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California Water Service
CWT

Overview Fund Activity

265 hedge funds and large institutions have $2.39B invested in California Water Service in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+17
Holders Change %
+6.85%
% of All Funds
4.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
98
Reduced
75
Closed
18
Calls
$56K
Puts
$521K
Net Calls
-$465K
Net Calls Change
+$125K

Top Buyers

1
State Street
1
State Street
Massachusetts
$247M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$115M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$10.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$358M
5
MWNA
5
Marshall Wace North America
New York
$7.78M

Top Sellers

1
KBC Group
1
KBC Group
Belgium
$27.5M
2
SBH
2
Segall Bryant & Hamill
Illinois
$9.76M
3
BlackRock
3
BlackRock
New York
$521M
4
NI
4
Nuance Investments
Missouri
$54.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$41K +$964 +17 +2%
AAM
227
Advisors Asset Management
Colorado
$38K -$14.8K -249 -28%
AF
228
Advisornet Financial
Minnesota
$38K – – –
SWA
229
Sutton Wealth Advisors
Florida
$36.8K – – –
HI
230
Harbour Investments
Wisconsin
$35K -$1.2K -20 -3%
PHK
231
Point72 Hong Kong
Hong Kong
$35K +$35K +599 New
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$32K +$16.1K +280 +101%
PA
233
Parallel Advisors
California
$29K +$14.4K +241 +98%
S
234
SignatureFD
Georgia
$27K +$7.55K +127 +39%
Russell Investments Group
235
Russell Investments Group
United Kingdom
$24K -$195K -3,404 -89%
FPS
236
Fieldpoint Private Securities
Connecticut
$20K – – –
CTC
237
Central Trust Company
Missouri
$18K – – –
BWM
238
Baystate Wealth Management
Massachusetts
$18K +$60 +1 +0.3%
ST
239
Sageworth Trust
Pennsylvania
$17K – – –
VCM
240
Versant Capital Management
Arizona
$16K +$3.1K +52 +24%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$15K +$181 +3 +1%
EI
242
Ellevest Inc
New York
$14K +$765 +13 +6%
IA
243
IFP Advisors
Florida
$13K +$784 +12 +6%
MRCM
244
M&R Capital Management
New Jersey
$11K – – –
HFS
245
Hantz Financial Services
Michigan
$11K – – –
TWA
246
TCI Wealth Advisors
Arizona
$8K +$1.32K +23 +20%
LWM
247
Liberty Wealth Management
California
$7K – – –
CFB
248
Cullen/Frost Bankers
Texas
$6K – – –
KIG
249
Kowal Investment Group
Wisconsin
$6K +$6K +96 New
BWP
250
Baldwin Wealth Partners
Massachusetts
$5K +$1.46K +23 +41%
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