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California Water Service
CWT

Overview Fund Activity

257 hedge funds and large institutions have $2.19B invested in California Water Service in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+5
Holders Change %
+1.98%
% of All Funds
4.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
85
Reduced
75
Closed
26
Calls
$61K
Puts
–
Net Calls
+$61K
Net Calls Change
+$294K

Top Buyers

1
BlackRock
1
BlackRock
New York
$491M
2
KBC Group
2
KBC Group
Belgium
$53.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$332M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$93M
5
Goldman Sachs
5
Goldman Sachs
New York
$9.42M

Top Sellers

1
State Street
1
State Street
Massachusetts
$198M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$77.9M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$9.81M
4
NI
4
Nuance Investments
Missouri
$52.2M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$269K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
226
Central Trust Company
Missouri
$17K – – –
BWM
227
Baystate Wealth Management
Massachusetts
$17K +$57 +1 +0.3%
EVM
228
Eaton Vance Management
Massachusetts
$17K +$17K +305 New
S
229
SignatureFD
Georgia
$15K +$3.69K +66 +33%
PA
230
Parallel Advisors
California
$13K – – –
AF
231
Allworth Financial
California
$12K -$3.48K -63 -23%
MRCM
232
M&R Capital Management
New Jersey
$11K – – –
IA
233
IFP Advisors
Florida
$10K – – –
VFA
234
Valeo Financial Advisors
Indiana
$8K +$667 +12 +9%
GI
235
Gradient Investments
Minnesota
$8K +$8K +143 New
QCG
236
Quadrant Capital Group
Ohio
$7K +$1.39K +23 +25%
LWM
237
Liberty Wealth Management
California
$6K – – –
CFB
238
Cullen/Frost Bankers
Texas
$6K – – –
NFSG
239
Newbridge Financial Services Group
Florida
$5K – – –
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$5K – – –
EI
241
Ellevest Inc
New York
$5K +$3.67K +66 +275%
ADL
242
Asset Dedication LLC
California
$4K – – –
LC
243
Lindbrook Capital
California
$4K +$480 +9 +14%
RIA
244
RPG Investment Advisory
California
$3K – – –
TWA
245
TCI Wealth Advisors
Arizona
$3K – – –
BWP
246
Baldwin Wealth Partners
Massachusetts
$3K – – –
CCA
247
Column Capital Advisors
Indiana
$2K – – –
IAIM
248
International Assets Investment Management
Florida
$2K – – –
LWA
249
Lenox Wealth Advisors
New York
$2K +$2K +30 New
AIG
250
American International Group
New York
$1.86K -$19 -335 -1%
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