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California Water Service
CWT

Overview Fund Activity

319 hedge funds and large institutions have $2.59B invested in California Water Service in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 101 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+21
Holders Change %
+7.05%
% of All Funds
4.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
101
Reduced
105
Closed
29
Calls
$228K
Puts
$227K
Net Calls
+$1K
Net Calls Change
-$314K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$20.3M
2
Amundi
2
Amundi
France
$117M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$13.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$399M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$180M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$88.6M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$14.5M
3
GIP
3
Granite Investment Partners
California
$0
4
RJA
4
Raymond James & Associates
Florida
$3.03M
5
Invesco
5
Invesco
Georgia
$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
301
Hantz Financial Services
Michigan
$3K – – –
TWD
302
True Wealth Design
Ohio
$2.98K +$2.98K +55 New
HNB
303
Huntington National Bank
Ohio
$2.66K – – –
DJSG
304
D.J. St. Germain
Massachusetts
$2.55K – – –
LC
305
Lindbrook Capital
California
$2.39K – – –
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$2.17K – – –
FFA
307
Farther Finance Advisors
California
$2.05K +$648 +12 +46%
JWA
308
JFS Wealth Advisors
Pennsylvania
$1.52K +$488 +9 +47%
BIA
309
Bell Investment Advisors
California
$1.25K – – –
CAS
310
Coppell Advisory Solutions
Texas
$1.18K – – –
FGC
311
Financial Gravity Companies
Texas
$705 +$705 +13 New
SIC
312
SJS Investment Consulting
Ohio
$488 +$108 +2 +29%
DPW
313
DiNuzzo Private Wealth
Pennsylvania
$326 – – –
AWM
314
Abound Wealth Management
Tennessee
$272 -$218 -4 -44%
MFG
315
Mendota Financial Group
Wisconsin
$272 +$272 +5 New
IAIM
316
International Assets Investment Management
Florida
$262 +$262 +14,206 New
AssetMark Inc
317
AssetMark Inc
California
$217 +$217 +4 New
CA
318
Claris Advisors
Missouri
$108 +$108 +2 New
Norges Bank
319
Norges Bank
Norway
– -$29.1M -600,744 Closed
GIP
320
Granite Investment Partners
California
– -$12.9M -266,781 Closed
Renaissance Technologies
321
Renaissance Technologies
New York
– -$5.3M -109,400 Closed
LFAS
322
Level Four Advisory Services
Texas
– -$3.99M -82,192 Closed
TPSF
323
Texas Permanent School Fund
Texas
– -$2.22M -45,681 Closed
FNC
324
First National Corp
Massachusetts
– -$1.6M -33,016 Closed
Squarepoint
325
Squarepoint
New York
– -$1.21M -24,932 Closed
10 11 12
13
14