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Select Water Solutions

152 hedge funds and large institutions have $571M invested in Select Water Solutions in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 6

44% more capital invested

Capital invested by funds: $396M → $571M (+$174M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more funds holding

Funds holding: 124152 (+28)

16% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 43

10.63% less ownership

Funds ownership: 67.65%57.02% (-11%)

Holders
152
Holders Change
+28
Holders Change %
+22.58%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
34
Increased
50
Reduced
43
Closed
6
Calls
$1.27M
Puts
Net Calls
+$1.27M
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$118M
BlackRock
2
BlackRock
New York
$44.7M -$463K -59,409 -1%
VanEck Associates
3
VanEck Associates
New York
$43.1M -$2.24M -288,023 -5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$33.7M -$559K -71,700 -2%
CPI
5
Crestview Partners II
New York
$33M
Vanguard Group
6
Vanguard Group
Pennsylvania
$28M +$487K +62,529 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$27.3M +$2.61M +335,416 +12%
CC
8
Cannell Capital
Wyoming
$25.3M +$6.89M +884,022 +43%
BCM
9
Brightlight Capital Management
Connecticut
$19.7M -$9.18M -1,178,078 -34%
State Street
10
State Street
Massachusetts
$14.9M +$3.52M +451,274 +35%
ECA
11
Encompass Capital Advisors
New York
$14.6M +$342K +43,837 +3%
HC
12
Hillman Company
Pennsylvania
$10.6M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.59M +$264K +33,855 +3%
TM
14
THRC Management
Texas
$9.4M -$932K -119,664 -10%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.5M -$385K -49,395 -5%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$6.21M -$1.71M -219,360 -23%
JP Morgan Chase
17
JP Morgan Chase
New York
$6.04M -$111K -14,232 -2%
Northern Trust
18
Northern Trust
Illinois
$5.24M -$83.4K -10,710 -2%
Renaissance Technologies
19
Renaissance Technologies
New York
$5.11M +$345K +44,302 +8%
Invesco
20
Invesco
Georgia
$3.81M -$61.2K -7,858 -2%
LI
21
Leeward Investments
Massachusetts
$3.66M +$3.33M +426,926 New
AAA
22
Adams Asset Advisors
Texas
$3.51M
Victory Capital Management
23
Victory Capital Management
Texas
$3.45M +$3.14M +403,017 New
Goldman Sachs
24
Goldman Sachs
New York
$3.35M +$1.47M +188,774 +93%
GCM
25
Gates Capital Management
New York
$3.33M +$3.03M +388,957 New

WTTR Hedge Fund Activity: Q1 2022 in Review

152 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Select Water Solutions (WTTR) for Q1 2022, worth a combined $571M — up 44% from $396M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WTTR positions and 6 closed out — a net gain of 28 holders — while 50 added to existing stakes and 43 trimmed.

The largest buyer was Cannell Capital, adding an estimated $6.89M. The largest seller was Brightlight Capital Management, cutting an estimated $9.18M.

  • 152 institutional investors held Select Water Solutions (WTTR) as of Q1 2022, up from 124 in Q4 2021.
  • Funds reported $571M of Select Water Solutions stock for Q1 2022, up 44% quarter-over-quarter.
  • 34 funds opened new Select Water Solutions positions in Q1 2022 and 6 closed out, a net change of +28 holders.
  • The largest Select Water Solutions buyer in Q1 2022 was Cannell Capital, an estimated $6.89M added.
  • The largest Select Water Solutions seller in Q1 2022 was Brightlight Capital Management, an estimated $9.18M sold.

Based on aggregated 13F filings for Q1 2022.