Among active 13F managers last quarter, 10 opened and 27 added, while 8 reduced; the largest holder to move was AltraVue Capital, LLC (−4.3%). Over the last 180 days, 1 insider bought and 2 insiders sold, a net +$14K in open-market trades.
Funds lean in and no leg opposes.
164 tracked 13F filers disclose a position in CWCO as of the latest SEC 13F filings, a combined $310.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.4M | $42.2M | ▲+4.4% Added · +60K sh | Q2 2026 | |
| 2 | Morgan Stanley | 882K | $29.2M | ▼−3.0% Reduced · −28K sh | Q1 2026 | |
| 3 | AltraVue Capital, LLC | 681K | $20.1M | ▼−4.3% Reduced · −30K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 670K | $19.8M | ▼−1.7% Reduced · −12K sh | Q2 2026 | |
| 5 | JPMorgan Chase & Co | 497K | $16.4M | ▼−7.5% Reduced · −40K sh | Q1 2026 | |
| 6 | TSP Capital Management Group, LLC | 479K | $14.1M | —Held | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 451K | $13.3M | ▲+6.0% Added · +25K sh | Q2 2026 | |
| 8 | State Street Corp | 334K | $9.8M | ▲+0.5% Added · +2K sh | Q2 2026 | |
| 9 | Renaissance Technologies LLC | 300K | $9.9M | ▼−1.9% Reduced · −6K sh | Q1 2026 | |
| 10 | Heartland Advisors Inc | 298K | $8.8M | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 11 | Dimensional Fund Advisors LP | 294K | $9.7M | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 12 | ArrowMark Colorado Holdings LLC | 287K | $8.5M | ▲+5.5% Added · +15K sh | Q2 2026 | |
| 13 | Western Standard LLC | 252K | $7.4M | ▲New +252K sh | Q2 2026 | |
| 14 | First Manhattan Co. LLC. | 222K | $6.5M | ▼−3.9% Reduced · −9K sh | Q2 2026 | |
| 15 | Vanguard Portfolio Management LLC | 210K | $6.2M | ▲+9.5% Added · +18K sh | Q2 2026 | |
| 16 | CWA Asset Management Group, LLC | 180K | $5.3M | ▲+1.7% Added · +3K sh | Q2 2026 | |
| 17 | Legato Capital Management LLC | 150K | $4.4M | —Held | Q2 2026 | |
| 18 | New York State Common Retirement Fund | 142K | $4.7M | —Held | Q1 2026 | |
| 19 | Northern Trust Corp | 139K | $4.6M | ▲+3.9% Added · +5K sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 122K | $4.0M | ▲+42% Added · +36K sh | Q1 2026 | |
| 21 | Vanguard Fiduciary Trust Co | 107K | $3.2M | ▲+5.9% Added · +6K sh | Q2 2026 | |
| 22 | AQR Capital Management LLC | 92K | $3.0M | ▲+87% Added · +43K sh | Q1 2026 | |
| 23 | Farrow Financial, Inc. | 86K | $2.5M | ▲+1.8% Added · +1K sh | Q2 2026 | |
| 24 | Man Group plc | 73K | $2.2M | ▲+281% Added · +54K sh | Q2 2026 | |
| 25 | Bank of New York Mellon Corp | 62K | $2.1M | ▼−11% Reduced · −7K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in CWCO and 27 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 85 funds | $146.2B |
| Nvidia CorpNVDA | 83 funds | $231.3B |
| Apple IncAAPL | 83 funds | $167.9B |
| JPMorgan Chase & CoJPM | 83 funds | $35.1B |
| Costco Wholesale CorpCOST | 83 funds | $21.1B |
| Amazon.com IncAMZN | 82 funds | $112.1B |
| Alphabet Inc-CL AGOOGL | 81 funds | $102.5B |
| Broadcom IncAVGO | 79 funds | $99.2B |
| Bristol-Myers Squibb CoBMY | 79 funds | $9.6B |
| Eli Lilly & CoLLY | 78 funds | $48.5B |
| Micron Technology IncMU | 78 funds | $35.6B |
| Visa Inc-Class A SharesV | 78 funds | $34.8B |
Ranked by how many of CWCO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CWCO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 3, 2026 | Whittaker Raymond | Director | Sell (S) | 1K | $29K |
| Aug 17, 2026 | Flowers Clarence B. | Director | Sell (S) | 2K | $58K |
| Mar 19, 2026 | Giner Maria Elena | Director | Buy (P) 2 lots, same day | 3K | $100K |
| Dec 3, 2025 | Pergande Wilmer F. | Director | Sell (S) | 4K | $145K |
| Dec 1, 2025 | Pergande Wilmer F. | Director | Sell (S) | 1K | $36K |
| Nov 24, 2025 | McTaggart Frederick W. | PRESIDENT AND CEO, Director | Sell (S) | 5K | $168K |
| Nov 21, 2025 | McTaggart Frederick W. | PRESIDENT AND CEO, Director | Sell (S) | 18K | $608K |
| Nov 21, 2025 | Adamson Kimberly Anne | Director | Buy (P) | 3K | $89K |
| Nov 17, 2025 | Flowers Clarence B. | Director | Sell (S) | 2K | $55K |
| Nov 17, 2025 | McTaggart Frederick W. | PRESIDENT AND CEO, Director | Sell (S) | 2K | $66K |
| Aug 22, 2025 | Whittaker Raymond | Director | Sell (S) | 5K | $159K |
| Feb 19, 2025 | McTaggart Frederick W. | PRESIDENT AND CEO, Director | Sell (S) 2 lots, same day | 2K | $65K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 54 | 20 | – |
Insiders Form 4 open-market | 1 | 2 | +$14K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CWCO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CWCO/capital-change-brief"
Use Arkolith's capital_change_brief for CWCO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CWCO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.