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California Water Service

135 hedge funds and large institutions have $695M invested in California Water Service in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,411% more call options, than puts

Call options by funds: $946K | Put options by funds: $9K

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

2.59% more ownership

Funds ownership: 61.36%63.95% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $705M → $695M (-$9.44M)

3% less funds holding

Funds holding: 139135 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
135
Holders Change
-4
Holders Change %
-2.88%
% of All Funds
3.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
10
Increased
50
Reduced
44
Closed
13
Calls
$946K
Puts
$9K
Net Calls
+$937K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
WFG Advisors
Texas
$267K +$428 +19 +0.2%
NPPM
102
North Point Portfolio Managers
Ohio
$261K
GCP
103
GSA Capital Partners
United Kingdom
$244K -$25.5K -1,134 -10%
CB
104
Chemical Bank
Michigan
$242K
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$240K -$24.6K -1,091 -10%
FA
106
FDx Advisors
Illinois
$233K -$6.37K -283 -3%
Capital Fund Management (CFM)
107
Capital Fund Management (CFM)
France
$232K -$22K -978 -9%
ONB
108
Old National Bancorp
Indiana
$231K -$8.49K -377 -4%
Principal Financial Group
109
Principal Financial Group
Iowa
$230K -$45.2K -2,005 -17%
BC
110
Blackhill Capital
New Jersey
$184K
Creative Planning
111
Creative Planning
Kansas
$177K -$18.3K -812 -10%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$173K
US Bancorp
113
US Bancorp
Minnesota
$170K +$9.01K +400 +6%
Barclays
114
Barclays
United Kingdom
$136K -$225K -10,004 -64%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$113K +$7.82K +347 +8%
H
116
Hexavest
Quebec, Canada
$85K
1IC
117
1919 Investment Counsel
Maryland
$72K +$496 +22 +0.8%
LTFS
118
Ladenburg Thalmann Financial Services
Florida
$71K +$9.87K +438 +17%
PSI
119
Pinnacle Summer Investments
Virginia
$63K
IAMU
120
Impax Asset Management (UK)
United Kingdom
$49.4K +$9.04M +401,358 +24%
Canada Life
121
Canada Life
Manitoba, Canada
$44K
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$43K
SF
123
Synovus Financial
Georgia
$29K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$25K +$450 +20 +2%
HRIA
125
Haberer Registered Investment Advisor
Ohio
$24K

CWT Hedge Fund Activity: Q2 2014 in Review

135 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q2 2014, worth a combined $695M — down 1.3% from $705M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CWT and 10 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 50 added.

The largest buyer was Norges Bank, adding an estimated $10.7M. The largest seller was Suntrust Banks, cutting an estimated $31.8M.

  • 135 institutional investors held California Water Service (CWT) as of Q2 2014, down from 139 in Q1 2014.
  • Funds reported $695M of California Water Service stock for Q2 2014, down 1.3% quarter-over-quarter.
  • 10 funds opened new California Water Service positions in Q2 2014 and 13 closed out, a net change of -3 holders.
  • The largest California Water Service buyer in Q2 2014 was Norges Bank, an estimated $10.7M added.
  • The largest California Water Service seller in Q2 2014 was Suntrust Banks, an estimated $31.8M sold.

Based on aggregated 13F filings for Q2 2014.