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California Water Service
CWT

Overview Fund Activity

270 hedge funds and large institutions have $2.26B invested in California Water Service in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 90 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-15
Holders Change %
-5.26%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
104
Reduced
90
Closed
36
Calls
$95K
Puts
$681K
Net Calls
-$586K
Net Calls Change
-$633K

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$32.3M
2
NI
2
Nuance Investments
Missouri
$103M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$127M
4
BlackRock
4
BlackRock
New York
$503M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$336M

Top Sellers

1
State Street
1
State Street
Massachusetts
$161M
2
Millennium Management
2
Millennium Management
New York
$1.59M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$10.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$473
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$987K
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
126
Qube Research & Technologies (QRT)
United Kingdom
$733K +$733K +15,491 New
SEI Investments
127
SEI Investments
Pennsylvania
$720K +$297K +6,280 +70%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$717K +$169K +3,569 +31%
MCM
129
Manchester Capital Management
Vermont
$710K +$109K +2,303 +18%
FMTC
130
Farmers & Merchants Trust Company
California
$696K -$38K -804 -5%
FFA
131
First Foundation Advisors
California
$693K +$693K +14,647 New
VanEck Associates
132
VanEck Associates
New York
$666K -$2.37K -50 -0.4%
GAA
133
Green Alpha Advisors
Colorado
$662K +$10.7K +226 +2%
CYG
134
Clean Yield Group
Vermont
$630K – – –
SGI
135
Summit Global Investments
Utah
$630K -$18.5K -391 -3%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$617K -$26K -549 -4%
Franklin Resources
137
Franklin Resources
California
$609K -$346K -7,309 -36%
SFG
138
Sovereign Financial Group
Connecticut
$601K +$15.8K +333 +3%
AF
139
Allworth Financial
California
$579K +$295K +6,243 +104%
LPL Financial
140
LPL Financial
California
$577K -$53.8K -1,138 -9%
TIS
141
Tortoise Index Solutions
Kansas
$561K +$11.4K +242 +2%
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$555K +$555K +11,497 New
BGIM
143
Brandywine Global Investment Management
Pennsylvania
$543K – – –
QT
144
Quantbot Technologies
New York
$538K +$538K +11,378 New
CP
145
CenterBook Partners
Connecticut
$520K -$83.7K -1,769 -14%
WS
146
Wedbush Securities
California
$493K +$3.03K +64 +0.6%
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$483K -$167K -3,522 -26%
MOACM
148
Mutual of America Capital Management
New York
$478K -$38.9K -823 -8%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$477K +$477K +10,092 New
CWA
150
Canvas Wealth Advisors
Kansas
$476K +$108K +2,287 +29%
4 5
6
7 8