2.5%)

1% less capital invested

Capital invested by funds: $246M → $244M (-$2.22M)

5% less call options, than puts

Call options by funds: $358K | Put options by funds: $378K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
138
Holders Change
+4
Holders Change %
+2.99%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
49
Reduced
29
Closed
17
Calls
$358K
Puts
$378K
Net Calls
-$20K
Net Calls Change
-$260K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$32.4M +$997K +37,354 +3%
Morgan Stanley
2
Morgan Stanley
New York
$23.1M +$786K +29,447 +3%
AC
3
AltraVue Capital
Washington
$18.7M -$82.2K -3,080 -0.4%
TCMG
4
TSP Capital Management Group
New Jersey
$11.9M +$28K +1,050 +0.2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$10.7M +$544K +20,394 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$9.74M +$5.55K +208 +0.1%
KBC Group
7
KBC Group
Belgium
$8.95M
Vanguard Group
8
Vanguard Group
Pennsylvania
$8.94M +$576K +21,593 +6%
State Street
9
State Street
Massachusetts
$8.39M +$159K +5,976 +2%
First Manhattan
10
First Manhattan
New York
$8.22M
JP Morgan Chase
11
JP Morgan Chase
New York
$7.54M +$2.82M +105,711 +55%
Renaissance Technologies
12
Renaissance Technologies
New York
$7.35M +$647K +24,232 +9%
Legal & General Group
13
Legal & General Group
United Kingdom
$6.5M -$1.5M -56,125 -18%
Invesco
14
Invesco
Georgia
$5.68M -$2.75M -102,896 -31%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$4.85M
PCM
16
Penn Capital Management
Pennsylvania
$4.65M +$4.92M +184,257 New
CP
17
CenterBook Partners
Connecticut
$4.23M +$2.63M +98,409 +142%
LCM
18
Legato Capital Management
California
$3.77M
Northern Trust
19
Northern Trust
Illinois
$3.68M +$17.5K +655 +0.5%
PIP
20
Palisades Investment Partners
California
$2.94M +$187K +6,994 +6%
Goldman Sachs
21
Goldman Sachs
New York
$2.48M +$727K +27,229 +38%
FF
22
Farrow Financial
Vermont
$2.46M +$183K +6,874 +8%
BFM
23
Boothbay Fund Management
New York
$2.23M -$83.3K -3,120 -3%
HSA
24
Hussman Strategic Advisors
Maryland
$2.12M
Ameriprise
25
Ameriprise
Minnesota
$1.81M +$730K +27,366 +61%

CWCO Hedge Fund Activity: Q3 2024 in Review

138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Consolidated Water Co (CWCO) for Q3 2024, worth a combined $244M — down 0.9% from $246M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CWCO positions and 17 closed out — a net gain of 4 holders — while 49 added to existing stakes and 29 trimmed.

The largest buyer was Penn Capital Management, opening a new position worth an estimated $4.92M. The largest seller was Invesco, cutting an estimated $2.75M.

  • 138 institutional investors held Consolidated Water Co (CWCO) as of Q3 2024, up from 134 in Q2 2024.
  • Funds reported $244M of Consolidated Water Co stock for Q3 2024, down 0.9% quarter-over-quarter.
  • 21 funds opened new Consolidated Water Co positions in Q3 2024 and 17 closed out, a net change of +4 holders.
  • The largest Consolidated Water Co buyer in Q3 2024 was Penn Capital Management, an estimated $4.92M added.
  • The largest Consolidated Water Co seller in Q3 2024 was Invesco, an estimated $2.75M sold.

Based on aggregated 13F filings for Q3 2024.