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California Water Service
CWT

259 hedge funds and large institutions have $2.2B invested in California Water Service in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

2% more funds holding

Funds holding: 254 → 259 (+5)

0.07% more ownership

Funds ownership: 77.61% → 77.67% (+0.07%)

3% less capital invested

Capital invested by funds: $2.27B → $2.2B (-$69.2M)

Holders
259
Holders Change
+5
Holders Change %
+1.97%
% of All Funds
4.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
86
Reduced
75
Closed
26
Calls
$61K
Puts
–
Net Calls
+$61K
Net Calls Change
+$294K

Top Buyers

1
BlackRock
BlackRock
New York
+$25.2M
2
KBC Group
KBC Group
Belgium
+$11.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$8.93M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$6.4M
5
Goldman Sachs
Goldman Sachs
New York
+$5.87M

Top Sellers

1
State Street
State Street
Massachusetts
-$14M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
-$13.9M
3
N
Nuveen
North Carolina
-$9.69M
4
NI
Nuance Investments
Missouri
-$5.66M
5
Lazard Asset Management
Lazard Asset Management
New York
-$4.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
226
Versant Capital Management
Arizona
$19K +$1.27K +23 +8%
FC
227
FORA Capital
Florida
$19K +$18.6K +335 New
CTC
228
Central Trust Company
Missouri
$17K – – –
BWM
229
Baystate Wealth Management
Massachusetts
$17K +$55 +1 +0.3%
EVM
230
Eaton Vance Management
Massachusetts
$17K +$16.9K +305 New
S
231
SignatureFD
Georgia
$15K +$3.66K +66 +33%
PA
232
Parallel Advisors
California
$13K – – –
AF
233
Allworth Financial
California
$12K -$3.49K -63 -23%
MRCM
234
M&R Capital Management
New Jersey
$11K – – –
IA
235
IFP Advisors
Florida
$10K – – –
VFA
236
Valeo Financial Advisors
Indiana
$8K +$665 +12 +9%
GI
237
Gradient Investments
Minnesota
$8K +$7.92K +143 New
QCG
238
Quadrant Capital Group
Ohio
$7K +$1.27K +23 +25%
CFB
239
Cullen/Frost Bankers
Texas
$6K – – –
LWM
240
Liberty Wealth Management
California
$6K – – –
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$5K – – –
NFSG
242
Newbridge Financial Services Group
Florida
$5K – – –
EI
243
Ellevest Inc
New York
$5K +$3.66K +66 +275%
ADL
244
Asset Dedication LLC
California
$4K – – –
LC
245
Lindbrook Capital
California
$4K +$499 +9 +14%
BWP
246
Baldwin Wealth Partners
Massachusetts
$3K – – –
RIA
247
RPG Investment Advisory
California
$3K – – –
TWA
248
TCI Wealth Advisors
Arizona
$3K – – –
CCA
249
Column Capital Advisors
Indiana
$2K – – –
IAIM
250
International Assets Investment Management
Florida
$2K – – –
8 9
10
11 12

CWT Hedge Fund Activity: Q1 2021 in Review

259 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q1 2021, worth a combined $2.2B — down 3% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CWT positions and 26 closed out — a net gain of 6 holders — while 86 added to existing stakes and 75 trimmed.

The largest buyer was BlackRock, adding an estimated $25.2M. The largest seller was State Street, cutting an estimated $14M.

  • 259 institutional investors held California Water Service (CWT) as of Q1 2021, up from 254 in Q4 2020.
  • Funds reported $2.2B of California Water Service stock for Q1 2021, down 3% quarter-over-quarter.
  • 32 funds opened new California Water Service positions in Q1 2021 and 26 closed out, a net change of +6 holders.
  • The largest California Water Service buyer in Q1 2021 was BlackRock, an estimated $25.2M added.
  • The largest California Water Service seller in Q1 2021 was State Street, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2021.