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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 %
BHWM
251
Beaird Harris Wealth Management
Texas
$60K +$60K +831 New
HCP
252
Hexagon Capital Partners
Arkansas
$58K – – –
PB
253
Pinnacle Bancorp
Nebraska
$57K – – –
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$53K +$1.5K +21 +3%
AF
255
Advisornet Financial
Minnesota
$46K – – –
SWA
256
Sutton Wealth Advisors
Florida
$45.8K +$862 +12 +2%
TRCT
257
Tower Research Capital (TRC)
New York
$45K -$128K -1,787 -74%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$40K – – –
SFM
259
Signet Financial Management
New Jersey
$36K +$36K +500 New
BLC
260
Brown, Lisle/Cummings
Rhode Island
$35.9K +$35.9K +500 New
S
261
SignatureFD
Georgia
$31K -$1.65K -23 -5%
HR
262
Howe & Rusling
New York
$29K +$29K +400 New
AAM
263
Advisors Asset Management
Colorado
$27K -$18.6K -261 -41%
FPS
264
Fieldpoint Private Securities
Connecticut
$25K – – –
CTC
265
Central Trust Company
Missouri
$22K – – –
BWM
266
Baystate Wealth Management
Massachusetts
$22K +$73 +1 +0.3%
VCM
267
Versant Capital Management
Arizona
$21K +$1.66K +23 +9%
PA
268
Parallel Advisors
California
$20K -$14.3K -203 -42%
PFBT
269
Parkside Financial Bank & Trust
Missouri
$18K – – –
EI
270
Ellevest Inc
New York
$16K -$850 -12 -5%
STCOSD
271
Sageworth Trust Company of South Dakota
South Dakota
$16K +$16K +217 New
IA
272
IFP Advisors
Florida
$15K +$649 +9 +5%
MRCM
273
M&R Capital Management
New Jersey
$14K – – –
OA
274
Operose Advisors
Wisconsin
$14K +$14K +200 New
TWA
275
TCI Wealth Advisors
Arizona
$12K +$1.64K +22 +16%
9 10
11
12 13