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California Water Service
CWT

312 hedge funds and large institutions have $2.51B invested in California Water Service in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 94

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

1% more funds holding

Funds holding: 308 → 312 (+4)

0.48% less ownership

Funds ownership: 79.26% → 78.78% (-0.48%)

16% less capital invested

Capital invested by funds: $2.99B → $2.51B (-$486M)

Holders
312
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
4.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
114
Reduced
94
Closed
35
Calls
$266K
Puts
–
Net Calls
+$266K
Net Calls Change
-$495K

Top Buyers

1
State Street
State Street
Massachusetts
+$14.1M
2
Millennium Management
Millennium Management
New York
+$10.8M
3
Amundi
Amundi
France
+$8.19M
4
Morgan Stanley
Morgan Stanley
New York
+$7.88M
5
EVM
Eaton Vance Management
Massachusetts
+$7.48M

Top Sellers

1
BlackRock
BlackRock
New York
-$10.2M
2
NI
Nuance Investments
Missouri
-$9M
3
CS
Credit Suisse
Switzerland
-$7.72M
4
Goldman Sachs
Goldman Sachs
New York
-$6.76M
5
Marshall Wace
Marshall Wace
United Kingdom
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
51
Raymond James & Associates
Florida
$3.54M -$1.15M -19,091 -24%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$3.43M – – –
UBS Group
53
UBS Group
Switzerland
$3.42M +$300K +4,981 +9%
FCI
54
Financial Counselors Inc
Kansas
$3.36M -$5.42K -90 -0.2%
Comerica Bank
55
Comerica Bank
Texas
$3.33M +$603 +10 +0%
Prudential Financial
56
Prudential Financial
New Jersey
$3.26M -$52.7K -875 -2%
Citigroup
57
Citigroup
New York
$3.2M +$737K +12,226 +29%
E
58
Ergoteles
New York
$3.18M +$3.24M +53,700 New
SAM
59
Storebrand Asset Management
Norway
$3.14M +$361K +5,988 +13%
CS
60
Credit Suisse
Switzerland
$3.13M -$7.72M -128,126 -71%
FNC
61
First National Corp
Massachusetts
$3.12M +$64.4K +1,069 +2%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$3.02M +$75.5K +1,252 +3%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$3.02M +$438K +7,275 +17%
NIG
64
NFJ Investment Group
Texas
$2.92M -$3.07K -51 -0.1%
AC
65
Arjuna Capital
North Carolina
$2.92M +$2.96M +49,191 New
AQR Capital Management
66
AQR Capital Management
Connecticut
$2.88M +$1.23M +20,365 +72%
YCM
67
Yousif Capital Management
Michigan
$2.85M +$4.88K +81 +0.2%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$2.77M -$125K -2,074 -4%
CM
69
CoreCommodity Management
Connecticut
$2.77M +$2.02M +33,466 +252%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$2.73M -$1.61M -26,705 -37%
ACA
71
Aptus Capital Advisors
Alabama
$2.72M +$176K +2,925 +7%
MAM
72
Magellan Asset Management
Australia
$2.62M -$307K -5,091 -10%
GF
73
Gabelli Funds
New York
$2.58M – – –
Barclays
74
Barclays
United Kingdom
$2.57M -$1.66M -27,517 -39%
NIA
75
NIA Impact Advisors
California
$2.57M +$202K +3,358 +8%
1 2
3
4 5

CWT Hedge Fund Activity: Q1 2022 in Review

312 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q1 2022, worth a combined $2.51B — down 16% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CWT positions and 35 closed out — a net gain of 7 holders — while 114 added to existing stakes and 94 trimmed.

The largest buyer was State Street, adding an estimated $14.1M. The largest seller was BlackRock, cutting an estimated $10.2M.

  • 312 institutional investors held California Water Service (CWT) as of Q1 2022, up from 308 in Q4 2021.
  • Funds reported $2.51B of California Water Service stock for Q1 2022, down 16% quarter-over-quarter.
  • 42 funds opened new California Water Service positions in Q1 2022 and 35 closed out, a net change of +7 holders.
  • The largest California Water Service buyer in Q1 2022 was State Street, an estimated $14.1M added.
  • The largest California Water Service seller in Q1 2022 was BlackRock, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2022.