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Pure Cycle

82 hedge funds and large institutions have $182M invested in Pure Cycle in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more capital invested

Capital invested by funds: $151M → $182M (+$31.9M)

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

8% more funds holding

Funds holding: 7682 (+6)

0.22% more ownership

Funds ownership: 66.33%66.55% (+0.22%)

50% less call options, than puts

Call options by funds: $94K | Put options by funds: $189K

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
24
Reduced
21
Closed
3
Calls
$94K
Puts
$189K
Net Calls
-$95K
Net Calls Change
-$95K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
PAR Capital Management
Massachusetts
$69.1M
TI
2
Trigran Investments
Illinois
$20.5M -$2.04M -187,129 -10%
KCM
3
Kennedy Capital Management
Missouri
$11.8M +$6.49K +596 +0.1%
BlackRock
4
BlackRock
New York
$10.2M +$214K +19,641 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.14M +$351K +32,254 +4%
TAM
6
Tealwood Asset Management
Minnesota
$4.87M -$275K -25,279 -6%
RA
7
Royce & Associates
New York
$4.84M -$315K -28,916 -6%
Morgan Stanley
8
Morgan Stanley
New York
$4.5M -$264K -24,255 -6%
William Blair & Company
9
William Blair & Company
Illinois
$4.2M -$27.2K -2,500 -0.7%
Boston Partners
10
Boston Partners
Massachusetts
$4.08M -$50.4K -4,622 -1%
JMH
11
J.M. Hartwell
New York
$3.27M
State Street
12
State Street
Massachusetts
$2.92M +$98.3K +9,020 +4%
BA
13
Bard Associates
Illinois
$2.7M +$1.26M +115,630 +98%
CCM
14
Cadence Capital Management
Massachusetts
$2.58M -$101K -9,263 -4%
Northern Trust
15
Northern Trust
Illinois
$2.09M +$33K +3,025 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.75M +$99.3K +9,113 +6%
CRC
17
Curi RMB Capital
Illinois
$1.24M
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.22M +$182K +16,714 +19%
Wells Fargo
19
Wells Fargo
California
$1.12M +$22.9K +2,103 +2%
AI
20
Ariel Investments
Illinois
$1.04M +$606K +55,658 +162%
EAM
21
Eagle Asset Management
Florida
$1.03M +$970K +89,025 New
DWA
22
Douglass Winthrop Advisors
New York
$1.02M
EVC
23
Eidelman Virant Capital
Missouri
$992K -$76.3K -7,000 -8%
KBC Group
24
KBC Group
Belgium
$946K
CHAM
25
Clear Harbor Asset Management
Connecticut
$942K -$5.45K -500 -0.5%

PCYO Hedge Fund Activity: Q3 2018 in Review

82 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Pure Cycle (PCYO) for Q3 2018, worth a combined $182M — up 21% from $151M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PCYO positions and 3 closed out — a net gain of 6 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Bard Associates, adding an estimated $1.26M. The largest seller was Trigran Investments, cutting an estimated $2.04M.

  • 82 institutional investors held Pure Cycle (PCYO) as of Q3 2018, up from 76 in Q2 2018.
  • Funds reported $182M of Pure Cycle stock for Q3 2018, up 21% quarter-over-quarter.
  • 9 funds opened new Pure Cycle positions in Q3 2018 and 3 closed out, a net change of +6 holders.
  • The largest Pure Cycle buyer in Q3 2018 was Bard Associates, an estimated $1.26M added.
  • The largest Pure Cycle seller in Q3 2018 was Trigran Investments, an estimated $2.04M sold.

Based on aggregated 13F filings for Q3 2018.