California Water Service
250 hedge funds and large institutions have $1.81B invested in California Water Service in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 38 closing their positions.
105% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $669K
4% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 84
2.91% less ownership
Funds ownership: 77.36% → 74.45% (-2.9%)
5% less funds holding
Funds holding: 263 → 250 (-13)
6% less capital invested
Capital invested by funds: $1.92B → $1.81B (-$107M)
29% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$15M |
| 2 |
JP Morgan Chase
New York
|
+$6M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$4.72M |
| 4 |
State Street
Boston,
Massachusetts
|
+$4.02M |
| 5 |
Lazard Asset Management
New York
|
+$3.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$21.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$13.5M |
| 3 |
BlackRock
New York
|
-$10.9M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$7.52M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$6.18M |
CWT Hedge Fund Activity: Q1 2020 in Review
250 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q1 2020, worth a combined $1.81B — down 5.6% from $1.92B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of CWT and 27 opened new positions — a net loss of 11 holders — while 84 trimmed existing stakes and 81 added.
The largest buyer was Granite Investment Partners, opening a new position worth an estimated $15M. The largest seller was Morgan Stanley, cutting an estimated $21.9M.
- 250 institutional investors held California Water Service (CWT) as of Q1 2020, down from 263 in Q4 2019.
- Funds reported $1.81B of California Water Service stock for Q1 2020, down 5.6% quarter-over-quarter.
- 27 funds opened new California Water Service positions in Q1 2020 and 38 closed out, a net change of -11 holders.
- The largest California Water Service buyer in Q1 2020 was Granite Investment Partners, an estimated $15M added.
- The largest California Water Service seller in Q1 2020 was Morgan Stanley, an estimated $21.9M sold.
Based on aggregated 13F filings for Q1 2020.