California Water Service
267 hedge funds and large institutions have $2.4B invested in California Water Service in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 76 reducing their positions, and 18 closing their positions.
111% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 18
29% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 76
8% more capital invested
Capital invested by funds: $2.22B → $2.4B (+$172M)
7% more funds holding
Funds holding: 250 → 267 (+17)
0.04% more ownership
Funds ownership: 78.85% → 78.88% (+0.04%)
89% less call options, than puts
Call options by funds: $56K | Put options by funds: $521K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$14.4M |
| 2 |
Impax Asset Management Group
London,
United Kingdom
|
+$12.2M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$11.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.37M |
| 5 |
MWNA
Marshall Wace North America
New York
|
+$7.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KBC Group
Brussels,
Belgium
|
-$30.5M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$7.69M |
| 3 |
BlackRock
New York
|
-$7.42M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$6.06M |
| 5 |
JP Morgan Chase
New York
|
-$5.86M |
CWT Hedge Fund Activity: Q3 2021 in Review
267 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q3 2021, worth a combined $2.4B — up 7.7% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new CWT positions and 18 closed out — a net gain of 20 holders — while 98 added to existing stakes and 76 trimmed.
The largest buyer was State Street, adding an estimated $14.4M. The largest seller was KBC Group, cutting an estimated $30.5M.
- 267 institutional investors held California Water Service (CWT) as of Q3 2021, up from 250 in Q2 2021.
- Funds reported $2.4B of California Water Service stock for Q3 2021, up 7.7% quarter-over-quarter.
- 38 funds opened new California Water Service positions in Q3 2021 and 18 closed out, a net change of +20 holders.
- The largest California Water Service buyer in Q3 2021 was State Street, an estimated $14.4M added.
- The largest California Water Service seller in Q3 2021 was KBC Group, an estimated $30.5M sold.
Based on aggregated 13F filings for Q3 2021.