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California Water Service
CWT

Overview Fund Activity

306 hedge funds and large institutions have $2.99B invested in California Water Service in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 101 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+41
Holders Change %
+15.47%
% of All Funds
4.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
101
Reduced
88
Closed
21
Calls
$1.02M
Puts
$259K
Net Calls
+$761K
Net Calls Change
+$1.23M

Top Buyers

1
BlackRock
1
BlackRock
New York
$680M
2
Amundi
2
Amundi
France
$34.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$449M
4
CS
4
Credit Suisse
Switzerland
$13M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.2M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$50.5M
2
State Street
2
State Street
Massachusetts
$287M
3
SBH
3
Segall Bryant & Hamill
Illinois
$0
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$131M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
226
AF Advisors
California
$216K +$216K +3,000 New
GVAG
227
Great Valley Advisor Group
Delaware
$216K +$216K +3,000 New
Cambridge Investment Research Advisors
228
Cambridge Investment Research Advisors
Iowa
$215K -$29.3K -407 -12%
US Bancorp
229
US Bancorp
Minnesota
$215K -$13.9K -193 -6%
CAN
230
Cetera Advisor Networks
California
$213K +$213K +2,957 New
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$209K +$5.1K +71 +2%
Mackenzie Financial
232
Mackenzie Financial
Ontario, Canada
$209K +$209K +2,913 New
KC
233
Kepos Capital
New York
$182K +$182K +2,536 New
KLWA
234
Kelly Lawrence W & Associates
California
$180K – – –
HNWAG
235
High Net Worth Advisory Group
Florida
$158K +$158K +2,196 New
NIMI
236
Natixis Investment Managers International
France
$153K -$96.1K -1,340 -39%
SCA
237
Stonebridge Capital Advisors
Minnesota
$153K – – –
DHGWA
238
Dixon Hughes Goodman Wealth Advisors
North Carolina
$147K +$147K +2,042 New
UB
239
UMB Bank
Missouri
$139K +$139K +1,925 New
VI
240
Vestcor Inc
New Brunswick, Canada
$135K -$14.6K -204 -10%
EVM
241
Eaton Vance Management
Massachusetts
$130K +$46K +642 +55%
JGIA
242
Jackson Grant Investment Advisers
Connecticut
$119K – – –
Simplex Trading
243
Simplex Trading
Illinois
$117K +$117K +1,635 New
SN
244
Sittner & Nelson
Oregon
$116K – – –
ETI
245
Enterprise Trust & Investment
California
$115K -$21.6K -300 -16%
Ohio Public Employees Retirement System (OPERS)
246
Ohio Public Employees Retirement System (OPERS)
Ohio
$108K +$288 +4 +0.3%
CT
247
Cambridge Trust
Massachusetts
$108K +$108K +1,500 New
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$94K +$94K +1,307 New
HPC
249
HM Payson & Co
Maine
$91K – – –
QT
250
Quantbot Technologies
New York
$61K -$272K -3,825 -82%
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10
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