We are live on ! Find out more
PCYO icon

Pure Cycle

104 hedge funds and large institutions have $118M invested in Pure Cycle in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

4% more funds holding

Funds holding: 100104 (+4)

0.98% less ownership

Funds ownership: 52.56%51.58% (-0.98%)

11% less capital invested

Capital invested by funds: $133M → $118M (-$14.6M)

36% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
23
Reduced
36
Closed
6
Calls
$2.08M
Puts
Net Calls
+$2.08M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$18.4M +$1.68M +170,223 +10%
BlackRock
2
BlackRock
New York
$12.1M -$360K -36,350 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.1M +$225K +22,748 +2%
SC
4
Sapient Capital
Indiana
$7.5M -$92.3K -9,330 -1%
ACH
5
ArrowMark Colorado Holdings
Colorado
$6.46M -$747K -75,526 -10%
KCM
6
Kennedy Capital Management
Missouri
$5.17M -$77.6K -7,840 -1%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$4.8M -$2.18K -220 -0%
HA
8
Heartland Advisors
Wisconsin
$4.75M
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$4.45M +$19.2K +1,944 +0.4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.2M +$345K +34,884 +9%
State Street
11
State Street
Massachusetts
$3.83M +$199K +20,097 +5%
EP
12
EPIQ Partners
Minnesota
$3.51M -$210K -21,250 -5%
BA
13
Bard Associates
Illinois
$3.51M -$13.3K -1,347 -0.4%
MA
14
MYDA Advisors
New York
$3.21M -$693K -70,053 -17%
CRC
15
Curi RMB Capital
Illinois
$2.57M +$49.5K +5,000 +2%
Morgan Stanley
16
Morgan Stanley
New York
$2.46M -$2.95M -298,131 -54%
Northern Trust
17
Northern Trust
Illinois
$1.71M -$8.78K -887 -0.5%
William Blair & Company
18
William Blair & Company
Illinois
$1.7M -$18.5K -1,870 -1%
Boston Partners
19
Boston Partners
Massachusetts
$1.4M -$67K -6,767 -4%
TAM
20
Tealwood Asset Management
Minnesota
$1.12M -$11K -1,115 -0.9%
CS
21
Cannell & Spears
New York
$1.08M +$1.13M +114,000 New
N
22
Nuveen
North Carolina
$838K
Bank of New York Mellon
23
Bank of New York Mellon
New York
$746K -$67.8K -6,848 -8%
Renaissance Technologies
24
Renaissance Technologies
New York
$732K +$452K +45,690 +146%
Stifel Financial
25
Stifel Financial
Missouri
$692K -$82.4K -8,326 -10%

PCYO Hedge Fund Activity: Q1 2024 in Review

104 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pure Cycle (PCYO) for Q1 2024, worth a combined $118M — down 11% from $133M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PCYO positions and 6 closed out — a net gain of 6 holders — while 23 added to existing stakes and 36 trimmed.

The largest buyer was Magnolia Group, adding an estimated $1.68M. The largest seller was Morgan Stanley, cutting an estimated $2.95M.

  • 104 institutional investors held Pure Cycle (PCYO) as of Q1 2024, up from 100 in Q4 2023.
  • Funds reported $118M of Pure Cycle stock for Q1 2024, down 11% quarter-over-quarter.
  • 12 funds opened new Pure Cycle positions in Q1 2024 and 6 closed out, a net change of +6 holders.
  • The largest Pure Cycle buyer in Q1 2024 was Magnolia Group, an estimated $1.68M added.
  • The largest Pure Cycle seller in Q1 2024 was Morgan Stanley, an estimated $2.95M sold.

Based on aggregated 13F filings for Q1 2024.