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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 %
EWA
276
EverSource Wealth Advisors
Alabama
$12K +$12K +168 New
KPCM
277
Kings Point Capital Management
New York
$10K +$10K +144 New
HFS
278
Hantz Financial Services
Michigan
$8K -$5.31K -75 -40%
CFB
279
Cullen/Frost Bankers
Texas
$7K – – –
ACM
280
Aquatic Capital Management
Illinois
$7K +$7K +100 New
BWP
281
Baldwin Wealth Partners
Massachusetts
$6K – – –
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$6K +$3.73K +51 +165%
HI
283
Harbour Investments
Wisconsin
$5K -$34.1K -511 -87%
ST
284
Sageworth Trust
Pennsylvania
$5K -$16.6K -223 -77%
QCG
285
Quadrant Capital Group
Ohio
$5K – – –
LC
286
Lindbrook Capital
California
$5K – – –
BIA
287
Bell Investment Advisors
California
$4K +$2.58K +40 +182%
FAG
288
Fortitude Advisory Group
Washington
$4K +$4K +59 New
NFSG
289
Newbridge Financial Services Group
Florida
$3K -$2.7K -36 -47%
DWA
290
Delos Wealth Advisors
Texas
$3K +$3K +42 New
GRP
291
Global Retirement Partners
California
$2K +$2K +22 New
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +25 New
Manulife (Manufacturers Life Insurance)
293
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.87K +$1 +7 +0%
CCA
294
Column Capital Advisors
Indiana
$1K -$1.67K -25 -63%
FHA
295
First Horizon Advisors
Tennessee
$1K – – –
GI
296
Gradient Investments
Minnesota
$1K – – –
JWA
297
JFS Wealth Advisors
Pennsylvania
$1K +$1K +10 New
BBPWM
298
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1K +14 New
C
299
Covestor
United Kingdom
$1K +$1K +15 New
CP
300
Castleview Partners
Texas
$173 +$173 +12,431 New
9 10 11
12
13