CWT icon

California Water Service
CWT

Overview Fund Activity

275 hedge funds and large institutions have $2.27B invested in California Water Service in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 98 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-7
Holders Change %
-2.48%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
33
Increased
96
Reduced
98
Closed
36
Calls
$455K
Puts
$409K
Net Calls
+$46K
Net Calls Change
-$27K

Top Buyers

1
NI
1
Nuance Investments
Missouri
$140M
2
TIM
2
Triodos Investment Management
Netherlands
$20.8M
3
Amundi
3
Amundi
France
$91.8M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$149M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$335M

Top Sellers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$442K
2
Morgan Stanley
2
Morgan Stanley
New York
$34.1M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$40M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$657K
5
Jane Street
5
Jane Street
New York
$571K
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
251
Principal Securities
Iowa
$2.23K -$418 -9 -16%
BTI
252
Blue Trust Inc
Georgia
$2.14K -$930 -20 -30%
HFS
253
Hantz Financial Services
Michigan
$2K -$615 -16 -24%
Simplex Trading
254
Simplex Trading
Illinois
$2K +$1.16K +29 +138%
EWA
255
EverSource Wealth Advisors
Alabama
$1.92K -$1.77K -36 -48%
OC
256
Oakworth Capital
Alabama
$1.86K – – –
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$1.86K – – –
HNB
258
Huntington National Bank
Ohio
$1.86K +$1.81K +39 +3,900%
A
259
AlphaQuest
New York
$1.26K +$1.26K +27 New
CPG
260
Custom Portfolio Group
Colorado
$1.16K – – –
QL
261
Quarry LP
New York
$1.12K +$1.12K +24 New
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$1.02K -$6.28K -135 -86%
BIA
263
Bell Investment Advisors
California
$1.02K – – –
FFA
264
Farther Finance Advisors
California
$884 -$698 -15 -44%
JWA
265
JFS Wealth Advisors
Pennsylvania
$884 -$372 -8 -30%
ECM
266
Everence Capital Management
Indiana
$679 – – –
CFGS
267
Concourse Financial Group Securities
Alabama
$511 – – –
AWM
268
Avior Wealth Management
Nebraska
$511 +$511 +11 New
AWM
269
Abound Wealth Management
Tennessee
$419 – – –
SIC
270
SJS Investment Consulting
Ohio
$326 -$47 -1 -13%
CP
271
Castleview Partners
Texas
$279 – – –
PFBT
272
Parkside Financial Bank & Trust
Missouri
$233 -$280 -6 -55%
DPW
273
DiNuzzo Private Wealth
Pennsylvania
$233 – – –
TWP
274
TFO Wealth Partners
Ohio
$93 – – –
Millennium Management
275
Millennium Management
New York
– -$2.05M -39,575 Closed
9 10
11
12 13