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Pure Cycle

77 hedge funds and large institutions have $153M invested in Pure Cycle in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.84% less ownership

Funds ownership: 66.31%65.47% (-0.84%)

2% less capital invested

Capital invested by funds: $157M → $153M (-$3.29M)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

7% less funds holding

Funds holding: 8377 (-6)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
19
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
$129K +$129K +13,061 New
Bank of America
52
Bank of America
North Carolina
$124K -$70.1K -7,077 -36%
MPI
53
Mairs & Power Inc
Minnesota
$117K
AIG
54
American International Group
New York
$108K -$3.51K -354 -3%
PAM
55
Panagora Asset Management
Massachusetts
$69K -$90.2K -9,102 -57%
DBT
56
Dubuque Bank & Trust
Iowa
$48K
Barclays
57
Barclays
United Kingdom
$48K +$47.6K +4,806 +17,800%
Citigroup
58
Citigroup
New York
$44K +$2.83K +286 +7%
JP Morgan Chase
59
JP Morgan Chase
New York
$41K -$1.95K -197 -5%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$35.7K +$33.8K +3,414 +1,618%
Legal & General Group
61
Legal & General Group
United Kingdom
$29K +$4.97K +502 +21%
AIP
62
Ameritas Investment Partners
Nebraska
$15K
GRP
63
Global Retirement Partners
California
$15K
HCM
64
Highlander Capital Management
New Jersey
$15K
SBL
65
Sargent Bickham Lagudis
Colorado
$10K
WCM
66
WealthBridge Capital Management
Ohio
$10K
TRCT
67
Tower Research Capital (TRC)
New York
$9K -$12.1K -1,224 -58%
DWA
68
Dorsey Wright & Associates
California
$9K -$8.71K -879 -50%
NFG
69
Next Financial Group
Texas
$7K
NFH
70
NEXT Financial Holdings
Texas
$7K +$6.93K +700 New
APA
71
American Portfolios Advisors
New York
$6.96K -$73.5K -7,415 -91%
AG
72
Advisor Group
Arizona
$4K
UBS Group
73
UBS Group
Switzerland
$1K -$242K -24,435 -100%
PCP
74
Proficio Capital Partners
Massachusetts
$1K +$1.44K +145 New
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$283

PCYO Hedge Fund Activity: Q1 2019 in Review

77 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pure Cycle (PCYO) for Q1 2019, worth a combined $153M — down 2.1% from $157M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PCYO and 4 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 19 added.

The largest buyer was Kennedy Capital Management, adding an estimated $722K. The largest seller was BlackRock, cutting an estimated $666K.

  • 77 institutional investors held Pure Cycle (PCYO) as of Q1 2019, down from 83 in Q4 2018.
  • Funds reported $153M of Pure Cycle stock for Q1 2019, down 2.1% quarter-over-quarter.
  • 4 funds opened new Pure Cycle positions in Q1 2019 and 7 closed out, a net change of -3 holders.
  • The largest Pure Cycle buyer in Q1 2019 was Kennedy Capital Management, an estimated $722K added.
  • The largest Pure Cycle seller in Q1 2019 was BlackRock, an estimated $666K sold.

Based on aggregated 13F filings for Q1 2019.