Global Water Resources, Inc.: which funds bought and sold

Institutions that bought and sold Global Water Resources shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 60 institutions that filed 13F reports for both quarters added to or opened positions in Global Water Resources, and 30 cut or closed them. Together they added a net 317K shares, +4.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 210K shares (+38.4%); index fund managers were net buyers of 126K shares (+5.9%). 18 opened a new position and 8 sold out entirely.

Bought, Q2 2026 60 institutions, 18 of them new holders Sold, Q2 2026 30 institutions, 8 of them sold out

Net change, all compared +317K shares (+4.4%)

Net change, active managers +210K shares (+38.4%), 7 bought, 2 sold

Buyers versus sellers

institutions compared, 112

60 bought 22 30 sold

Active managers and hedge funds 7 bought · 2 sold · +210K

Index fund managers 10 bought · 1 sold · +126K

Other institutions 43 bought · 27 sold · −19K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Tsp Capital Management Group, LLC	+1.3M New position	1.3M	$9.7M
AQR Capital Management LLC Hedge fund	+163K +337.0%	212K	$1.5M
Morgan Stanley	+100K +90.7%	210K	$1.5M
Goldman Sachs Group Inc	+94K +135.1%	164K	$1.2M
Royal Bank Of Canada	+79K +3393.1%	81K	$588,000
Nuveen, LLC	+62K +232.8%	89K	$643,919
Jane Street Group, LLC	+44K New position	44K	$320,435
Blackrock, Inc. Index funds	+35K +5.5%	662K	$4.8M
Citadel Advisors LLC Hedge fund	+34K New position	34K	$244,726
Geode Capital Management, LLC Index funds	+25K +7.2%	373K	$2.7M
Wells Fargo & Company	+25K +7.9%	335K	$2.4M
State Street Corp Index funds	+20K +8.4%	258K	$1.9M
Dimensional Fund Advisors LP	+18K +12.5%	159K	$1.2M
Ieq Capital, LLC	+16K New position	16K	$116,625
Vanguard Personalized Indexing Management, LLC Index funds	+15K New position	15K	$110,417
Point72 Asset Management, L.P. Hedge fund	+13K New position	13K	$90,543
Bard Associates Inc	+11K +9.3%	129K	$936,365
Price T Rowe Associates Inc Active manager	+11K New position	11K	$80,000
Bank Of New York Mellon Corp	+9,895 +39.4%	35K	$253,445
Gsa Capital Partners LLP	+9,096 +21.1%	52K	$379,000

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+163K +337.0%	212K	$1.5M
Citadel Advisors LLC Hedge fund	+34K New position	34K	$244,726
Point72 Asset Management, L.P. Hedge fund	+13K New position	13K	$90,543
Price T Rowe Associates Inc Active manager	+11K New position	11K	$80,000
FMR LLC Active manager	+4,868 +114.0%	9,137	$66,152
Alliancebernstein L.P. Active manager	+2,800 +18.7%	18K	$134,647
Panagora Asset Management Inc Active manager	+525 +0.7%	76K	$547,402

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Handelsbanken Fonder AB	−1.3M Sold out	0	—
Heartland Advisors Inc	−423K −50.9%	408K	$3M
Wesbanco Bank Inc	−62K Sold out	0	—
Susquehanna International Group, LLP	−25K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−19K −9.8%	172K	$1.2M
Claret Asset Management Corp	−14K −8.0%	167K	$1.2M
HSBC Holdings PLC	−11K Sold out	0	—
Group One Trading LLC	−11K −98.3%	186	$1,347
Avanza Fonder AB	−7,547 −53.8%	6,478	$46,901
Jpmorgan Chase & Co	−4,303 −40.8%	6,250	$45,313
Atria Investments, Inc	−3,300 −10.2%	29K	$210,339
Bank Of America Corp	−3,158 −8.0%	36K	$263,528
Perigon Wealth Management, LLC	−2,762 −10.8%	23K	$165,349
UBS Group AG	−2,464 −14.6%	14K	$104,748
Tower Research Capital LLC (TRC)	−2,075 −51.7%	1,941	$14,053
Xtx Topco Ltd	−1,843 −12.1%	13K	$97,081
Farther Finance Advisors, LLC	−1,373 −89.4%	163	$1,180
Elco Management Co., LLC	−1,222 −5.9%	20K	$141,549
Barclays PLC	−841 −2.9%	28K	$202,777
Simplex Trading, LLC	−800 −79.9%	201	$1,455

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−19K −9.8%	172K	$1.2M
Penn Capital Management Company, LLC Active manager	−302 −0.2%	177K	$1.3M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Tsp Capital Management Group, LLC	1.3M	$9.7M
Jane Street Group, LLC	44K	$320,435
Citadel Advisors LLCHedge fund	34K	$244,726
Ieq Capital, LLC	16K	$116,625
Vanguard Personalized Indexing Management, LLCIndex funds	15K	$110,417
Point72 Asset Management, L.P.Hedge fund	13K	$90,543
Price T Rowe Associates IncActive manager	11K	$80,000
Proshare Advisors LLCIndex funds	1,831	$13,255
Huntington National Bank	712	$5,155
Private Wealth Management Group, LLC	621	$4,497

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Handelsbanken Fonder AB	1.3M	$9.7M
Wesbanco Bank Inc	62K	$466,785
Susquehanna International Group, LLP	25K	$191,504
HSBC Holdings PLC	11K	$85,900
Bare Financial Services, Inc	296	$2,247
Mai Capital Management	67	$509
Transamerica Financial Advisors, LLC	7	$53
Wealth Preservation Advisors, LLC	7	$53

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 107
Ten largest holders: 66.0%
Index fund managers: 30.3%
Active managers and hedge funds: 10.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	7	2	3	0	+210K	+38.4%
Index fund managers	10	1	2	0	+126K	+5.9%
Other institutions	43	27	13	8	−19K	−0.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Global Water Resources.

Only managers that filed a holdings report for both quarters are compared (112 here). 5 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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