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California Water Service
CWT

Overview Fund Activity

270 hedge funds and large institutions have $2.26B invested in California Water Service in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 90 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-15
Holders Change %
-5.26%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
104
Reduced
90
Closed
36
Calls
$95K
Puts
$681K
Net Calls
-$586K
Net Calls Change
-$633K

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$32.3M
2
NI
2
Nuance Investments
Missouri
$103M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$127M
4
BlackRock
4
BlackRock
New York
$503M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$336M

Top Sellers

1
State Street
1
State Street
Massachusetts
$161M
2
Millennium Management
2
Millennium Management
New York
$1.59M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$10.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$473
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$987K
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$1.89K – – –
LC
252
Lindbrook Capital
California
$1.7K -$6.81K -144 -80%
BIA
253
Bell Investment Advisors
California
$1.42K -$426 -9 -23%
AWA
254
Authentikos Wealth Advisory
California
$1.42K +$1.42K +30 New
ECM
255
Everence Capital Management
Indiana
$744 -$35 -750 -5%
JWA
256
JFS Wealth Advisors
Pennsylvania
$568 -$994 -21 -64%
Citadel Advisors
257
Citadel Advisors
Florida
$473 -$4.77M -100,751 -100%
AWM
258
Abound Wealth Management
Tennessee
$426 – – –
FFA
259
Farther Finance Advisors
California
$426 – – –
SIC
260
SJS Investment Consulting
Ohio
$332 +$47 +1 +17%
VAG
261
VisionPoint Advisory Group
Texas
$284 +$284 +6 New
Federated Hermes
262
Federated Hermes
Pennsylvania
$237 -$95 -2 -29%
NA
263
NewEdge Advisors
Louisiana
$237 – – –
CA
264
Crewe Advisors
Utah
$190 -$48 -1 -20%
GWS
265
Glassman Wealth Services
Virginia
$189 – – –
TWP
266
TFO Wealth Partners
Ohio
$103 – – –
HNB
267
Huntington National Bank
Ohio
$47 – – –
FGAM
268
Financial Gravity Asset Management
Texas
$8 -$8.33K -52 Closed
AC
269
Arjuna Capital
North Carolina
– -$2.96M -57,392 Closed
JF
270
Jump Financial
Illinois
– -$1.49M -28,828 Closed
ACM
271
Aquatic Capital Management
Illinois
– -$1.1M -21,200 Closed
AIMCA
272
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$851K -16,478 Closed
WCWM
273
Willow Creek Wealth Management
California
– -$784K -15,176 Closed
American Century Companies
274
American Century Companies
Missouri
– -$695K -13,456 Closed
VI
275
Versor Investments
New York
– -$520K -10,065 Closed
9 10
11
12 13