Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Consolidated Water Co Inc (CWCO)

172 + 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
↑ +5
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — CWCO

Based on 174 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
174 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 — +14% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

93 buying69 selling
Last quarter: 93 funds bought or added vs 69 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new CWCO position: 19 → 26 → 22 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 24% medium ■ 18% new
102 out of 174 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.
📈

Growing discovery — still being found

25 → 19 → 26 → 22 → 31 new funds/Q
New funds entering each quarter: 19 → 26 → 22 → 31. A growing number of institutions are discovering CWCO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 13% 1-2yr ■ 21% new
Of 175 current holders: 116 (66%) 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.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
38 of 174 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — CWCO

In 2026 Q1, 93 hedge funds were net buyers of CWCO (31 opened a new position, 62 added to an existing one), while 69 reduced or exited (43 trimmed, 26 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in CWCO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 174.

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 Q1 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 March 31, 2026 · 80d ago
CWCO
nan%
XLU
nan%

CWCO outperformed XLU by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
CWCO
nan%
XLU
nan%

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

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.

18 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: CWCO
172 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 172 169 1.78%
13F Shares 10M 11M -6.94%
Total Value $327M $375M -12.65%
New Positions 30 22 +8
Increased Positions 62 47 +15
Closed Positions 27 12 +15
Reduced Positions 43 61 -18
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CWCO

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Financial Highlights

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Institutional Holders (2026 Q1)

172 + 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:
Top 25 CWCO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TSP Capital Management Group, LLC 3.87% 479,200 $15.9M
2 AltraVue Capital, LLC 2.03% 711,070 $23.6M
3 Farrow Financial, Inc. 1.59% 84,563 $2.8M
4 Teton Advisors, LLC 0.71% 30,400 $1.0M
5 Illumine Investment Management, LLC 0.64% 25,037 $829K
6 Heartland Advisors Inc 0.51% 300,250 $9.9M
7 Legato Capital Management LLC 0.45% 150,335 $5.0M
8 NJ State Employees Deferred Compensation Plan 0.26% 67,000 $2.4M
9 Comprehensive Money Management Services LLC 0.25% 11,339 $376K
10 Seizert Capital Partners, LLC 0.24% 157,282 $5.2M
11 ArrowMark Colorado Holdings LLC 0.24% 272,000 $9.0M
12 CWA Asset Management Group, LLC 0.20% 176,617 $5.8M
13 American Institute for Advanced Investment Management, LLP 0.18% 8,295 $275K
14 SwitchPoint Financial Planning, LLC 0.16% 7,109 $235K
15 Inspire Investing, LLC 0.14% 52,813 $1.7M
16 Sentry LLC 0.12% 11,660 $386K
17 CenterBook Partners LP 0.11% 60,430 $2.0M
18 RBF Capital, LLC 0.08% 44,017 $1.5M
19 Gwn Securities INC. 0.08% 12,010 $398K
20 Aspire Capital Advisors LLC 0.07% 9,120 $302K
21 Nebula Research & Development LLC 0.04% 16,037 $481K
22 Renaissance Group LLC 0.04% 26,095 $864K
23 State of Wyoming 0.03% 7,569 $251K
24 Harbor Investment Advisory, LLC 0.03% 11,050 $366K
25 First Nebraska Trust Co 0.03% 8,428 $279K
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 57% buying: Last quarter: 93 funds bought or added vs 69 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?

Strong quality — 32% AUM from major funds: 38 of 174 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CWCO?

59% of holders stayed for 2+ years: 102 out of 174 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 Q1 hedge fund 13F filings?

As of today, CWCO has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLU sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CWCO has gained nan% vs nan% 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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