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California Water Service
CWT

Overview Fund Activity

255 hedge funds and large institutions have $1.85B invested in California Water Service in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 71 reducing their positions, and 30 closing their positions.

Holders
255
Holders Change
–
Holders Change %
0%
% of All Funds
5.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
86
Reduced
71
Closed
30
Calls
$759K
Puts
–
Net Calls
+$759K
Net Calls Change
-$136K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.5M
2
NI
2
Nuance Investments
Missouri
$9.31M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$41.4M
4
Millennium Management
4
Millennium Management
New York
$4.33M
5
KCM
5
Kennedy Capital Management
Missouri
$4.92M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$137M
2
Goldman Sachs
2
Goldman Sachs
New York
$5.64M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$71.7M
4
PCA
4
Personal Capital Advisors
California
$13.3M
5
BFA
5
Brendel Financial Advisors
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$20K 400 – –
ASN
227
Advisory Services Network
Georgia
$19K 371 -1,669 -82%
FGAM
228
Financial Gravity Asset Management
Texas
$18K 346 +193 +126%
BWM
229
Baystate Wealth Management
Massachusetts
$15K 291 +1 +0.3%
VCM
230
Versant Capital Management
Arizona
$14K 291 -74 -20%
First Manhattan
231
First Manhattan
New York
$14K 294 +1 +0.3%
MRCM
232
M&R Capital Management
New Jersey
$10K 200 – –
AAP
233
Arax Advisory Partners
Colorado
$10K 197 +197 New
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$9K 187 +187 New
TL
235
TrueWealth LLC
Georgia
$8K 151 +1 +0.7%
PCG
236
Private Capital Group
Connecticut
$7K 171 -225 -57%
PCP
237
Proficio Capital Partners
Massachusetts
$7K 129 -53 -29%
LWM
238
Liberty Wealth Management
California
$6K 117 – –
VFA
239
Valeo Financial Advisors
Indiana
$6K 124 +124 New
CCA
240
Catalyst Capital Advisors
New York
$5K 100 -6,400 -98%
Simplex Trading
241
Simplex Trading
Illinois
$5K 113 -5,670 -98%
HGWM
242
Harvest Group Wealth Management
Massachusetts
$5K 105 – –
CFB
243
Cullen/Frost Bankers
Texas
$5K 100 – –
GI
244
Gradient Investments
Minnesota
$5K 100 +100 New
QCG
245
Quadrant Capital Group
Ohio
$4K 93 -1,182 -93%
ADL
246
Asset Dedication LLC
California
$4K 72 – –
FPS
247
Fieldpoint Private Securities
Connecticut
$4K 86 +86 New
WCG
248
Weaver Consulting Group
California
$3K 60 – –
RIA
249
RPG Investment Advisory
California
$3K 60 – –
APC
250
Aspire Private Capital
North Carolina
$3K 50 +50 New
8 9
10
11 12