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California Water Service
CWT

Overview Fund Activity

298 hedge funds and large institutions have $2.34B invested in California Water Service in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 28 closing their positions.

Holders
298
Holders Change
+23
Holders Change %
+8.36%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
56
Increased
86
Reduced
104
Closed
28
Calls
$441K
Puts
$126K
Net Calls
+$315K
Net Calls Change
+$269K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$81.7M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$23.2M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$6.82M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$7.01M
5
LFAS
5
Level Four Advisory Services
Texas
$3.99M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$500M
3
NI
3
Nuance Investments
Missouri
$130M
4
State Street
4
State Street
Massachusetts
$152M
5
ZP
5
Zimmer Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWC
276
TD Waterhouse Canada
Ontario, Canada
$2.9K 60 – –
HNB
277
Huntington National Bank
Ohio
$2.38K 49 +9 +23%
DJSG
278
D.J. St. Germain
Massachusetts
$2.28K 47 +47 New
LC
279
Lindbrook Capital
California
$2.13K 44 -57 -56%
HGERS
280
Householder Group Estate & Retirement Specialist
Arizona
$2K 50 +50 New
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$1.94K 40 – –
OC
282
Oakworth Capital
Alabama
$1.94K 40 – –
PS
283
Principal Securities
Iowa
$1.79K 37 -11 -23%
FFA
284
Farther Finance Advisors
California
$1.26K 26 +7 +37%
CPG
285
Custom Portfolio Group
Colorado
$1.21K 25 – –
BIA
286
Bell Investment Advisors
California
$1.12K 23 +1 +5%
TWP
287
Triad Wealth Partners
Kansas
$1.07K 22 +22 New
CAS
288
Coppell Advisory Solutions
Texas
$1.07K 22 +22 New
Simplex Trading
289
Simplex Trading
Illinois
$1K 37 -13 -26%
JWA
290
JFS Wealth Advisors
Pennsylvania
$922 19 – –
ECM
291
Everence Capital Management
Indiana
$718 14,610 – –
CFGS
292
Concourse Financial Group Securities
Alabama
$533 11 – –
AWM
293
Abound Wealth Management
Tennessee
$437 9 – –
SIC
294
SJS Investment Consulting
Ohio
$340 7 – –
IC
295
Innealta Capital
Texas
$339 7 +7 New
CP
296
Castleview Partners
Texas
$291 6 – –
DPW
297
DiNuzzo Private Wealth
Pennsylvania
$291 6 +1 +20%
Impax Asset Management Group
298
Impax Asset Management Group
United Kingdom
– – -861,344 Closed
ZP
299
Zimmer Partners
New York
– – -171,195 Closed
RJFSA
300
Raymond James Financial Services Advisors
Florida
– – -83,373 Closed
10 11
12
13 14