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Global Water Resources

56 hedge funds and large institutions have $74.1M invested in Global Water Resources in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $66.7M → $74.1M (+$7.45M)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.6% less ownership

Funds ownership: 29.68%29.07% (-0.6%)

3% less funds holding

Funds holding: 5856 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
20
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
1
Handelsbanken Fonder
Sweden
$12.2M +$3.06M +259,107 +34%
BlackRock
2
BlackRock
New York
$7.64M +$432K +36,622 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.25M +$371K +31,393 +6%
WAM
4
Water Asset Management
New York
$4.82M -$573K -48,523 -11%
WA
5
Wasatch Advisors
Utah
$4.74M
CAM
6
Claret Asset Management
Quebec, Canada
$4.41M -$46.9K -3,977 -1%
Wells Fargo
7
Wells Fargo
California
$3.19M -$164K -13,901 -5%
HI
8
Handelsinvest Investeringsforvaltning
Denmark
$2.7M +$1.65M +140,000 +159%
Renaissance Technologies
9
Renaissance Technologies
New York
$2.69M +$29.1K +2,462 +1%
BA
10
Bard Associates
Illinois
$2.21M -$77.9K -6,600 -3%
KCM
11
Kennedy Capital Management
Missouri
$2.21M -$62.1K -5,263 -3%
State Street
12
State Street
Massachusetts
$2.18M +$36.6K +3,102 +2%
NSIM
13
North Star Investment Management
Illinois
$2.16M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.83M -$32K -2,711 -2%
Northern Trust
15
Northern Trust
Illinois
$1.45M +$135K +11,424 +10%
AAP
16
Ardsley Advisory Partners
Connecticut
$1.39M
RA
17
Royce & Associates
New York
$1.25M
BCM
18
Bridgeway Capital Management
Texas
$1.22M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.17M +$270K +22,883 +30%
PCM
20
Perritt Capital Management
Illinois
$810K -$107K -9,054 -12%
Bank of America
21
Bank of America
North Carolina
$765K +$336K +28,439 +79%
MCM
22
Manchester Capital Management
Vermont
$587K
N
23
Nuveen
North Carolina
$495K +$50.1K +4,249 +11%
GIP
24
Granite Investment Partners
California
$486K
Morgan Stanley
25
Morgan Stanley
New York
$424K +$183K +15,528 +76%

GWRS Hedge Fund Activity: Q3 2019 in Review

56 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Global Water Resources (GWRS) for Q3 2019, worth a combined $74.1M — up 11% from $66.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GWRS and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 20 added.

The largest buyer was Handelsbanken Fonder, adding an estimated $3.06M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $5.21M sold.

  • 56 institutional investors held Global Water Resources (GWRS) as of Q3 2019, down from 58 in Q2 2019.
  • Funds reported $74.1M of Global Water Resources stock for Q3 2019, up 11% quarter-over-quarter.
  • 4 funds opened new Global Water Resources positions in Q3 2019 and 6 closed out, a net change of -2 holders.
  • The largest Global Water Resources buyer in Q3 2019 was Handelsbanken Fonder, an estimated $3.06M added.
  • The largest Global Water Resources seller in Q3 2019 was Polar Asset Management Partners, an estimated $5.21M sold.

Based on aggregated 13F filings for Q3 2019.