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Pure Cycle

45 hedge funds and large institutions have $75.2M invested in Pure Cycle in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

25% more capital invested

Capital invested by funds: $60M → $75.2M (+$15.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 4745 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $50K

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
13
Reduced
10
Closed
6
Calls
Puts
$50K
Net Calls
-$50K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
PAR Capital Management
Massachusetts
$30.2M
TI
2
Trigran Investments
Illinois
$12M +$259K +57,471 +2%
TAM
3
Tealwood Asset Management
Minnesota
$3.63M -$522K -115,625 -14%
RA
4
Royce & Associates
New York
$3.36M +$3.01M +667,099 New
SC
5
Sophrosyne Capital
New York
$3.18M -$815K -180,594 -22%
JHIU
6
Janus Henderson Investors US
Colorado
$2.52M +$210K +46,634 +10%
CCMLC
7
Cardinal Capital Management LLC (Connecticut)
Connecticut
$2.52M +$108K +23,950 +5%
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.26M +$46K +10,200 +2%
KFA
9
Kelleher Financial Advisors
New York
$2.11M +$48.7K +10,800 +3%
RFC
10
Russell Frank Company
Washington
$1.63M
SIM
11
Sentry Investment Management
Wisconsin
$1.22M
DBT
12
Dubuque Bank & Trust
Iowa
$1.07M -$3.67M -813,222 -79%
HCM
13
Hilton Capital Management
New York
$1M +$592K +131,190 +207%
JMH
14
J.M. Hartwell
New York
$952K
Morgan Stanley
15
Morgan Stanley
New York
$864K +$148K +32,788 +24%
CCM
16
Coe Capital Management
Illinois
$803K +$301K +66,749 +72%
KCM
17
Kennedy Capital Management
Missouri
$657K +$57K +12,637 +11%
CHAM
18
Clear Harbor Asset Management
Connecticut
$601K
BA
19
Bard Associates
Illinois
$551K -$4.51K -1,000 -0.9%
CRC
20
Curi RMB Capital
Illinois
$539K
DWA
21
Douglass Winthrop Advisors
New York
$473K +$424K +93,889 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$468K +$1.31K +291 +0.3%
US Bancorp
23
US Bancorp
Minnesota
$459K +$410K +91,000 +455,000%
EVC
24
Eidelman Virant Capital
Missouri
$445K +$45.1K +10,000 +13%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$372K

PCYO Hedge Fund Activity: Q1 2015 in Review

45 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Pure Cycle (PCYO) for Q1 2015, worth a combined $75.2M — up 25% from $60M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PCYO and 5 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 13 added.

The largest buyer was Royce & Associates, opening a new position worth an estimated $3.01M. The largest seller was Dubuque Bank & Trust, cutting an estimated $3.67M.

  • 45 institutional investors held Pure Cycle (PCYO) as of Q1 2015, down from 47 in Q4 2014.
  • Funds reported $75.2M of Pure Cycle stock for Q1 2015, up 25% quarter-over-quarter.
  • 5 funds opened new Pure Cycle positions in Q1 2015 and 6 closed out, a net change of -1 holder.
  • The largest Pure Cycle buyer in Q1 2015 was Royce & Associates, an estimated $3.01M added.
  • The largest Pure Cycle seller in Q1 2015 was Dubuque Bank & Trust, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2015.