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Pure Cycle

100 hedge funds and large institutions have $133M invested in Pure Cycle in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,050% more call options, than puts

Call options by funds: $83K | Put options by funds: $2K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $109M → $133M (+$23.9M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

5.49% more ownership

Funds ownership: 47.07%52.56% (+5.5%)

1% more funds holding

Funds holding: 99100 (+1)

30% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 37

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
26
Reduced
37
Closed
8
Calls
$83K
Puts
$2K
Net Calls
+$81K
Net Calls Change
-$355K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$18.5M +$3.86M +388,339 +28%
BlackRock
2
BlackRock
New York
$13.7M +$533K +53,689 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.8M +$312K +31,397 +3%
SC
4
Sapient Capital
Indiana
$8.37M +$7.94M +799,006 New
ACH
5
ArrowMark Colorado Holdings
Colorado
$7.91M +$95.5K +9,610 +1%
Morgan Stanley
6
Morgan Stanley
New York
$5.83M +$3.59M +361,465 +185%
KCM
7
Kennedy Capital Management
Missouri
$5.78M -$151K -15,218 -3%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$5.29M -$806K -81,138 -14%
HA
9
Heartland Advisors
Wisconsin
$5.24M -$762K -76,750 -13%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$4.89M +$30.7K +3,090 +0.7%
MA
11
MYDA Advisors
New York
$4.28M -$662K -66,678 -14%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.26M +$183K +18,380 +5%
EP
13
EPIQ Partners
Minnesota
$4.09M -$118K -11,890 -3%
State Street
14
State Street
Massachusetts
$4.01M +$64.6K +6,507 +2%
BA
15
Bard Associates
Illinois
$3.88M -$4.22K -425 -0.1%
CRC
16
Curi RMB Capital
Illinois
$2.78M +$357K +35,934 +16%
Northern Trust
17
Northern Trust
Illinois
$1.89M +$99.3K +9,994 +6%
William Blair & Company
18
William Blair & Company
Illinois
$1.89M -$29.8K -3,000 -2%
Boston Partners
19
Boston Partners
Massachusetts
$1.62M -$79.1K -7,968 -5%
TAM
20
Tealwood Asset Management
Minnesota
$1.25M -$26.3K -2,650 -2%
CC
21
Cannell & Co
New York
$1.19M
N
22
Nuveen
North Carolina
$923K +$5.39K +543 +0.6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$894K -$22.4K -2,258 -3%
Stifel Financial
24
Stifel Financial
Missouri
$850K -$128K -12,900 -14%
CHAM
25
Clear Harbor Asset Management
Connecticut
$723K -$12.2K -1,225 -2%

PCYO Hedge Fund Activity: Q4 2023 in Review

100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pure Cycle (PCYO) for Q4 2023, worth a combined $133M — up 22% from $109M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PCYO positions and 8 closed out — a net gain of 1 holder — while 26 added to existing stakes and 37 trimmed.

The largest buyer was Magnolia Group, adding an estimated $3.86M. The largest seller was Loomis, Sayles & Company, cutting an estimated $806K.

  • 100 institutional investors held Pure Cycle (PCYO) as of Q4 2023, up from 99 in Q3 2023.
  • Funds reported $133M of Pure Cycle stock for Q4 2023, up 22% quarter-over-quarter.
  • 9 funds opened new Pure Cycle positions in Q4 2023 and 8 closed out, a net change of +1 holder.
  • The largest Pure Cycle buyer in Q4 2023 was Magnolia Group, an estimated $3.86M added.
  • The largest Pure Cycle seller in Q4 2023 was Loomis, Sayles & Company, an estimated $806K sold.

Based on aggregated 13F filings for Q4 2023.