CWT icon

California Water Service
CWT

Overview Fund Activity

255 hedge funds and large institutions have $1.96B invested in California Water Service in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+19
Holders Change %
+8.05%
% of All Funds
5.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
93
Reduced
63
Closed
18
Calls
$1.28M
Puts
$385K
Net Calls
+$895K
Net Calls Change
-$935K

Top Buyers

1
State Street
State Street
Massachusetts
+$18.2M
2
Norges Bank
Norges Bank
Norway
+$10.4M
3
Invesco
Invesco
Georgia
+$9.87M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$6.51M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$4.68M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$11.8M
2
Millennium Management
Millennium Management
New York
-$4.98M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$4.85M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$4.46M
5
GIA
GHP Investment Advisors
Colorado
-$4.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
226
Carroll Financial Associates
North Carolina
$22K +$22K +408 New
PCG
227
Private Capital Group
Connecticut
$21K -$106 -2 -0.5%
IA
228
IFP Advisors
Florida
$19K -$22K -415 -54%
VCM
229
Versant Capital Management
Arizona
$19K -$468 -9 -2%
AIC
230
Ameritas Investment Company
Nebraska
$19K +$19K +345 New
First Manhattan
231
First Manhattan
New York
$15K -$51 -1 -0.3%
BWM
232
Baystate Wealth Management
Massachusetts
$14K +$97 +2 +0.7%
JCM
233
Jacobi Capital Management
Pennsylvania
$14K +$14K +254 New
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$11K +$11K +211 New
PCP
235
Proficio Capital Partners
Massachusetts
$10K +$10K +182 New
MRCM
236
M&R Capital Management
New Jersey
$9K – – –
TL
237
TrueWealth LLC
Georgia
$8K – – –
FGAM
238
Financial Gravity Asset Management
Texas
$8K +$8K +153 New
WAM
239
Wealthspire Advisors (Maryland)
Maryland
$7K – – –
LWM
240
Liberty Wealth Management
California
$6K – – –
HGWM
241
Harvest Group Wealth Management
Massachusetts
$6K +$6K +105 New
CAM
242
Cresset Asset Management
Illinois
$5K – – –
MNBTD
243
Moody National Bank Trust Division
Texas
$5K – – –
CFB
244
Cullen/Frost Bankers
Texas
$5K +$5K +100 New
SCM
245
Shelton Capital Management
Colorado
$4.82K -$84K -4,562 -95%
ADL
246
Asset Dedication LLC
California
$4K – – –
TWA
247
TCI Wealth Advisors
Arizona
$3K – – –
RIA
248
RPG Investment Advisory
California
$3K – – –
EI
249
Ellevest Inc
New York
$3K +$3K +53 New
WCG
250
Weaver Consulting Group
California
$3K +$3K +60 New
7 8 9
10
11