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California Water Service
CWT

Overview Fund Activity

255 hedge funds and large institutions have $1.85B invested in California Water Service in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 71 reducing their positions, and 30 closing their positions.

Holders
255
Holders Change
–
Holders Change %
0%
% of All Funds
5.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
86
Reduced
71
Closed
30
Calls
$759K
Puts
–
Net Calls
+$759K
Net Calls Change
-$136K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.5M
2
NI
2
Nuance Investments
Missouri
$9.31M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$41.4M
4
Millennium Management
4
Millennium Management
New York
$4.33M
5
KCM
5
Kennedy Capital Management
Missouri
$4.92M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$137M
2
Goldman Sachs
2
Goldman Sachs
New York
$5.64M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$71.7M
4
PCA
4
Personal Capital Advisors
California
$13.3M
5
BFA
5
Brendel Financial Advisors
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AC
151
Arjuna Capital
North Carolina
$378K 7,465 +1,639 +28%
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$375K 7,411 +600 +9%
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$373K 7,432 -3,129 -30%
TPWA
154
TRUE Private Wealth Advisors
Oregon
$364K 7,200 – –
OPA
155
Old Port Advisors
Maine
$357K 6,954 -3,327 -32%
USAA
156
United Services Automobile Association
Texas
$356K 7,033 – –
Baird Financial Group
157
Baird Financial Group
Wisconsin
$348K 6,877 +6,877 New
NA
158
Neuburgh Advisers
California
$338K 6,666 – –
WA
159
Wealth Architects
California
$332K 6,567 – –
GSC
160
G&S Capital
Colorado
$321K 6,332 +6,332 New
DZ Bank
161
DZ Bank
Germany
$319K 6,300 – –
RHBC
162
R.H. Bluestein & Co
Michigan
$304K 6,000 – –
Mitsubishi UFJ Trust & Banking
163
Mitsubishi UFJ Trust & Banking
Japan
$300K 5,922 +127 +2%
GIA
164
GHP Investment Advisors
Colorado
$284K 5,617 -2 -0%
MWM
165
Mission Wealth Management
California
$272K 5,368 +400 +8%
EA
166
Elm Advisors
California
$268K 5,300 – –
HighTower Advisors
167
HighTower Advisors
Illinois
$258K 5,100 -250 -5%
WSC
168
Wellington Shields & Co
New York
$253K 5,000 – –
CGH
169
Crossmark Global Holdings
Texas
$253K 5,000 +68 +1%
MAFM
170
Mid Atlantic Financial Management
Pennsylvania
$248K 4,899 -1,220 -20%
MCIM
171
Meadow Creek Investment Management
Georgia
$245K 4,848 – –
SCM
172
Shelton Capital Management
Colorado
$244K 4,824 +4,562 +1,741%
CAN
173
Cetera Advisor Networks
California
$240K 4,755 -200 -4%
NPPM
174
North Point Portfolio Managers
Ohio
$238K 4,708 – –
MFG
175
Magnus Financial Group
New York
$237K 4,679 – –
5 6
7
8 9