California Water Service
133 hedge funds and large institutions have $562M invested in California Water Service in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 6 closing their positions.
673% more call options, than puts
Call options by funds: $1.81M | Put options by funds: $234K
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
8% more funds holding
Funds holding: 123 → 133 (+10)
8% more capital invested
Capital invested by funds: $523M → $562M (+$39.4M)
1.92% more ownership
Funds ownership: 56.15% → 58.06% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$15M |
| 2 |
Lazard Asset Management
New York
|
+$5.35M |
| 3 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$4.08M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.72M |
| 5 |
IAMU
Impax Asset Management (UK)
London,
United Kingdom
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$8.58M |
| 2 |
Morgan Stanley
New York
|
-$3.08M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.66M |
| 4 |
KBC Group
Brussels,
Belgium
|
-$2.48M |
| 5 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
-$1.82M |
CWT Hedge Fund Activity: Q3 2013 in Review
133 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q3 2013, worth a combined $562M — up 7.5% from $523M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CWT positions and 6 closed out — a net gain of 11 holders — while 43 added to existing stakes and 44 trimmed.
The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $15M. The largest seller was Invesco, cutting an estimated $8.58M.
- 133 institutional investors held California Water Service (CWT) as of Q3 2013, up from 123 in Q2 2013.
- Funds reported $562M of California Water Service stock for Q3 2013, up 7.5% quarter-over-quarter.
- 17 funds opened new California Water Service positions in Q3 2013 and 6 closed out, a net change of +11 holders.
- The largest California Water Service buyer in Q3 2013 was Baillie Gifford & Co, an estimated $15M added.
- The largest California Water Service seller in Q3 2013 was Invesco, an estimated $8.58M sold.
Based on aggregated 13F filings for Q3 2013.