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Pure Cycle

97 hedge funds and large institutions have $115M invested in Pure Cycle in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $118M → $115M (-$2.99M)

1.59% less ownership

Funds ownership: 51.58%49.99% (-1.6%)

7% less funds holding

Funds holding: 10497 (-7)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
97
Holders Change
-7
Holders Change %
-6.73%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
30
Reduced
27
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$19.8M +$1.28M +135,985 +7%
BlackRock
2
BlackRock
New York
$12.6M +$378K +39,998 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.91M -$194K -20,565 -2%
SC
4
Sapient Capital
Indiana
$7.54M -$4.99K -528 -0.1%
ACH
5
ArrowMark Colorado Holdings
Colorado
$5.6M -$887K -93,983 -14%
KCM
6
Kennedy Capital Management
Missouri
$5.18M -$22.2K -2,347 -0.4%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$4.84M +$12.2K +1,288 +0.3%
HA
8
Heartland Advisors
Wisconsin
$4.78M
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$4.42M -$60.4K -6,398 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.41M +$182K +19,228 +4%
State Street
11
State Street
Massachusetts
$3.84M -$8.54K -904 -0.2%
EP
12
EPIQ Partners
Minnesota
$3.55M +$22.2K +2,350 +0.6%
BA
13
Bard Associates
Illinois
$3.53M +$8.07K +855 +0.2%
CRC
14
Curi RMB Capital
Illinois
$2.64M +$51.9K +5,500 +2%
MA
15
MYDA Advisors
New York
$2.17M -$1.05M -111,158 -33%
Morgan Stanley
16
Morgan Stanley
New York
$1.83M -$629K -66,635 -26%
Northern Trust
17
Northern Trust
Illinois
$1.68M -$31.9K -3,375 -2%
William Blair & Company
18
William Blair & Company
Illinois
$1.57M -$130K -13,800 -8%
Boston Partners
19
Boston Partners
Massachusetts
$1.34M -$70.2K -7,430 -5%
CS
20
Cannell & Spears
New York
$1.09M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$901K +$149K +15,759 +20%
N
22
Nuveen
North Carolina
$842K
Stifel Financial
23
Stifel Financial
Missouri
$601K -$93.7K -9,927 -14%
Charles Schwab
24
Charles Schwab
California
$531K
SO
25
STRS Ohio
Ohio
$513K +$35.9K +3,800 +8%

PCYO Hedge Fund Activity: Q2 2024 in Review

97 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pure Cycle (PCYO) for Q2 2024, worth a combined $115M — down 2.5% from $118M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PCYO and 9 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 30 added.

The largest buyer was Magnolia Group, adding an estimated $1.28M. The largest seller was Tealwood Asset Management, exiting entirely with an estimated $1.12M sold.

  • 97 institutional investors held Pure Cycle (PCYO) as of Q2 2024, down from 104 in Q1 2024.
  • Funds reported $115M of Pure Cycle stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 9 funds opened new Pure Cycle positions in Q2 2024 and 16 closed out, a net change of -7 holders.
  • The largest Pure Cycle buyer in Q2 2024 was Magnolia Group, an estimated $1.28M added.
  • The largest Pure Cycle seller in Q2 2024 was Tealwood Asset Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q2 2024.