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California Water Service
CWT

Overview Fund Activity

249 hedge funds and large institutions have $1.81B invested in California Water Service in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-14
Holders Change %
-5.32%
% of All Funds
5.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
81
Reduced
84
Closed
38
Calls
$1.37M
Puts
$669K
Net Calls
+$704K
Net Calls Change
+$833K

Top Buyers

1
GIP
Granite Investment Partners
California
+$14.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.82M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$4.58M
4
State Street
State Street
Massachusetts
+$3.9M
5
Lazard Asset Management
Lazard Asset Management
New York
+$3.83M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$21.2M
2
Invesco
Invesco
Georgia
-$13.1M
3
BlackRock
BlackRock
New York
-$10.6M
4
NI
Nuance Investments
Missouri
-$7.29M
5
SBH
Segall Bryant & Hamill
Illinois
-$6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
226
Darwin Wealth Management
Florida
$10K +$10K +217 New
TL
227
TrueWealth LLC
Georgia
$8K – – –
VFA
228
Valeo Financial Advisors
Indiana
$7K +$424 +8 +6%
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7K +130 New
QCG
230
Quadrant Capital Group
Ohio
$6K -$2.91K -67 -33%
LWM
231
Liberty Wealth Management
California
$6K – – –
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$5K – – –
CFB
233
Cullen/Frost Bankers
Texas
$5K – – –
PCM
234
Prelude Capital Management
New York
$4K -$11.8K -210 -75%
ADL
235
Asset Dedication LLC
California
$4K – – –
TFO
236
Tarbox Family Office
California
$4K +$2.35K +44 +142%
EI
237
Ellevest Inc
New York
$4K +$4K +76 New
CCA
238
Column Capital Advisors
Indiana
$3K -$1.22K -24 -29%
RIA
239
RPG Investment Advisory
California
$3K – – –
BWP
240
Baldwin Wealth Partners
Massachusetts
$3K – – –
WCG
241
Weaver Consulting Group
California
$3K – – –
S
242
SignatureFD
Georgia
$3K +$1.92K +32 +178%
CAW
243
Cornerstone Advisors (Washington)
Washington
$2K – – –
IWP
244
IAG Wealth Partners
Wisconsin
$2K – – –
TWA
245
TCI Wealth Advisors
Arizona
$2K – – –
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$2K +$2K +41 New
HGWM
247
Harvest Group Wealth Management
Massachusetts
$1K -$1.92K -69 -66%
CFG
248
Citizens Financial Group
Rhode Island
$1K – – –
PP
249
Paloma Partners
Connecticut
– -$2.67M -51,799 Closed
EGM
250
Engineers Gate Manager
New York
– -$2.41M -46,651 Closed
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