Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Consolidated Water Co Inc (CWCO)

161 + Investors. Track Smart Money conviction in CWCO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — CWCO

Based on 164 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CWCO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
164 funds currently hold this stock — 94% of the 3.0-year high of 175 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

89 buying73 selling
Last quarter: 89 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 26 → 23 → 31 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 24% medium ■ 16% new
98 out of 164 hedge funds have held CWCO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~21 new funds/quarter

19 → 26 → 23 → 31 → 21 new funds/Q
New funds entering each quarter: 26 → 23 → 31 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 18% newcomers

■ 66% veterans ■ 16% 1-2yr ■ 18% new
Entry-cohort mix of 164 holders: 108 (66%) are 2+ year veterans, 27 entered 1–2 years ago, and 29 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
39 of 163 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in CWCO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CWCO

In 2026 Q2, 89 hedge funds were net buyers of CWCO (21 opened a new position, 68 added to an existing one), while 73 reduced or exited (41 trimmed, 32 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 50% of total institutional value in CWCO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 164.

Hedge Fund Ownership: CWCO

How many hedge funds hold CWCO — quarterly history vs. share price
Quarterly hedge fund ownership of CWCO vs. share price

Market Analysis: CWCO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CWCO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Consolidated Water Co Inc (CWCO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CWCO has moved relative to its sector benchmark (XLU) since the 2026 Q3 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End September 30, 2026 · 45d ago
CWCO
-10.2%
XLU
+11.6%

CWCO outperformed XLU by -21.8% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
CWCO
+0.0%
XLU
+0.0%

Since the filing became public, CWCO outperformed XLU by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: CWCO
2026 Q3 Stats Unlock in 5 days 161 + Investors

Track Smart Money conviction in CWCO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 161 175 -8.0%
13F Shares 11M 10M 6.98%
Total Value $313M $328M -4.49%
New Positions 21 31 -10
Increased Positions 66 62 +4
Closed Positions 34 25 +9
Reduced Positions 41 43 -2
Total Calls 0 2 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CWCO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q3)

161 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CWCO. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 CWCO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TSP Capital Management Group, LLC 3.38% 478,700 $13.4M
2 Western Standard LLC 3.26% 493,474 $13.8M
3 AltraVue Capital, LLC 1.65% 678,420 $19.0M
4 Farrow Financial, Inc. 1.28% 86,052 $2.4M
5 Teton Advisors, LLC 0.56% 30,400 $852K
6 Illumine Investment Management, LLC 0.48% — $687K
7 Heartland Advisors Inc 0.42% 311,200 $8.7M
8 Legato Capital Management LLC 0.38% 150,335 $4.2M
9 Comprehensive Money Management Services LLC 0.20% 11,339 $318K
10 American Institute for Advanced Investment Management, LLP 0.14% 8,735 $245K
11 CWA Asset Management Group, LLC 0.13% 162,954 $4.6M
12 Sentry LLC 0.12% 11,660 $327K
13 Byrne Asset Management LLC 0.08% 5,124 $148K
14 RBF Capital, LLC 0.05% 44,017 $1.2M
15 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.04% 22,198 $622K
16 Renaissance Group LLC 0.03% 26,071 $730K
17 Martingale Asset Management L P 0.02% 30,726 $861K
18 Harbor Investment Advisory, LLC 0.02% 11,000 $308K
19 First Nebraska Trust Co 0.02% 8,428 $236K
20 CenterBook Partners LP 0.01% 9,162 $257K
21 Hennion & Walsh Asset Management, Inc. 0.01% 13,504 $378K
22 Renaissance Technologies LLC 0.01% 289,767 $8.1M
23 Raiffeisen Bank International AG 0.01% 28,000 $782K
24 Meeder Asset Management Inc 0.01% 6,021 $169K
25 Diversified Trust Co 0.01% 10,890 $305K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Consolidated Water Co Inc (CWCO)

What does the Smart Money Trend signal show for CWCO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CWCO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CWCO?

Slight buying edge — 55% buying: Last quarter: 89 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CWCO holders?

Elite ownership — 50% AUM from top-100 funds: 39 of 163 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in CWCO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CWCO?

60% of holders stayed for 2+ years: 98 out of 164 hedge funds have held CWCO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Consolidated Water Co Inc (CWCO) following the 2026 Q3 hedge fund 13F filings?

As of today, CWCO has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLU sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), CWCO has gained -10.2% vs +11.6% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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