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Pure Cycle

47 hedge funds and large institutions have $60M invested in Pure Cycle in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

0% more funds holding

Funds holding: 4747 (0)

36% less capital invested

Capital invested by funds: $94.1M → $60M (-$34.1M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
7
Increased
16
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
26
Rothschild Investment LLC
Illinois
$142K -$57.7K -10,800 -23%
AGM
27
Alpine Global Management
New York
$130K -$85K -15,900 -33%
BAM
28
Barrett Asset Management
New York
$106K +$48.1K +9,000 +51%
Goldman Sachs
29
Goldman Sachs
New York
$95K -$71.6K -13,383 -36%
FAM
30
Fortaleza Asset Management
Illinois
$83K -$488K -91,225 -81%
Northern Trust
31
Northern Trust
Illinois
$81K
EEG
32
E.E. Geduld
$60K
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$59K
Millennium Management
34
Millennium Management
New York
$55K +$73.2K +13,689 New
MPI
35
Mairs & Power Inc
Minnesota
$47K
EWM
36
Evercore Wealth Management
New York
$42K
VKH
37
Virtu KCG Holdings
New York
$42K +$56.1K +10,484 New
BAM
38
Brave Asset Management
New Jersey
$40K +$33.1K +6,200 +163%
KBC Group
39
KBC Group
Belgium
$30K +$40.2K +7,514 New
BIM
40
BlackRock Investment Management
Delaware
$11K
Creative Planning
41
Creative Planning
Kansas
$9K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$9K +$11.7K +2,180 New
UBS Group
43
UBS Group
Switzerland
$2K +$3.2K +599 New
Citigroup
44
Citigroup
New York
$1K
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5 +$5.35K +1,000 +348%
PWAM
46
Park West Asset Management
California
-$3.14M -485,604 Closed
LTFS
47
Ladenburg Thalmann Financial Services
Florida
-$13K -2,000 Closed
TRCT
48
Tower Research Capital (TRC)
New York
-$5.09K -952 -83%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
-$4K -645 Closed
Ameriprise
50
Ameriprise
Minnesota
-$1K -130 Closed

PCYO Hedge Fund Activity: Q4 2014 in Review

47 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Pure Cycle (PCYO) for Q4 2014, worth a combined $60M — down 36% from $94.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PCYO positions and 5 closed out — a net gain of 2 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Trigran Investments, adding an estimated $2.14M. The largest seller was Park West Asset Management, exiting entirely with an estimated $3.14M sold.

  • 47 institutional investors held Pure Cycle (PCYO) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $60M of Pure Cycle stock for Q4 2014, down 36% quarter-over-quarter.
  • 7 funds opened new Pure Cycle positions in Q4 2014 and 5 closed out, a net change of +2 holders.
  • The largest Pure Cycle buyer in Q4 2014 was Trigran Investments, an estimated $2.14M added.
  • The largest Pure Cycle seller in Q4 2014 was Park West Asset Management, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2014.