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California Water Service

250 hedge funds and large institutions have $2.22B invested in California Water Service in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 98 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 78

1.17% more ownership

Funds ownership: 77.67%78.85% (+1.2%)

1% more capital invested

Capital invested by funds: $2.2B → $2.22B (+$24.2M)

3% less funds holding

Funds holding: 259250 (-9)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

91% less call options, than puts

Call options by funds: $55K | Put options by funds: $645K

Holders
250
Holders Change
-9
Holders Change %
-3.47%
% of All Funds
4.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
98
Reduced
78
Closed
24
Calls
$55K
Puts
$645K
Net Calls
-$590K
Net Calls Change
-$651K
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
51
Ensign Peak Advisors
Utah
$2.81M +$196K +3,400 +7%
CS
52
Credit Suisse
Switzerland
$2.76M +$189K +3,279 +7%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$2.75M +$26.2K +455 +0.9%
NIG
54
NFJ Investment Group
Texas
$2.52M +$930K +16,117 +55%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$2.51M +$3.35K +58 +0.1%
State of New Jersey Common Pension Fund D
56
State of New Jersey Common Pension Fund D
New Jersey
$2.48M -$353K -6,118 -12%
Barclays
57
Barclays
United Kingdom
$2.48M -$1.08M -18,734 -30%
Zurich Cantonal Bank
58
Zurich Cantonal Bank
Switzerland
$2.47M +$1.85M +32,096 +261%
GF
59
Gabelli Funds
New York
$2.47M
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$2.31M +$11.5K +199 +0.5%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$2.28M +$319K +5,527 +17%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$2.25M +$39.9K +691 +2%
ACI
63
AMP Capital Investors
Australia
$2.23M -$60.2K -1,044 -3%
NIA
64
NIA Impact Advisors
California
$2.21M +$68.5K +1,187 +3%
TPSF
65
Texas Permanent School Fund
Texas
$2.1M +$15.5K +269 +0.7%
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$1.96M
FNC
67
First National Corp
Massachusetts
$1.95M -$313K -5,423 -12%
SOADOR
68
State of Alaska Department of Revenue
Alaska
$1.95M +$62.9K +1,091 +3%
UBS Group
69
UBS Group
Switzerland
$1.94M -$1.19M -20,700 -37%
Citigroup
70
Citigroup
New York
$1.84M +$1.55M +26,903 +438%
BCC
71
Bridge City Capital
Oregon
$1.79M +$379K +6,569 +26%
MAM
72
Magellan Asset Management
Australia
$1.65M -$62.9K -1,091 -4%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.59M +$65.9K +1,143 +4%
ACA
74
Aptus Capital Advisors
Alabama
$1.58M +$401K +6,958 +32%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$1.57M -$5.05M -87,602 -76%

CWT Hedge Fund Activity: Q2 2021 in Review

250 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q2 2021, worth a combined $2.22B — up 1.1% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CWT and 16 opened new positions — a net loss of 8 holders — while 78 trimmed existing stakes and 98 added.

The largest buyer was State Street, adding an estimated $24.9M. The largest seller was California Public Employees Retirement System, cutting an estimated $5.05M.

  • 250 institutional investors held California Water Service (CWT) as of Q2 2021, down from 259 in Q1 2021.
  • Funds reported $2.22B of California Water Service stock for Q2 2021, up 1.1% quarter-over-quarter.
  • 16 funds opened new California Water Service positions in Q2 2021 and 24 closed out, a net change of -8 holders.
  • The largest California Water Service buyer in Q2 2021 was State Street, an estimated $24.9M added.
  • The largest California Water Service seller in Q2 2021 was California Public Employees Retirement System, an estimated $5.05M sold.

Based on aggregated 13F filings for Q2 2021.