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Pure Cycle

102 hedge funds and large institutions have $104M invested in Pure Cycle in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

484% more call options, than puts

Call options by funds: $181K | Put options by funds: $31K

0.65% less ownership

Funds ownership: 46.69%46.04% (-0.65%)

6% less funds holding

Funds holding: 108102 (-6)

7% less capital invested

Capital invested by funds: $113M → $104M (-$8.32M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

31% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
102
Holders Change
-6
Holders Change %
-5.56%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
24
Reduced
35
Closed
18
Calls
$181K
Puts
$31K
Net Calls
+$150K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$9.81M -$304K -33,032 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.46M -$58.6K -6,361 -0.6%
ACH
3
ArrowMark Colorado Holdings
Colorado
$7.58M -$76.4K -8,285 -1%
MG
4
Magnolia Group
Nebraska
$7.47M +$7.28M +790,139 New
HA
5
Heartland Advisors
Wisconsin
$5.45M +$14.7K +1,600 +0.3%
KCM
6
Kennedy Capital Management
Missouri
$5.37M
MA
7
MYDA Advisors
New York
$5.37M -$2.12M -230,000 -29%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$4.86M -$90.6K -9,836 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$4.08M +$521K +56,586 +15%
EP
10
EPIQ Partners
Minnesota
$3.88M +$32.3K +3,510 +0.9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.5M +$108K +11,757 +3%
BA
12
Bard Associates
Illinois
$3.5M +$14.7K +1,600 +0.4%
State Street
13
State Street
Massachusetts
$3.47M +$85.1K +9,232 +3%
William Blair & Company
14
William Blair & Company
Illinois
$1.91M -$19.9K -2,160 -1%
Boston Partners
15
Boston Partners
Massachusetts
$1.87M -$97.9K -10,619 -5%
Morgan Stanley
16
Morgan Stanley
New York
$1.79M -$269K -29,202 -13%
CRC
17
Curi RMB Capital
Illinois
$1.66M -$9.22K -1,000 -0.6%
Northern Trust
18
Northern Trust
Illinois
$1.55M +$27.1K +2,939 +2%
Stifel Financial
19
Stifel Financial
Missouri
$1.25M -$281K -30,505 -19%
TAM
20
Tealwood Asset Management
Minnesota
$1.22M -$2.06K -224 -0.2%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$1.21M +$1.18M +127,581 New
CC
22
Cannell & Co
New York
$1.08M
Renaissance Technologies
23
Renaissance Technologies
New York
$902K +$677K +73,500 +336%
Citadel Advisors
24
Citadel Advisors
Florida
$892K +$221K +23,932 +34%
N
25
Nuveen
North Carolina
$828K -$5K -543 -0.6%

PCYO Hedge Fund Activity: Q1 2023 in Review

102 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pure Cycle (PCYO) for Q1 2023, worth a combined $104M — down 7.4% from $113M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PCYO and 15 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 24 added.

The largest buyer was Magnolia Group, opening a new position worth an estimated $7.28M. The largest seller was Millennium Management, cutting an estimated $2.16M.

  • 102 institutional investors held Pure Cycle (PCYO) as of Q1 2023, down from 108 in Q4 2022.
  • Funds reported $104M of Pure Cycle stock for Q1 2023, down 7.4% quarter-over-quarter.
  • 15 funds opened new Pure Cycle positions in Q1 2023 and 18 closed out, a net change of -3 holders.
  • The largest Pure Cycle buyer in Q1 2023 was Magnolia Group, an estimated $7.28M added.
  • The largest Pure Cycle seller in Q1 2023 was Millennium Management, an estimated $2.16M sold.

Based on aggregated 13F filings for Q1 2023.