Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CONSOLIDATED WATER CO INC (CWCO)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — CWCO

Based on 162 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CWCO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
162 hedge funds hold CWCO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

67 buying69 selling
Last quarter: 69 funds reduced or exited vs 67 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 18 → 24 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 26% medium 17% new
93 out of 162 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

25 → 25 → 18 → 24 → 21 new funds/Q
New funds entering each quarter: 25 → 18 → 24 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

63% veterans 15% 1-2yr 22% new
Of 163 current holders: 103 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
28 of 162 holders are among the 100 largest funds by AUM, controlling 42% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 2 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: CWCO
2026 Q1 Stats Unlock in 18 days 163 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 163 153 6.54%
13F Shares 11M 11M -1.76%
Total Value $371M $378M -1.73%
New Positions 21 24 -3
Increased Positions 47 48 -1
Closed Positions 12 15 -3
Reduced Positions 57 41 +16
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CWCO

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

163 + investors

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

Top 25 institutional holders of CWCO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TSP Capital Management Group, LLC 3.87% 479,200 $15.9M
2 Farrow Financial, Inc. 1.59% 84,563 $2.8M
3 NJ State Employees Deferred Compensation Plan 0.26% 67,000 $2.4M
4 Comprehensive Money Management Services LLC 0.25% 11,339 $376K
5 CWA Asset Management Group, LLC 0.20% 176,617 $5.8M
6 American Institute for Advanced Investment Management, LLP 0.18% 8,295 $275K
7 SwitchPoint Financial Planning, LLC 0.16% 7,109 $235K
8 Inspire Investing, LLC 0.14% 52,813 $1.7M
9 Sentry LLC 0.12% 11,660 $386K
10 Aspire Capital Advisors LLC 0.07% 9,120 $302K
11 HARBOR INVESTMENT ADVISORY, LLC 0.03% 11,050 $366K
12 Brooklyn Investment Group 0.02% 17,500 $580K
13 Raiffeisen Bank International AG 0.01% 23,000 $759K
14 JOURNEY STRATEGIC WEALTH LLC 0.01% 9,453 $313K
15 Diversified Trust Co 0.01% 10,890 $361K
16 GoalVest Advisory LLC 0.01% 1,000 $33K
17 Byrne Asset Management LLC 0.01% 300 $10K
18 AdvisorNet Financial, Inc 0.00% 2,000 $66K
19 STRS OHIO 0.00% 19,100 $633K
20 North Star Investment Management Corp. 0.00% 1,015 $34K
21 Police & Firemen's Retirement System of New Jersey 0.00% 4,504 $149K
22 Costello Asset Management, INC 0.00% 100 $3K
23 Private Advisor Group, LLC 0.00% 6,097 $202K
24 State of Alaska, Department of Revenue 0.00% 2,317
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 11,142 $369K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CWCO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CWCO?

More sellers than buyers — 49% buying: Last quarter: 69 funds reduced or exited vs 67 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CWCO holders?

Elite ownership — 42% AUM from top-100 funds: 28 of 162 holders are among the 100 largest funds by AUM, controlling 42% 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?

57% of holders stayed for 2+ years: 93 out of 162 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.

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.